iShares MSCI Eafe Small-CapSCZETF
13F holders, Q2 2025 (June 30)717holders +29
65new positions
34sold out
4famous investors
$72.57avg. 13F price*
At the end of Q2 2025, 717 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 29 from Q1 2025. 65 opened new positions and 34 sold out. The largest holders were Tiaa Trust, National Association ($1.1B), Jones Financial Companies LLLP ($770.1M) and Natixis Advisors, LLC ($737.5M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $104.1M |
| Exits | 34 | $82.7M |
All 13F filers, Q1 2025 → Q2 2025: 13,030,724 shares bought and 14,186,775 shares sold, net −1,156,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 717 holders
| Tiaa Trust, National Association | 2.79% | Add +91.0% | 14,807,882 | $1.1B |
| Jones Financial Companies LLLP | 0.58% | Add +4.4% | 10,635,085 | $770.1M |
| Natixis Advisors, LLC | 1.17% | Add +4.8% | 10,146,560 | $737.5M |
| Creative Planning | 0.27% | Reduce -4.9% | 4,279,272 | $311.0M |
| State of New Jersey Common Pension Fund D | 1.00% | No change | 3,560,557 | $258.8M |
| BlackRock, Inc. | 0.00% | Reduce -34.6% | 3,316,992 | $241.1M |
| Bank of New York Mellon Corp | 0.04% | Reduce -6.1% | 3,243,879 | $235.8M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -17.4% | 2,849,453 | $207.1M |
| FMR LLC | 0.01% | Reduce -28.1% | 2,680,462 | $194.8M |
| Morgan Stanley | 0.01% | Reduce -6.5% | 2,366,770 | $172.0M |
| Bank of America Corp. | 0.01% | Add +5.0% | 2,005,470 | $145.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -54.4% | 1,772,412 | $128.8M |
| Focus Partners Wealth | 0.20% | Reduce -5.0% | 1,295,313 | $94.1M |
| Cassaday & Co Wealth Management LLC | 2.30% | Add +17.0% | 1,262,636 | $91.8M |
| UBS Group AG | 0.02% | Add +10.7% | 1,206,574 | $87.7M |
| Northern Trust Corp. | 0.01% | Add +8.3% | 1,199,266 | $87.2M |
| Modera Wealth Management, LLC | 0.91% | Reduce -15.4% | 1,013,737 | $73.7M |
| LPL Financial LLC | 0.02% | Add +8.0% | 802,503 | $58.3M |
| Royal Bank of Canada | 0.01% | Add +228.0% | 777,599 | $56.5M |
| Avantax Advisory Services, Inc. | 0.30% | Add +2.3% | 741,134 | $53.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.6% | 727,710 | $52.9M |
| Bank of Montreal | 0.03% | Add +2.5% | 689,001 | $50.1M |
| Jane Street Group, LLC | 0.08% | New | 666,807 | $48.5M |
| Wilmington Savings Fund Society, FSB | 0.85% | Add +12.5% | 655,882 | $47.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.02% | Reduce -5.9% | 649,117 | $47.2M |
| Financial Advisory Corp | 7.13% | Reduce -1.5% | 639,573 | $46.5M |
| State of Tennessee, Department of Treasury | 0.17% | Reduce -6.6% | 637,648 | $46.3M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -57.5% | 610,968 | $44.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +1.4% | 591,062 | $43.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -52.3% | 590,623 | $42.9M |
| Wellington Management Group LLP | 0.01% | Add +11.3% | 534,741 | $38.9M |
| Baker Avenue Asset Management, LP | 0.98% | Add +7.8% | 472,743 | $34.4M |
| Moneta Group Investment Advisors LLC | 0.41% | Reduce -0.6% | 470,679 | $34.2M |
| Plancorp, LLC | 1.04% | Reduce -8.8% | 414,181 | $30.1M |
| Ballentine Partners, LLC | 0.44% | Reduce -3.5% | 402,920 | $29.3M |
| Halbert Hargrove Global Advisors, LLC | 1.52% | Reduce -5.3% | 398,553 | $29.0M |
| Wealthcare Advisory Partners LLC | 0.66% | Add +16.1% | 395,017 | $28.7M |
| Corient Private Wealth LP | 0.04% | Reduce -43.5% | 388,117 | $28.2M |
| Mariner, LLC | 0.04% | Reduce -3.5% | 381,232 | $27.7M |
| Franklin Resources Inc. | 0.01% | Reduce -34.2% | 378,469 | $27.5M |
| Choreo, LLC | 0.35% | Reduce -4.9% | 349,443 | $25.4M |
| Flow Traders U.S. LLC | 0.93% | Add +658.6% | 347,919 | $25.3M |
| MAI Capital Management | 0.17% | Add +21.3% | 340,341 | $24.7M |
| Arvest Bank Trust Division | 1.41% | Reduce -1.2% | 332,173 | $24.1M |
| Wells Fargo & Company | 0.01% | Reduce -4.7% | 330,821 | $24.0M |
| Bear Mountain Capital, Inc. | 8.32% | Add +1.2% | 319,966 | $23.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +149.0% | 290,122 | $21.1M |
| Shakespeare Wealth Management, LLC | 5.61% | Reduce -0.3% | 289,426 | $21.0M |
| Great Lakes Advisors, LLC | 0.17% | Add +145.1% | 286,662 | $20.8M |
| Pure Financial Advisors, LLC | 0.36% | Add +86.6% | 284,186 | $20.7M |
| Mill Creek Capital Advisors, LLC | 0.46% | Reduce -2.2% | 282,510 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.4% | 282,208 | $20.5M |
| Full Sail Capital, LLC | 1.17% | Add +28.5% | 278,066 | $20.2M |
| Cetera Investment Advisers | 0.03% | Add +13.8% | 274,406 | $19.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.8% | 251,262 | $18.3M |
| Shore Point Advisors, LLC | 8.66% | Add +1.9% | 247,980 | $18.0M |
| Stifel Financial Corp. | 0.02% | Add +2.1% | 247,038 | $18.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.06% | Reduce -72.4% | 241,900 | $17.6M |
| Aspect Partners, LLC | 8.44% | Add +5391.9% | 235,549 | $17.1M |
| Truist Financial Corp. | 0.02% | Reduce -12.4% | 230,840 | $16.8M |
| Mission Wealth Management, LP | 0.33% | Add +3.4% | 205,491 | $14.9M |
| Pathstone Holdings, LLC | 0.06% | Add +124.9% | 255,603 | $14.8M |
| Fifth Third Bancorp | 0.05% | Add +1.9% | 204,007 | $14.8M |
| Savant Capital, LLC | 0.10% | Add +6.5% | 193,959 | $14.1M |
| Checchi Capital Advisers, LLC | 0.98% | Reduce -4.2% | 192,812 | $14.0M |
| Wealth Architects, LLC | 1.39% | Add +2.1% | 188,476 | $13.7M |
| Exencial Wealth Advisors, LLC | 0.47% | Reduce -1.3% | 185,298 | $13.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +99.6% | 183,359 | $13.3M |
| Brand Asset Management Group, Inc. | 4.83% | Reduce -28.2% | 177,974 | $12.9M |
| RTD Financial Advisors, Inc. | 1.62% | Reduce -2.9% | 173,755 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -38.3% | 170,471 | $12.4M |
| First Citizens Bank & Trust Co. | 0.22% | Reduce -19.8% | 170,133 | $12.4M |
| FSM Wealth Advisors, LLC | 2.01% | Add +8.6% | 171,474 | $12.4M |
| Osaic Holdings, Inc. | 0.02% | Add +5.9% | 166,193 | $12.1M |
| Klingman & Associates, LLC | 0.65% | Reduce -4.3% | 162,668 | $11.8M |
| Captrust Financial Advisors | 0.03% | Add +0.6% | 157,557 | $11.5M |
| Alesco Advisors, LLC, An ESL Co | 0.32% | Reduce -1.4% | 152,162 | $11.1M |
| Lido Advisors, LLC | 0.06% | Add +1107.0% | 150,227 | $10.9M |
| Nuveen, LLC | 0.00% | Reduce -80.8% | 143,773 | $10.4M |
| Omega Financial Group, LLC | 3.66% | Add +0.5% | 139,650 | $10.1M |
| M&T Bank Corp | 0.03% | Add +0.2% | 137,224 | $10.0M |
| Shoker Investment Counsel, Inc. | 3.12% | Add +4.6% | 136,975 | $10.0M |
| IMA Advisory Services, Inc. | 1.06% | Add +0.5% | 136,400 | $9.9M |
| WESCAP Management Group, Inc. | 2.17% | Add +0.5% | 131,143 | $9.5M |
| DORVAL Corp | 3.40% | Add +3.4% | 130,723 | $9.5M |
| Sound Stewardship, LLC | 4.86% | Add +1.5% | 129,532 | $9.4M |
| Sachem Hill LLC | 1.91% | Reduce -8.7% | 128,839 | $9.4M |
| Bryn Mawr Trust Advisors, LLC | 0.51% | Add +11.1% | 127,749 | $9.3M |
| Sterling Capital Management LLC | 0.13% | Reduce -9.2% | 127,532 | $9.3M |
| Copperwynd Financial, LLC | 2.26% | New | 124,832 | $9.1M |
| One Capital Management, LLC | 0.31% | Reduce -68.0% | 123,872 | $9.0M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +7.6% | 122,475 | $8.9M |
| Baird Financial Group, Inc. | 0.02% | Add +1.2% | 122,382 | $8.9M |
| Ifrah Financial Services, Inc. | 2.39% | Reduce -1.6% | 120,585 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.6% | 118,665 | $8.7M |
| Brighton Jones LLC | 0.23% | Add +0.1% | 118,022 | $8.6M |
| Charles Schwab Trust Co | 0.64% | Add +1.8% | 117,092 | $8.5M |
| Citigroup Inc. | 0.01% | Reduce -90.5% | 115,935 | $8.4M |
| Equitable Holdings, Inc. | 0.07% | Reduce -57.2% | 114,732 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 111,756 | $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.