iShares MSCI Eafe Small-CapSCZETF
13F holders, Q2 2026 (June 30)772holders +8
51new positions
40sold out
4famous investors
$82.40avg. 13F price*
At the end of Q2 2026, 772 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 8 from Q1 2026. 51 opened new positions and 40 sold out. The largest holders were Jones Financial Companies LLLP ($4.4B), Natixis Advisors, LLC ($1.2B) and TIAA Wealth Investment Management LLC ($795.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- iShares MSCI Eafe Small-Cap
- CUSIP
- 464288273
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $196.6M |
| Exits | 40 | $28.7M |
All 13F filers, Q1 2026 → Q2 2026: 14,504,085 shares bought and 5,104,068 shares sold, net +9,400,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 772 holders
| Jones Financial Companies LLLP | 1.75% | Add +7.8% | 53,299,660 | $4.4B |
| Natixis Advisors, LLC | 1.30% | Add +11.0% | 14,107,864 | $1.2B |
| TIAA Wealth Investment Management LLC | 5.31% | Add +1.8% | 9,651,143 | $795.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +108.3% | 6,322,889 | $520.2M |
| FMR LLC | 0.02% | Add +13.8% | 5,321,287 | $437.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.28% | Add +3.6% | 4,508,820 | $370.9M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 3,880,423 | $319.2M |
| Creative Planning | 0.18% | Reduce -3.2% | 3,798,676 | $312.5M |
| State of New Jersey Common Pension Fund D | 1.04% | No change | 3,702,826 | $304.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -5.9% | 2,987,961 | $245.8M |
| Morgan Stanley | 0.01% | Reduce -8.8% | 2,276,111 | $187.3M |
| Bank of America Corp. | 0.01% | Reduce -20.1% | 1,958,678 | $161.1M |
| Jane Street Group, LLC | 0.08% | New | 1,534,940 | $126.3M |
| Cassaday & Co Wealth Management LLC | 2.10% | Add +8.2% | 1,361,748 | $112.0M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 1,302,991 | $107.2M |
| Focus Partners Wealth | 0.11% | Reduce -0.8% | 1,274,009 | $104.8M |
| Cetera Investment Advisers | 0.09% | Add +5.1% | 1,189,371 | $97.8M |
| Wellington Management Group LLP | 0.02% | Reduce -27.6% | 1,070,547 | $88.1M |
| UBS Group AG | 0.01% | Reduce -1.2% | 963,893 | $79.3M |
| LPL Financial LLC | 0.02% | Add +10.8% | 940,672 | $77.4M |
| Wilmington Savings Fund Society, FSB | 1.61% | Add +2.1% | 878,997 | $72.3M |
| Modera Wealth Management, LLC | 0.77% | Reduce -1.9% | 878,343 | $72.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.6% | 724,156 | $59.6M |
| Bank of Montreal | 0.02% | Add +35.1% | 718,382 | $59.1M |
| State of Tennessee, Department of Treasury | 0.15% | Reduce -2.3% | 611,475 | $50.3M |
| HighTower Advisors, LLC | 0.05% | Reduce -14.2% | 601,647 | $49.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.77% | Reduce -2.9% | 559,265 | $46.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.8% | 554,806 | $45.6M |
| Financial Advisory Corp | 6.00% | Reduce -5.5% | 550,184 | $45.3M |
| Moneta Group Investment Advisors LLC | 0.32% | Add +13.0% | 530,040 | $43.6M |
| Wells Fargo & Company | 0.01% | Add +5.4% | 501,946 | $41.3M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.2% | 470,951 | $38.7M |
| Baker Avenue Asset Management, LP | 0.71% | Add +1.1% | 451,566 | $37.2M |
| Wealthcare Advisory Partners LLC | 0.66% | Add +4.4% | 424,121 | $34.9M |
| Plancorp, LLC | 0.79% | Reduce -4.7% | 394,801 | $32.6M |
| Flow Traders U.S. LLC | 1.33% | New | 392,688 | $32.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +5.7% | 388,759 | $32.0M |
| Pathstone Holdings, LLC | 0.09% | Add +153.8% | 386,423 | $31.8M |
| MAI Capital Management | 0.12% | Add +2.0% | 383,693 | $31.6M |
| Savant Capital, LLC | 0.09% | Add +74.9% | 372,190 | $31.2M |
| Halbert Hargrove Global Advisors, LLC | 1.32% | Reduce -1.4% | 369,979 | $30.4M |
| Royal Bank of Canada | 0.00% | Add +147.1% | 354,448 | $29.2M |
| Bear Mountain Capital, Inc. | 8.28% | Add +3.0% | 343,768 | $28.6M |
| Arvest Bank Trust Division | 1.24% | Reduce -1.1% | 310,319 | $25.5M |
| Shakespeare Wealth Management, LLC | 6.69% | Add +3.2% | 307,098 | $25.3M |
| Choreo, LLC | 0.28% | Reduce -3.0% | 304,597 | $25.1M |
| Fifth Third Bancorp | 0.04% | Reduce -1.3% | 298,877 | $24.6M |
| St. Louis Trust Co | 2.81% | No change | 9,680 | $24.6M |
| Pure Financial Advisors, LLC | 0.31% | Add +0.8% | 295,814 | $24.3M |
| Mission Wealth Management, LP | 0.30% | Add +28.7% | 293,676 | $24.2M |
| Ballentine Partners, LLC | 0.29% | Reduce -0.5% | 288,781 | $23.8M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +31.3% | 263,593 | $21.7M |
| First Citizens Bank & Trust Co. | 0.32% | Add +32.6% | 261,333 | $21.5M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 251,342 | $20.7M |
| Bryn Mawr Trust Advisors, LLC | 0.87% | Add +4.5% | 241,190 | $19.8M |
| FSM Wealth Advisors, LLC | 2.12% | Add +4.7% | 239,967 | $19.7M |
| Corient Private Wealth LP | 0.03% | Reduce -52.3% | 234,532 | $19.3M |
| IMA Advisory Services, Inc. | 1.16% | Add +0.2% | 225,707 | $18.6M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 218,025 | $17.9M |
| Osaic Holdings, Inc. | 0.02% | Add +9.3% | 208,440 | $17.2M |
| Truist Financial Corp. | 0.02% | Reduce -2.1% | 201,948 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.7% | 198,886 | $16.4M |
| Tiaa Trust, National Association | 0.96% | Add +0.2% | 196,911 | $16.2M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +0.0% | 175,462 | $14.4M |
| Range Advisory, LLC | 1.69% | Add +51.1% | 172,369 | $14.2M |
| Wealth Architects, LLC | 1.11% | Reduce -2.3% | 171,066 | $14.1M |
| RTD Financial Advisors, Inc. | 1.52% | Reduce -0.8% | 169,510 | $13.9M |
| Curi Capital, LLC | 0.21% | Add +21.2% | 168,288 | $13.8M |
| Nuveen, LLC | 0.00% | Reduce -73.4% | 164,067 | $13.5M |
| Captrust Financial Advisors | 0.02% | Add +1.7% | 162,894 | $13.4M |
| Checchi Capital Advisers, LLC | 0.85% | Reduce -4.0% | 162,285 | $13.4M |
| Mariner, LLC | 0.01% | Reduce -1.5% | 161,488 | $13.3M |
| Klingman & Associates, LLC | 0.54% | Reduce -1.0% | 155,240 | $12.8M |
| Shoker Investment Counsel, Inc. | 3.05% | Add +3.4% | 147,709 | $12.2M |
| NewEdge Advisors, LLC | 0.04% | Add +9.2% | 143,478 | $11.8M |
| Omega Financial Group, LLC | 3.57% | Add +0.7% | 142,432 | $11.7M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -4.7% | 142,085 | $11.7M |
| Alesco Advisors, LLC, An ESL Co | 0.26% | Reduce -2.1% | 140,031 | $11.5M |
| Tudor Investment Corporation | 0.05% | Add +4170.0% | 139,628 | $11.5M |
| Sound Stewardship, LLC | 4.65% | Add +4.0% | 137,157 | $11.3M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +0.9% | 136,727 | $11.2M |
| Brand Asset Management Group, Inc. | 2.45% | Reduce -3.4% | 134,949 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +5.9% | 133,683 | $11.0M |
| DORVAL Corp | 3.12% | Add +1.7% | 131,697 | $10.8M |
| Frontier Asset Management, LLC | 1.94% | Add +1.2% | 131,519 | $10.8M |
| Baird Financial Group, Inc. | 0.01% | Add +4.1% | 127,823 | $10.5M |
| WESCAP Management Group, Inc. | 1.96% | Reduce -1.2% | 127,477 | $10.5M |
| Brighton Jones LLC | 0.19% | Add +3.3% | 122,742 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.9% | 121,299 | $10.0M |
| Fonville Wealth Management LLC | 1.59% | Add +1.9% | 118,451 | $9.7M |
| M&T Bank Corp | 0.03% | Reduce -3.4% | 118,277 | $9.7M |
| DRW Securities, LLC | 0.57% | New | 117,097 | $9.6M |
| Acadian Asset Management LLC | 0.01% | Add +75.6% | 115,123 | $9.5M |
| Charles Schwab Trust Co | 0.52% | Reduce -4.8% | 113,154 | $9.3M |
| Ifrah Financial Services, Inc. | 2.25% | Reduce -2.1% | 111,756 | $9.2M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +120.8% | 111,022 | $9.1M |
| Bessemer Group Inc. | 0.01% | Reduce -0.4% | 107,225 | $8.8M |
| Sachem Hill LLC | 1.56% | Reduce -3.9% | 106,770 | $8.8M |
| Sei Investments Co. | 0.01% | Add +122.8% | 106,672 | $8.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +2.8% | 106,188 | $8.7M |
"% of holder's portfolio" is SCZ's weight in each manager's 13F, not the share of iShares MSCI Eafe Small-Cap the manager owns.