iShares MSCI Eafe Small-CapSCZETF
13F holders, Q3 2025 (September 30)705holders −12
37new positions
41sold out
1famous investor
$76.66avg. 13F price*
At the end of Q3 2025, 705 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, down 12 from Q2 2025. 37 opened new positions and 41 sold out. The largest holders were Tiaa Trust, National Association ($1.2B), Jones Financial Companies LLLP ($860.5M) and Natixis Advisors, LLC ($739.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $74.9M |
| Exits | 41 | $21.6M |
All 13F filers, Q2 2025 → Q3 2025: 5,039,647 shares bought and 5,423,228 shares sold, net −383,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 705 holders
| Tiaa Trust, National Association | 2.84% | Add +3.4% | 15,303,736 | $1.2B |
| Jones Financial Companies LLLP | 0.59% | Add +6.2% | 11,290,255 | $860.5M |
| Natixis Advisors, LLC | 1.08% | Reduce -5.0% | 9,640,990 | $739.7M |
| Creative Planning | 0.24% | Reduce -3.1% | 4,145,773 | $318.1M |
| State of New Jersey Common Pension Fund D | 1.05% | Add +4.0% | 3,702,826 | $284.1M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 3,421,656 | $262.5M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.6% | 3,159,747 | $242.4M |
| Morgan Stanley | 0.01% | Add +19.0% | 2,815,940 | $216.0M |
| FMR LLC | 0.01% | Add +2.9% | 2,759,158 | $211.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -3.3% | 2,755,868 | $211.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.1% | 1,791,812 | $137.5M |
| Bank of America Corp. | 0.01% | Reduce -18.2% | 1,639,727 | $125.8M |
| Focus Partners Wealth | 0.16% | Add +1.5% | 1,315,069 | $100.9M |
| Cassaday & Co Wealth Management LLC | 2.22% | Reduce -0.8% | 1,253,178 | $96.1M |
| Northern Trust Corp. | 0.01% | Add +2.7% | 1,231,703 | $94.5M |
| Cetera Investment Advisers | 0.09% | Add +278.6% | 1,038,781 | $79.7M |
| Modera Wealth Management, LLC | 0.88% | Reduce -2.3% | 990,947 | $76.0M |
| Global Alpha Capital Management Ltd. | 3.92% | New | 893,600 | $68.6M |
| LPL Financial LLC | 0.02% | Add +6.0% | 850,561 | $65.3M |
| UBS Group AG | 0.01% | Reduce -31.7% | 824,546 | $63.3M |
| Wilmington Savings Fund Society, FSB | 1.44% | Add +18.6% | 777,653 | $59.7M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.8% | 707,588 | $54.3M |
| Bank of Montreal | 0.02% | Add +0.3% | 690,821 | $53.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +6.7% | 630,381 | $48.4M |
| State of Tennessee, Department of Treasury | 0.16% | Reduce -2.1% | 624,292 | $47.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.94% | Reduce -5.1% | 616,049 | $47.3M |
| Financial Advisory Corp | 6.75% | Reduce -6.5% | 597,672 | $45.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.7% | 586,229 | $45.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -12.2% | 536,602 | $41.2M |
| Baker Avenue Asset Management, LP | 0.87% | Add +0.1% | 473,346 | $36.3M |
| Moneta Group Investment Advisors LLC | 0.29% | Reduce -0.5% | 468,555 | $35.9M |
| Plancorp, LLC | 1.00% | Reduce -0.1% | 413,610 | $31.7M |
| Ballentine Partners, LLC | 0.42% | Reduce -1.1% | 398,696 | $30.6M |
| Wealthcare Advisory Partners LLC | 0.63% | Reduce -0.3% | 393,932 | $30.2M |
| Halbert Hargrove Global Advisors, LLC | 1.45% | Reduce -3.4% | 385,169 | $29.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +877.2% | 381,567 | $29.3M |
| Corient Private Wealth LP | 0.04% | Reduce -6.5% | 362,922 | $27.8M |
| Wells Fargo & Company | 0.01% | Add +8.3% | 358,100 | $27.5M |
| MAI Capital Management | 0.17% | Add +2.4% | 348,482 | $26.7M |
| Choreo, LLC | 0.34% | Reduce -2.7% | 339,984 | $26.1M |
| Arvest Bank Trust Division | 1.37% | Reduce -3.0% | 322,091 | $24.7M |
| Bear Mountain Capital, Inc. | 8.15% | Reduce -0.2% | 319,306 | $24.4M |
| Wellington Management Group LLP | 0.00% | Reduce -40.7% | 317,131 | $24.3M |
| Shakespeare Wealth Management, LLC | 5.05% | Reduce 0.0% | 289,424 | $22.2M |
| Great Lakes Advisors, LLC | 0.18% | Reduce -0.2% | 286,116 | $22.0M |
| Pure Financial Advisors, LLC | 0.35% | Reduce -0.3% | 283,409 | $21.7M |
| Mill Creek Capital Advisors, LLC | 0.45% | Add +0.2% | 283,037 | $21.7M |
| Jane Street Group, LLC | 0.02% | Reduce -58.8% | 274,993 | $21.1M |
| Full Sail Capital, LLC | 1.11% | Reduce -6.0% | 261,386 | $20.1M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 248,198 | $19.0M |
| Savant Capital, LLC | 0.11% | Add +25.1% | 242,604 | $18.6M |
| Shore Point Advisors, LLC | 7.88% | Reduce -6.3% | 232,245 | $17.8M |
| Aspect Partners, LLC | 8.09% | Reduce -1.5% | 232,111 | $17.8M |
| Truist Financial Corp. | 0.02% | Reduce -3.9% | 221,820 | $17.0M |
| Fifth Third Bancorp | 0.05% | Add +7.3% | 218,856 | $16.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.9% | 218,745 | $16.8M |
| Mission Wealth Management, LP | 0.33% | Add +3.1% | 211,890 | $16.3M |
| FSM Wealth Advisors, LLC | 2.27% | Add +21.9% | 209,009 | $16.0M |
| Franklin Resources Inc. | 0.00% | Reduce -45.9% | 204,783 | $15.7M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +18.0% | 201,145 | $15.4M |
| First Citizens Bank & Trust Co. | 0.33% | Add +16.6% | 198,314 | $15.2M |
| Checchi Capital Advisers, LLC | 1.01% | Reduce -0.9% | 191,068 | $14.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -32.3% | 191,017 | $14.7M |
| Exencial Wealth Advisors, LLC | 0.46% | Reduce -1.6% | 182,280 | $14.0M |
| Wealth Architects, LLC | 1.31% | Reduce -4.0% | 180,963 | $13.9M |
| Osaic Holdings, Inc. | 0.02% | Add +6.9% | 177,696 | $13.6M |
| RTD Financial Advisors, Inc. | 1.62% | Add +1.1% | 175,624 | $13.5M |
| Bryn Mawr Trust Advisors, LLC | 0.63% | Add +29.0% | 164,832 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -13.1% | 159,337 | $12.3M |
| Klingman & Associates, LLC | 0.62% | Reduce -1.9% | 159,550 | $12.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.70% | Reduce -35.1% | 156,900 | $12.0M |
| Lido Advisors, LLC | 0.05% | Add +3.7% | 155,842 | $12.0M |
| Mariner, LLC | 0.02% | Reduce -59.2% | 155,491 | $11.9M |
| Brand Asset Management Group, Inc. | 3.33% | Reduce -13.3% | 154,236 | $11.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -40.3% | 152,713 | $11.7M |
| Captrust Financial Advisors | 0.02% | Reduce -4.8% | 149,987 | $11.5M |
| Alesco Advisors, LLC, An ESL Co | 0.31% | Reduce -2.7% | 148,059 | $11.4M |
| Royal Bank of Canada | 0.00% | Reduce -81.0% | 147,347 | $11.3M |
| Omega Financial Group, LLC | 3.60% | Reduce -0.2% | 139,386 | $10.7M |
| Shoker Investment Counsel, Inc. | 3.10% | Reduce -0.1% | 136,829 | $10.5M |
| DORVAL Corp | 3.38% | Add +1.9% | 133,201 | $10.2M |
| IMA Advisory Services, Inc. | 1.03% | Reduce -2.7% | 132,707 | $10.2M |
| Nuveen, LLC | 0.00% | Reduce -8.7% | 131,210 | $10.1M |
| WESCAP Management Group, Inc. | 2.10% | Reduce -0.6% | 130,330 | $10.0M |
| Sound Stewardship, LLC | 4.74% | Reduce -0.6% | 128,812 | $9.9M |
| M&T Bank Corp | 0.03% | Reduce -6.7% | 128,063 | $9.8M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +1.2% | 123,994 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.3% | 123,213 | $9.4M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +31.1% | 122,901 | $9.4M |
| Sterling Capital Management LLC | 0.13% | Reduce -6.3% | 119,563 | $9.2M |
| Charles Schwab Trust Co | 0.62% | Add +2.0% | 119,391 | $9.2M |
| Ifrah Financial Services, Inc. | 2.37% | Reduce -1.0% | 119,353 | $9.2M |
| Sachem Hill LLC | 1.82% | Reduce -7.8% | 118,798 | $9.1M |
| Brighton Jones LLC | 0.21% | Reduce -1.1% | 116,681 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -60.5% | 114,534 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.3% | 112,426 | $8.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.1% | 111,259 | $8.5M |
| Waverly Advisors, LLC | 0.08% | Reduce -1.5% | 108,948 | $8.4M |
| Integrated Wealth Concepts LLC | 0.07% | Add +11.1% | 108,937 | $8.4M |
| Fonville Wealth Management LLC | 1.84% | Add +4.9% | 106,526 | $8.2M |
"% 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.