iShares MSCI Eafe Small-CapSCZETF
13F holders, Q1 2025 (March 31)688holders −18
47new positions
55sold out
1famous investor
$63.62avg. 13F price*
At the end of Q1 2025, 688 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, down 18 from Q4 2024. 47 opened new positions and 55 sold out. The largest holders were Jones Financial Companies LLLP ($655.1M), Natixis Advisors, LLC ($615.2M) and Tiaa Trust, National Association ($492.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $30.4M |
| Exits | 55 | $30.6M |
All 13F filers, Q4 2024 → Q1 2025: 14,561,565 shares bought and 8,359,050 shares sold, net +6,202,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 688 holders
| Jones Financial Companies LLLP | 0.59% | Add +4.9% | 10,190,121 | $655.1M |
| Natixis Advisors, LLC | 1.14% | Add +9.2% | 9,683,677 | $615.2M |
| Tiaa Trust, National Association | 1.54% | Add +393.3% | 7,751,093 | $492.4M |
| BlackRock, Inc. | 0.01% | Add +41.6% | 5,070,162 | $322.1M |
| Creative Planning | 0.27% | Reduce -4.2% | 4,499,028 | $285.8M |
| JPMorgan Chase & Co. | 0.02% | Add +198.5% | 3,884,691 | $246.8M |
| FMR LLC | 0.02% | Reduce -16.6% | 3,730,430 | $237.0M |
| State of New Jersey Common Pension Fund D | 1.02% | No change | 3,560,557 | $226.2M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.0% | 3,454,680 | $219.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.0% | 3,449,588 | $219.2M |
| Morgan Stanley | 0.01% | Reduce -3.8% | 2,530,027 | $160.7M |
| Bank of America Corp. | 0.01% | Reduce -43.0% | 1,910,041 | $121.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -13.2% | 1,436,950 | $91.3M |
| Focus Partners Wealth | 0.22% | Add +8.5% | 1,362,935 | $86.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.5% | 1,238,491 | $78.7M |
| Citigroup Inc. | 0.06% | Reduce -15.6% | 1,225,453 | $77.9M |
| Modera Wealth Management, LLC | 1.03% | Reduce -50.5% | 1,197,955 | $76.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.0% | 1,107,168 | $70.3M |
| UBS Group AG | 0.02% | Add +1.9% | 1,090,404 | $69.3M |
| Cassaday & Co Wealth Management LLC | 1.93% | Add +5.8% | 1,079,289 | $68.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 3.61% | Add +552.0% | 877,000 | $55.7M |
| Nuveen, LLC | 0.01% | — | 749,790 | $47.6M |
| LPL Financial LLC | 0.02% | Add +22.0% | 743,180 | $47.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -5.6% | 731,912 | $46.5M |
| Avantax Advisory Services, Inc. | 0.28% | Add +6.4% | 724,381 | $46.0M |
| Alberta Investment Management Corp | 0.33% | Reduce -20.4% | 720,092 | $45.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.05% | Reduce -28.2% | 689,995 | $43.8M |
| Corient Private Wealth LP | 0.07% | Add +6.5% | 687,049 | $43.6M |
| State of Tennessee, Department of Treasury | 0.17% | Add +30.3% | 682,530 | $43.4M |
| Bank of Montreal | 0.02% | Reduce -1.6% | 672,213 | $42.7M |
| Financial Advisory Corp | 6.83% | Reduce -8.8% | 649,228 | $41.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -4.0% | 583,080 | $37.0M |
| Wilmington Savings Fund Society, FSB | 0.69% | Add +0.7% | 582,846 | $37.0M |
| Franklin Resources Inc. | 0.01% | Add +6.7% | 575,480 | $36.6M |
| Wellington Management Group LLP | 0.01% | Reduce -18.1% | 480,622 | $30.5M |
| Moneta Group Investment Advisors LLC | 0.41% | Add +2.8% | 473,295 | $30.1M |
| Plancorp, LLC | 1.14% | Reduce -1.5% | 454,138 | $28.9M |
| Baker Avenue Asset Management, LP | 0.87% | Add +0.8% | 438,326 | $27.8M |
| Halbert Hargrove Global Advisors, LLC | 1.52% | Reduce -6.8% | 420,890 | $26.7M |
| Ballentine Partners, LLC | 0.46% | Reduce -3.6% | 417,390 | $26.5M |
| Coldstream Capital Management Inc. | 0.55% | Reduce -43.7% | 403,601 | $25.6M |
| Mariner, LLC | 0.04% | Add +164.7% | 395,166 | $25.1M |
| One Capital Management, LLC | 0.83% | Reduce -41.0% | 387,510 | $24.6M |
| Choreo, LLC | 0.36% | Reduce -5.8% | 367,541 | $23.3M |
| Wells Fargo & Company | 0.01% | Reduce -11.9% | 347,010 | $22.0M |
| Raymond James Financial Inc. | 0.01% | Add +51.9% | 341,744 | $21.7M |
| Wealthcare Advisory Partners LLC | 0.58% | Add +5.7% | 340,228 | $21.6M |
| Arvest Bank Trust Division | 1.35% | Reduce -0.6% | 336,261 | $21.4M |
| Bear Mountain Capital, Inc. | 8.15% | Add +0.6% | 316,174 | $21.1M |
| Shakespeare Wealth Management, LLC | 4.94% | Add +0.8% | 290,415 | $18.5M |
| Mill Creek Capital Advisors, LLC | 0.44% | Reduce -14.9% | 288,855 | $18.4M |
| MAI Capital Management | 0.14% | Add +7.9% | 280,664 | $17.8M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -3.7% | 276,287 | $17.6M |
| Quadrant Capital Group LLC | 0.65% | Reduce -8.7% | 274,023 | $17.4M |
| Equitable Holdings, Inc. | 0.16% | Reduce -1.1% | 267,986 | $17.0M |
| Truist Financial Corp. | 0.03% | Reduce -4.9% | 263,411 | $16.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.7% | 258,384 | $16.4M |
| Brand Asset Management Group, Inc. | 6.57% | Reduce -22.0% | 247,875 | $15.7M |
| Shore Point Advisors, LLC | 8.18% | Reduce -7.5% | 243,326 | $15.5M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 241,875 | $15.4M |
| Cetera Investment Advisers | 0.03% | Add +6.6% | 241,151 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 237,067 | $15.1M |
| Full Sail Capital, LLC | 0.89% | Add +0.4% | 216,349 | $13.7M |
| First Citizens Bank & Trust Co. | 0.34% | Add +6.2% | 212,079 | $13.5M |
| New York Life Investment Management LLC | 0.13% | New | 204,033 | $13.0M |
| Checchi Capital Advisers, LLC | 0.90% | Reduce -6.0% | 201,275 | $12.8M |
| Fifth Third Bancorp | 0.05% | Reduce -6.9% | 200,122 | $12.7M |
| Mission Wealth Management, LP | 0.32% | Reduce -1.4% | 198,803 | $12.6M |
| Exencial Wealth Advisors, LLC | 0.44% | Reduce -0.9% | 187,772 | $11.9M |
| Wealth Architects, LLC | 1.29% | Reduce -0.8% | 184,592 | $11.7M |
| Savant Capital, LLC | 0.10% | Reduce -14.5% | 182,184 | $11.6M |
| RTD Financial Advisors, Inc. | 1.53% | Add +6.0% | 179,026 | $11.4M |
| Klingman & Associates, LLC | 0.66% | Reduce -0.8% | 170,065 | $10.8M |
| FSM Wealth Advisors, LLC | 2.26% | Add +25.7% | 157,879 | $10.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.8% | 156,958 | $10.0M |
| Captrust Financial Advisors | 0.03% | Add +3.1% | 156,650 | $10.0M |
| Alesco Advisors, LLC, An ESL Co | 0.31% | Reduce -1.1% | 154,274 | $9.8M |
| Pure Financial Advisors, LLC | 0.20% | Reduce -7.2% | 152,321 | $9.7M |
| Sachem Hill LLC | 1.76% | Reduce -1.6% | 141,114 | $9.0M |
| Sterling Capital Management LLC | 0.14% | Add +52.9% | 140,442 | $8.9M |
| Omega Financial Group, LLC | 3.39% | Add +3.0% | 138,967 | $8.8M |
| Auto-Owners Insurance Co | 0.23% | Add +109.2% | 109,400 | $8.8M |
| M&T Bank Corp | 0.03% | Reduce -0.8% | 136,916 | $8.7M |
| IMA Advisory Services, Inc. | 1.02% | Reduce -11.2% | 135,712 | $8.6M |
| Shoker Investment Counsel, Inc. | 2.81% | Add +3.0% | 130,922 | $8.3M |
| WESCAP Management Group, Inc. | 2.02% | Reduce -4.9% | 130,435 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.7% | 128,392 | $8.2M |
| Sound Stewardship, LLC | 4.62% | Add +1.4% | 127,583 | $8.1M |
| DORVAL Corp | 3.20% | Add +1.7% | 126,394 | $7.9M |
| Ifrah Financial Services, Inc. | 2.24% | Reduce -0.9% | 122,512 | $7.8M |
| Barclays PLC | 0.00% | Add +288.9% | 121,380 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -23.1% | 120,897 | $7.7M |
| Brighton Jones LLC | 0.24% | Reduce -0.8% | 117,938 | $7.5M |
| Great Lakes Advisors, LLC | 0.07% | Add +0.4% | 116,983 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.2% | 116,522 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +8.6% | 116,202 | $7.4M |
| Charles Schwab Trust Co | 0.61% | Reduce -0.5% | 115,058 | $7.3M |
| Bryn Mawr Trust Advisors, LLC | 0.44% | Add +19.2% | 114,962 | $7.3M |
| Waverly Advisors, LLC | 0.09% | Reduce -5.2% | 114,861 | $7.3M |
| Cullen/Frost Bankers, Inc. | 0.10% | Add +3.8% | 113,868 | $7.2M |
"% 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.