iShares MSCI Eafe Small-CapSCZETF
13F holders, Q1 2024 (March 31)681holders
4famous investors
$63.32avg. 13F price*
At the end of Q1 2024, 681 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings. The largest holders were Jones Financial Companies LLLP ($980.7M), Natixis Advisors, LLC ($456.8M) and State of New Jersey Common Pension Fund D ($333.4M). 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 Israel Englander (0.0% of Millennium Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $56.0M |
| Exits | 60 | $46.1M |
Ownership 681 holders
| Jones Financial Companies LLLP | 1.34% | Reduce -19.2% | 15,485,767 | $980.7M |
| Natixis Advisors, LLC | 1.05% | Add +11.5% | 7,212,720 | $456.8M |
| State of New Jersey Common Pension Fund D | 1.01% | No change | 5,265,236 | $333.4M |
| Creative Planning | 0.36% | Reduce -1.9% | 5,069,539 | $321.1M |
| Tiaa Trust, National Association | 0.97% | Add +19.0% | 4,990,351 | $316.0M |
| Matson Money. Inc. | 8.69% | Add +0.2% | 4,139,013 | $262.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -10.5% | 4,113,258 | $260.5M |
| Jane Street Group, LLC | 0.33% | Add +271.8% | 4,009,048 | $253.9M |
| FMR LLC | 0.01% | Reduce -25.6% | 3,316,654 | $210.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -16.3% | 3,253,855 | $206.1M |
| BlackRock Inc. | 0.00% | Add +6.4% | 3,054,642 | $193.5M |
| Morgan Stanley | 0.01% | Reduce -39.6% | 2,760,795 | $174.8M |
| Bank of America Corp. | 0.01% | Add +5.7% | 2,124,287 | $134.5M |
| Modera Wealth Management, LLC | 1.94% | Add +6.0% | 2,014,397 | $127.6M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -6.0% | 1,865,807 | $118.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.7% | 1,376,147 | $87.2M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 1,246,752 | $79.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.94% | Reduce -3.5% | 1,202,370 | $76.1M |
| UBS Group AG | 0.02% | Reduce -1.6% | 1,045,246 | $66.2M |
| Cassaday & Co Wealth Management LLC | 1.85% | Reduce -1.4% | 896,708 | $56.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -11.4% | 823,895 | $52.1M |
| Bank of Montreal | 0.01% | Reduce -15.6% | 732,180 | $46.4M |
| One Capital Management, LLC | 1.52% | Add +4.7% | 663,431 | $42.0M |
| Corient Private Wealth LP | 0.07% | Reduce -2.2% | 660,905 | $41.9M |
| State of Tennessee, Department of Treasury | 0.15% | Reduce -0.2% | 655,184 | $41.5M |
| Focus Partners Wealth | 0.32% | Add +24.8% | 623,300 | $39.5M |
| Coldstream Capital Management Inc. | 1.00% | Add +9.8% | 622,938 | $39.5M |
| Lake Street Advisors Group, LLC | 1.83% | Reduce -21.1% | 617,513 | $39.1M |
| Wilmington Savings Fund Society, FSB | 1.48% | — | 610,465 | $38.7M |
| Halbert Hargrove Global Advisors, LLC | 2.54% | Reduce -2.8% | 606,034 | $38.4M |
| Franklin Resources Inc. | 0.01% | Add +5.8% | 575,660 | $36.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -2.0% | 567,813 | $36.0M |
| Avantax Advisory Services, Inc. | 0.32% | Add +6.5% | 564,086 | $35.7M |
| LPL Financial LLC | 0.02% | Reduce -0.5% | 523,373 | $33.1M |
| Buckingham Strategic Wealth, LLC | 0.33% | Reduce -0.2% | 489,583 | $31.0M |
| Ballentine Partners, LLC | 0.58% | Reduce -15.2% | 483,585 | $30.6M |
| Moneta Group Investment Advisors LLC | 0.49% | Add +16.3% | 479,448 | $30.4M |
| Wells Fargo & Company | 0.01% | Add +12.3% | 448,619 | $28.4M |
| Plancorp, LLC | 1.16% | Add +0.2% | 422,739 | $26.8M |
| Russell Investments Group, Ltd. | 0.04% | Add +57.1% | 415,778 | $26.3M |
| Alberta Investment Management Corp | 0.28% | New | 413,798 | $26.2M |
| Baker Avenue Asset Management, LP | 1.01% | Add +3.7% | 412,881 | $26.1M |
| Truist Financial Corp. | 0.04% | Reduce -7.3% | 406,218 | $25.7M |
| Choreo, LLC | 0.64% | Reduce -6.9% | 393,356 | $24.9M |
| Equitable Holdings, Inc. | 0.26% | Reduce -11.2% | 359,298 | $22.8M |
| Royal Bank of Canada | 0.01% | Add +36.0% | 348,032 | $22.0M |
| Mill Creek Capital Advisors, LLC | 0.59% | Reduce -71.6% | 342,635 | $21.7M |
| Shakespeare Wealth Management, LLC | 6.29% | Add +5.1% | 342,491 | $21.7M |
| Old Mission Capital LLC | 0.52% | Add +194.0% | 334,651 | $21.2M |
| Federation des caisses Desjardins du Quebec | 0.14% | Add +9.0% | 306,466 | $19.4M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +22.9% | 301,750 | $19.1M |
| Fifth Third Bancorp | 0.07% | Reduce -4.3% | 301,603 | $19.1M |
| Brand Asset Management Group, Inc. | 8.11% | Add +3.9% | 297,747 | $18.9M |
| Flow Traders U.S. LLC | 0.99% | Add +108.6% | 292,719 | $18.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +36.0% | 281,635 | $17.8M |
| Quadrant Capital Group LLC | 1.40% | Add +2.5% | 279,836 | $17.7M |
| Bear Mountain Capital, Inc. | 7.59% | Reduce -4.8% | 290,423 | $17.6M |
| Wealthcare Advisory Partners LLC | 0.58% | Add +8.6% | 277,547 | $17.6M |
| Wellington Management Group LLP | 0.00% | Reduce -20.8% | 276,428 | $17.5M |
| Shore Point Advisors, LLC | 9.24% | Reduce -0.8% | 255,727 | $16.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -12.0% | 251,282 | $15.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.7% | 250,470 | $15.9M |
| Stifel Financial Corp. | 0.02% | Add +5.3% | 240,924 | $15.3M |
| Pathstone Holdings, LLC | 0.07% | Add +0.7% | 234,122 | $14.8M |
| Full Sail Capital, LLC | 1.00% | Add +4.4% | 227,515 | $14.4M |
| MAI Capital Management | 0.15% | Add +3.7% | 222,278 | $14.1M |
| Mission Wealth Management, LP | 0.37% | Add +12.4% | 218,275 | $13.8M |
| Syntrinsic LLC | 4.63% | Add +1.3% | 218,129 | $13.8M |
| American Financial Advisors, LLC | 1.85% | Reduce -4.2% | 207,725 | $13.2M |
| Savant Capital, LLC | 0.15% | Reduce -12.0% | 207,632 | $13.1M |
| First Citizens Bank & Trust Co. | 0.24% | Add +30.2% | 201,744 | $12.8M |
| Exencial Wealth Advisors, LLC | 0.47% | Reduce -3.0% | 197,754 | $12.5M |
| Checchi Capital Advisers, LLC | 0.97% | Reduce -7.0% | 196,214 | $12.4M |
| Cetera Investment Advisers | 0.03% | Add +127.2% | 195,940 | $12.4M |
| M&T Bank Corp | 0.04% | Reduce -22.4% | 195,629 | $12.4M |
| Wealth Architects, LLC | 1.61% | Reduce -0.5% | 193,367 | $12.2M |
| Austin Private Wealth, LLC | 1.39% | Reduce -3.4% | 191,694 | $12.1M |
| CM Wealth Advisors LLC | 3.42% | New | 189,564 | $12.0M |
| Klingman & Associates, LLC | 0.85% | Reduce -0.6% | 186,938 | $11.8M |
| Cibc World Market Inc. | 0.03% | Add +4.1% | 186,413 | $11.8M |
| Parcion Private Wealth LLC | 1.03% | Reduce -1.0% | 184,810 | $11.7M |
| Pure Financial Advisors, LLC | 0.35% | Reduce -1.0% | 178,736 | $11.3M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Reduce -1.3% | 177,748 | $11.3M |
| Larson Financial Group LLC | 0.85% | Add +37.1% | 174,125 | $11.0M |
| State of Wisconsin - Board of Commissioners of Public Lands | 2.50% | No change | 166,219 | $10.5M |
| Captrust Financial Advisors | 0.04% | Reduce -40.3% | 165,651 | $10.5M |
| Falcon Wealth Planning | 1.59% | Reduce -26.7% | 158,768 | $10.1M |
| Waverly Advisors, LLC | 0.23% | Reduce -8.5% | 156,251 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 153,244 | $9.7M |
| Mariner, LLC | 0.02% | Reduce -56.6% | 153,070 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.2% | 148,990 | $9.4M |
| RTD Financial Advisors, Inc. | 1.25% | Add +2.1% | 147,236 | $9.3M |
| Covenant Partners, LLC | 2.69% | Reduce -4.4% | 145,544 | $9.2M |
| Citigroup Inc. | 0.01% | Reduce -25.9% | 143,391 | $9.1M |
| Kabouter Management, LLC | 37.94% | Reduce -80.4% | 141,932 | $9.0M |
| WESCAP Management Group, Inc. | 2.49% | Reduce -0.2% | 135,645 | $8.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.4% | 134,383 | $8.5M |
| Sachem Hill LLC | 1.96% | Reduce -3.2% | 131,988 | $8.4M |
| Barclays PLC | 0.00% | Reduce -15.6% | 131,617 | $8.3M |
| Shoker Investment Counsel, Inc. | 2.87% | Add +0.0% | 127,679 | $8.1M |
"% 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.