iShares MSCI Eafe Small-CapSCZETF
13F holders, Q4 2025 (December 31)753holders +48
57new positions
46sold out
3famous investors
$77.56avg. 13F price*
At the end of Q4 2025, 753 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 48 from Q3 2025. 57 opened new positions and 46 sold out. The largest holders were Jones Financial Companies LLLP ($2.7B), Tiaa Trust, National Association ($1.2B) and Natixis Advisors, LLC ($863.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $17.6M |
| Exits | 46 | $138.3M |
All 13F filers, Q3 2025 → Q4 2025: 28,361,159 shares bought and 4,676,373 shares sold, net +23,684,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 753 holders
| Jones Financial Companies LLLP | 1.66% | Add +210.8% | 35,085,170 | $2.7B |
| Tiaa Trust, National Association | 2.89% | Add +1.4% | 15,520,503 | $1.2B |
| Natixis Advisors, LLC | 1.22% | Add +15.5% | 11,131,682 | $863.0M |
| Creative Planning | 0.22% | Reduce -3.5% | 4,001,104 | $310.2M |
| State of New Jersey Common Pension Fund D | 1.04% | No change | 3,702,826 | $287.1M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 3,405,764 | $264.0M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.2% | 3,153,629 | $244.5M |
| FMR LLC | 0.01% | Reduce -1.7% | 2,711,858 | $210.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -2.3% | 2,691,696 | $208.7M |
| Morgan Stanley | 0.01% | Reduce -15.2% | 2,389,338 | $185.2M |
| Bank of America Corp. | 0.01% | Add +10.5% | 1,812,499 | $140.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -26.2% | 1,321,738 | $102.5M |
| Focus Partners Wealth | 0.11% | Reduce -1.5% | 1,295,833 | $100.2M |
| Cassaday & Co Wealth Management LLC | 2.08% | Add +1.4% | 1,271,310 | $98.6M |
| Northern Trust Corp. | 0.01% | Add +2.8% | 1,265,619 | $98.1M |
| Wellington Management Group LLP | 0.02% | Add +276.1% | 1,192,835 | $92.5M |
| Cetera Investment Advisers | 0.09% | Add +3.6% | 1,076,533 | $83.5M |
| Modera Wealth Management, LLC | 0.82% | Reduce -7.5% | 916,255 | $71.0M |
| Wilmington Savings Fund Society, FSB | 1.60% | Add +12.7% | 876,396 | $67.9M |
| LPL Financial LLC | 0.02% | Add +0.7% | 856,401 | $66.4M |
| UBS Group AG | 0.01% | Reduce -5.9% | 775,701 | $60.1M |
| Bank of Montreal | 0.02% | Add +4.0% | 718,260 | $55.7M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.3% | 691,409 | $53.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +5.3% | 663,595 | $51.4M |
| State of Tennessee, Department of Treasury | 0.16% | Add +0.3% | 625,957 | $51.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.87% | Reduce -3.5% | 594,386 | $46.1M |
| Financial Advisory Corp | 6.69% | Reduce -0.8% | 592,938 | $46.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.0% | 586,124 | $45.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -4.6% | 512,070 | $39.7M |
| Corient Private Wealth LP | 0.05% | Add +35.6% | 492,206 | $38.2M |
| Moneta Group Investment Advisors LLC | 0.26% | Reduce -4.6% | 446,904 | $34.6M |
| Baker Avenue Asset Management, LP | 0.80% | Reduce -6.0% | 444,946 | $34.5M |
| Plancorp, LLC | 0.97% | Add +0.3% | 414,803 | $32.2M |
| Wealthcare Advisory Partners LLC | 0.62% | Add +2.5% | 403,688 | $31.3M |
| Halbert Hargrove Global Advisors, LLC | 1.42% | Reduce -0.6% | 382,888 | $29.7M |
| MAI Capital Management | 0.16% | Add +5.3% | 366,825 | $28.4M |
| Wells Fargo & Company | 0.01% | Add +1.2% | 362,499 | $28.1M |
| Bear Mountain Capital, Inc. | 8.45% | Add +1.9% | 325,320 | $26.2M |
| Choreo, LLC | 0.32% | Reduce -4.3% | 325,234 | $25.3M |
| Arvest Bank Trust Division | 1.34% | Reduce -1.1% | 318,514 | $24.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -20.8% | 302,170 | $23.4M |
| Shakespeare Wealth Management, LLC | 5.05% | Add +1.9% | 294,944 | $22.9M |
| Ballentine Partners, LLC | 0.32% | Reduce -26.6% | 292,689 | $22.7M |
| Pure Financial Advisors, LLC | 0.34% | Add +2.0% | 289,090 | $22.4M |
| Mill Creek Capital Advisors, LLC | 0.42% | Reduce -5.5% | 267,491 | $20.7M |
| Nuveen, LLC | 0.01% | Add +91.7% | 251,504 | $19.5M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 248,964 | $19.3M |
| Mission Wealth Management, LP | 0.35% | Add +5.7% | 223,998 | $17.4M |
| Fifth Third Bancorp | 0.05% | Add +1.2% | 221,491 | $17.2M |
| Truist Financial Corp. | 0.02% | Reduce -0.5% | 220,771 | $17.1M |
| FSM Wealth Advisors, LLC | 2.32% | Add +4.5% | 218,421 | $16.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.2% | 213,922 | $16.6M |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 203,887 | $15.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +1.0% | 203,142 | $15.7M |
| First Citizens Bank & Trust Co. | 0.33% | Add +1.5% | 201,370 | $15.6M |
| Bryn Mawr Trust Advisors, LLC | 0.75% | Add +21.3% | 199,856 | $15.5M |
| Savant Capital, LLC | 0.08% | Reduce -22.0% | 189,191 | $14.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +993.8% | 187,107 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Add +4.3% | 185,244 | $14.4M |
| Checchi Capital Advisers, LLC | 0.97% | Reduce -3.5% | 184,372 | $14.3M |
| Exencial Wealth Advisors, LLC | 0.45% | Reduce -0.1% | 182,064 | $14.1M |
| Wealth Architects, LLC | 1.26% | Reduce -0.6% | 179,965 | $14.0M |
| RTD Financial Advisors, Inc. | 1.63% | Reduce -1.9% | 172,300 | $13.4M |
| Mariner, LLC | 0.01% | Add +2.5% | 159,401 | $12.4M |
| Captrust Financial Advisors | 0.02% | Add +5.2% | 157,743 | $12.2M |
| Klingman & Associates, LLC | 0.59% | Reduce -1.2% | 157,675 | $12.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.69% | No change | 156,900 | $12.2M |
| Pathstone Holdings, LLC | 0.05% | Add +0.3% | 153,204 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 152,565 | $11.8M |
| Brand Asset Management Group, Inc. | 3.22% | Reduce -3.7% | 148,566 | $11.5M |
| Cullen/Frost Bankers, Inc. | 0.13% | Add +19.2% | 147,822 | $11.5M |
| Alesco Advisors, LLC, An ESL Co | 0.29% | Reduce -1.1% | 146,373 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +18.6% | 146,134 | $11.3M |
| Shoker Investment Counsel, Inc. | 3.21% | Add +3.2% | 141,157 | $10.9M |
| Omega Financial Group, LLC | 3.63% | Add +1.0% | 140,796 | $10.9M |
| DORVAL Corp | 3.35% | Add +1.6% | 135,369 | $10.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -15.9% | 134,043 | $10.5M |
| Sound Stewardship, LLC | 4.88% | Add +1.9% | 131,280 | $10.2M |
| WESCAP Management Group, Inc. | 2.02% | Reduce -1.3% | 128,607 | $10.0M |
| M&T Bank Corp | 0.03% | Reduce -0.0% | 128,044 | $9.9M |
| IMA Advisory Services, Inc. | 0.93% | Reduce -5.9% | 124,917 | $9.7M |
| NewEdge Advisors, LLC | 0.03% | Add +19.0% | 122,549 | $9.5M |
| Shore Point Advisors, LLC | 3.99% | Reduce -47.6% | 121,740 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.6% | 116,487 | $9.2M |
| Charles Schwab Trust Co | 0.60% | Reduce -0.5% | 118,742 | $9.2M |
| Baird Financial Group, Inc. | 0.01% | Add +6.5% | 118,509 | $9.2M |
| Brighton Jones LLC | 0.34% | Add +1.0% | 117,885 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.6% | 117,549 | $9.1M |
| Ifrah Financial Services, Inc. | 2.33% | Reduce -2.0% | 116,948 | $9.1M |
| Curi Capital, LLC | 0.15% | Add +35.8% | 114,946 | $8.9M |
| Sachem Hill LLC | 1.72% | Reduce -3.8% | 114,238 | $8.9M |
| Fonville Wealth Management LLC | 1.80% | Add +6.8% | 113,735 | $8.8M |
| Brooklyn FI, LLC | 1.72% | Reduce -0.0% | 103,856 | $8.1M |
| Equitable Holdings, Inc. | 0.05% | Reduce -0.8% | 102,295 | $7.9M |
| LTG Capital LLC | 6.12% | Add +42.7% | 101,345 | $7.9M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +28.1% | 100,790 | $7.8M |
| IFG Advisors, LLC | 1.30% | Add +6.6% | 100,577 | $7.8M |
| Bessemer Group Inc. | 0.01% | Add +4.1% | 100,489 | $7.8M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -9.0% | 99,129 | $7.7M |
| Bleakley Financial Group, LLC | 0.13% | Add +46.7% | 98,647 | $7.6M |
"% 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.