iShares MSCI Eafe Small-CapSCZETF
13F holders, Q3 2024 (September 30)693holders +32
65new positions
35sold out
4famous investors
$67.64avg. 13F price*
At the end of Q3 2024, 693 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 32 from Q2 2024. 65 opened new positions and 35 sold out. The largest holders were Jones Financial Companies LLLP ($883.7M), Natixis Advisors, LLC ($598.5M) and Creative Planning ($327.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $53.9M |
| Exits | 35 | $291.0M |
All 13F filers, Q2 2024 → Q3 2024: 5,355,047 shares bought and 15,754,348 shares sold, net −10,399,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Jones Financial Companies LLLP | 0.91% | Add +3.2% | 13,059,249 | $883.7M |
| Natixis Advisors, LLC | 1.17% | Add +8.9% | 8,839,995 | $598.5M |
| Creative Planning | 0.32% | Reduce -2.8% | 4,833,346 | $327.2M |
| FMR LLC | 0.02% | Reduce -31.5% | 3,709,228 | $251.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -6.0% | 3,585,250 | $242.7M |
| State of New Jersey Common Pension Fund D | 0.99% | No change | 3,560,557 | $241.0M |
| BlackRock, Inc. | 0.00% | — | 3,261,185 | $220.8M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -9.0% | 3,251,725 | $220.1M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 2,693,615 | $182.4M |
| Modera Wealth Management, LLC | 1.96% | Add +6.8% | 2,271,038 | $153.7M |
| Tiaa Trust, National Association | 0.39% | Reduce -75.3% | 1,938,594 | $131.2M |
| Bank of America Corp. | 0.01% | Reduce -5.7% | 1,847,588 | $125.1M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.5% | 1,661,380 | $112.5M |
| JPMorgan Chase & Co. | 0.01% | Add +1121.8% | 1,308,857 | $88.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.2% | 1,305,174 | $88.4M |
| Northern Trust Corp. | 0.01% | Reduce -5.5% | 1,126,499 | $76.3M |
| Focus Partners Wealth | 0.24% | Reduce -14.6% | 1,122,940 | $76.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.71% | Reduce -4.0% | 1,097,512 | $74.3M |
| Cassaday & Co Wealth Management LLC | 1.70% | Reduce -0.4% | 887,531 | $60.1M |
| UBS Group AG | 0.02% | Reduce -18.2% | 838,703 | $56.8M |
| HighTower Advisors, LLC | 0.08% | Add +12.6% | 810,652 | $54.9M |
| State of Tennessee, Department of Treasury | 0.17% | Add +1.2% | 706,279 | $47.8M |
| Wellington Management Group LLP | 0.01% | Add +112.4% | 686,988 | $46.5M |
| Coldstream Capital Management Inc. | 0.99% | Add +5.2% | 673,978 | $45.6M |
| Avantax Advisory Services, Inc. | 0.30% | Add +2.1% | 670,404 | $45.4M |
| Bank of Montreal | 0.02% | Reduce -4.3% | 670,008 | $45.3M |
| Corient Private Wealth LP | 0.07% | Add +1.7% | 669,164 | $45.3M |
| One Capital Management, LLC | 1.41% | Add +3.2% | 654,228 | $44.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.3% | 591,690 | $40.1M |
| LPL Financial LLC | 0.02% | Reduce -0.7% | 582,506 | $39.4M |
| Wilmington Savings Fund Society, FSB | 0.69% | Reduce -5.1% | 571,625 | $38.7M |
| Alberta Investment Management Corp | 0.35% | Add +486.7% | 565,057 | $38.3M |
| Moneta Group Investment Advisors LLC | 0.47% | Reduce -1.2% | 473,588 | $32.1M |
| Halbert Hargrove Global Advisors, LLC | 1.74% | Reduce -13.9% | 464,044 | $31.4M |
| Franklin Resources Inc. | 0.01% | Reduce -23.3% | 461,049 | $30.4M |
| Plancorp, LLC | 1.23% | Add +5.6% | 445,652 | $30.2M |
| Ballentine Partners, LLC | 0.51% | Reduce -4.3% | 441,821 | $29.9M |
| Baker Avenue Asset Management, LP | 0.92% | Add +1.2% | 429,393 | $29.1M |
| Choreo, LLC | 0.40% | Add +0.7% | 406,688 | $27.4M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +12.5% | 391,293 | $26.5M |
| Mariner, LLC | 0.05% | Add +143.9% | 377,569 | $25.6M |
| Mill Creek Capital Advisors, LLC | 0.56% | Reduce -5.3% | 345,314 | $23.4M |
| Arvest Bank Trust Division | 1.30% | — | 334,072 | $22.6M |
| Wells Fargo & Company | 0.01% | Reduce -26.4% | 326,256 | $22.1M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +2.1% | 313,102 | $21.2M |
| Brand Asset Management Group, Inc. | 8.16% | Add +0.6% | 308,077 | $20.9M |
| Wealthcare Advisory Partners LLC | 0.57% | Add +2.1% | 297,399 | $20.1M |
| Quadrant Capital Group LLC | 1.38% | Reduce -2.0% | 294,340 | $19.9M |
| Fifth Third Bancorp | 0.07% | Add +0.6% | 293,130 | $19.8M |
| Bear Mountain Capital, Inc. | 7.60% | Add +0.9% | 294,332 | $19.3M |
| Shakespeare Wealth Management, LLC | 4.97% | Reduce -3.6% | 280,620 | $19.0M |
| Truist Financial Corp. | 0.03% | Reduce -31.1% | 272,631 | $18.5M |
| Equitable Holdings, Inc. | 0.18% | Reduce -14.9% | 269,924 | $18.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.0% | 257,661 | $17.4M |
| Shore Point Advisors, LLC | 9.18% | Reduce -0.9% | 253,376 | $17.2M |
| MAI Capital Management | 0.16% | Add +1.0% | 250,001 | $16.9M |
| Stifel Financial Corp. | 0.02% | Add +3.1% | 244,498 | $16.6M |
| Syntrinsic LLC | 5.04% | Add +1.5% | 223,838 | $15.1M |
| Pathstone Holdings, LLC | 0.07% | Add +1.7% | 222,763 | $15.1M |
| Cetera Investment Advisers | 0.03% | Add +5.4% | 222,385 | $15.1M |
| Savant Capital, LLC | 0.12% | Add +7.4% | 221,816 | $15.0M |
| Full Sail Capital, LLC | 0.95% | Reduce -3.0% | 219,900 | $14.9M |
| First Citizens Bank & Trust Co. | 0.32% | Add +2.6% | 216,731 | $14.7M |
| Royal Bank of Canada | 0.00% | Add +29.5% | 203,078 | $13.7M |
| Mission Wealth Management, LP | 0.33% | Reduce -3.1% | 199,350 | $13.5M |
| Kabouter Management, LLC | 85.49% | Add +38.7% | 196,862 | $13.3M |
| Checchi Capital Advisers, LLC | 0.98% | Reduce -1.9% | 193,882 | $13.1M |
| Exencial Wealth Advisors, LLC | 0.46% | Reduce -1.8% | 190,227 | $12.9M |
| Merriman Wealth Management, LLC | 0.52% | Add +177.5% | 189,699 | $12.8M |
| Wealth Architects, LLC | 1.43% | Reduce -2.8% | 187,237 | $12.7M |
| Baird Financial Group, Inc. | 0.02% | Add +0.7% | 183,981 | $12.5M |
| Parcion Private Wealth LLC | 1.01% | Reduce -0.8% | 179,354 | $12.1M |
| Klingman & Associates, LLC | 0.75% | Reduce -4.3% | 178,508 | $12.1M |
| Austin Private Wealth, LLC | 1.16% | Reduce -3.9% | 173,436 | $11.7M |
| Pure Financial Advisors, LLC | 0.27% | Reduce -3.6% | 167,757 | $11.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -30.0% | 164,212 | $11.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +93.4% | 161,645 | $10.9M |
| Alesco Advisors, LLC, An ESL Co | 0.34% | Reduce -8.0% | 160,143 | $10.8M |
| RTD Financial Advisors, Inc. | 1.35% | Add +3.5% | 157,704 | $10.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.4% | 155,701 | $10.5M |
| Captrust Financial Advisors | 0.03% | Reduce -5.0% | 154,206 | $10.4M |
| M&T Bank Corp | 0.03% | Reduce -14.0% | 152,302 | $10.3M |
| Sachem Hill LLC | 1.94% | Reduce -1.5% | 141,198 | $9.6M |
| Waverly Advisors, LLC | 0.18% | Reduce -5.5% | 140,577 | $9.5M |
| WESCAP Management Group, Inc. | 2.37% | Add +2.4% | 139,566 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.4% | 136,401 | $9.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.62% | No change | 134,500 | $9.1M |
| Covenant Partners, LLC | 2.59% | Reduce -3.7% | 131,345 | $8.9M |
| Fairhaven Wealth Management, LLC | 2.63% | Add +0.7% | 126,775 | $8.6M |
| Omega Financial Group, LLC | 3.25% | Add +8.3% | 126,531 | $8.6M |
| Shoker Investment Counsel, Inc. | 2.86% | Reduce -4.4% | 125,584 | $8.5M |
| Ifrah Financial Services, Inc. | 2.24% | Add +0.4% | 122,569 | $8.3M |
| Sound Stewardship, LLC | 4.63% | Add +2.1% | 121,799 | $8.2M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -4.7% | 117,785 | $8.0M |
| Charles Schwab Trust Co | 0.67% | Reduce -0.6% | 115,437 | $7.8M |
| Larson Financial Group LLC | 0.44% | Reduce -5.6% | 115,258 | $7.8M |
| DORVAL Corp | 3.20% | Add +7.6% | 117,967 | $7.8M |
| Brighton Jones LLC | 0.29% | Reduce -2.9% | 113,535 | $7.7M |
| Pinnacle Associates Ltd. | 0.13% | Add +5.8% | 121,343 | $7.5M |
| Investors Research Corp | 1.62% | Reduce -0.5% | 109,686 | $7.4M |
"% 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.