iShares MSCI Eafe Small-CapSCZETF
13F holders, Q1 2026 (March 31)764holders +11
56new positions
39sold out
7famous investors
$77.43avg. 13F price*
At the end of Q1 2026, 764 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 11 from Q4 2025. 56 opened new positions and 39 sold out. The largest holders were Jones Financial Companies LLLP ($3.8B), Natixis Advisors, LLC ($996.3M) and TIAA Wealth Investment Management LLC ($721.3M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $42.5M |
| Exits | 39 | $11.8M |
All 13F filers, Q4 2025 → Q1 2026: 23,865,880 shares bought and 17,912,594 shares sold, net +5,953,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| Jones Financial Companies LLLP | 1.80% | Add +40.9% | 49,428,037 | $3.8B |
| Natixis Advisors, LLC | 1.39% | Add +14.1% | 12,706,169 | $996.3M |
| TIAA Wealth Investment Management LLC | 5.51% | — | 9,480,809 | $721.3M |
| FMR LLC | 0.02% | Add +72.3% | 4,673,742 | $366.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.31% | — | 4,351,812 | $341.2M |
| Creative Planning | 0.21% | Reduce -1.9% | 3,924,370 | $307.7M |
| BlackRock, Inc. | 0.01% | Add +11.2% | 3,787,452 | $297.0M |
| State of New Jersey Common Pension Fund D | 1.12% | No change | 3,702,826 | $290.3M |
| Bank of New York Mellon Corp | 0.05% | Add +0.7% | 3,174,657 | $248.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +12.8% | 3,036,092 | $238.1M |
| Morgan Stanley | 0.01% | Add +4.4% | 2,495,025 | $195.6M |
| Bank of America Corp. | 0.01% | Add +35.3% | 2,452,274 | $192.3M |
| Wellington Management Group LLP | 0.02% | Add +24.0% | 1,478,776 | $116.0M |
| Northern Trust Corp. | 0.01% | Add +2.8% | 1,300,436 | $102.0M |
| Focus Partners Wealth | 0.11% | Reduce -0.9% | 1,284,028 | $100.7M |
| Cassaday & Co Wealth Management LLC | 2.10% | Reduce -1.0% | 1,258,490 | $98.7M |
| Cetera Investment Advisers | 0.09% | Add +5.1% | 1,131,350 | $88.7M |
| UBS Group AG | 0.01% | Add +25.7% | 975,244 | $76.5M |
| Modera Wealth Management, LLC | 0.84% | Reduce -2.3% | 894,861 | $70.2M |
| Wilmington Savings Fund Society, FSB | 1.61% | Reduce -1.8% | 861,100 | $67.5M |
| LPL Financial LLC | 0.02% | Reduce -0.9% | 848,780 | $66.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +8.5% | 720,172 | $56.5M |
| HighTower Advisors, LLC | 0.06% | Add +1.4% | 701,254 | $55.0M |
| Susquehanna International Group, LLP | 0.07% | Add +2382.2% | 686,291 | $53.8M |
| State of Tennessee, Department of Treasury | 0.17% | Reduce -0.0% | 625,924 | $49.1M |
| Nuveen, LLC | 0.01% | Add +145.3% | 616,804 | $48.4M |
| Financial Advisory Corp | 6.34% | Reduce -1.9% | 581,867 | $45.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.6% | 576,958 | $45.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.86% | Reduce -3.1% | 576,024 | $45.2M |
| National Bank of Canada | 0.04% | Add +2171.5% | 539,172 | $42.3M |
| Bank of Montreal | 0.02% | Reduce -26.0% | 531,686 | $41.7M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.0% | 496,916 | $39.0M |
| Wells Fargo & Company | 0.01% | Add +31.4% | 476,324 | $37.3M |
| Corient Private Wealth LP | 0.05% | Reduce -0.2% | 491,436 | $37.3M |
| Moneta Group Investment Advisors LLC | 0.28% | Add +5.0% | 469,189 | $36.8M |
| Baker Avenue Asset Management, LP | 0.80% | Add +0.4% | 446,785 | $35.0M |
| Plancorp, LLC | 0.98% | Reduce -0.1% | 414,374 | $34.3M |
| Wealthcare Advisory Partners LLC | 0.62% | Add +0.6% | 406,167 | $31.8M |
| MAI Capital Management | 0.17% | Add +2.5% | 376,174 | $29.5M |
| Halbert Hargrove Global Advisors, LLC | 1.43% | Reduce -2.0% | 375,064 | $29.4M |
| Mercer Global Advisors Inc. | 0.04% | Add +21.7% | 367,659 | $28.8M |
| Bear Mountain Capital, Inc. | 8.48% | Add +2.5% | 333,626 | $28.2M |
| Choreo, LLC | 0.30% | Reduce -3.4% | 314,114 | $24.6M |
| Arvest Bank Trust Division | 1.34% | Reduce -1.5% | 313,649 | $24.6M |
| Fifth Third Bancorp | 0.04% | Add +36.7% | 302,862 | $23.7M |
| Shakespeare Wealth Management, LLC | 5.52% | Add +0.9% | 297,524 | $23.3M |
| Pure Financial Advisors, LLC | 0.33% | Add +1.5% | 293,542 | $23.0M |
| Ballentine Partners, LLC | 0.32% | Reduce -0.9% | 290,142 | $22.8M |
| Citadel Advisors | 0.02% | New | 287,647 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 250,690 | $19.7M |
| Mill Creek Capital Advisors, LLC | 0.39% | Reduce -9.6% | 241,779 | $19.0M |
| Aspect Partners, LLC | 7.66% | Add +1472.3% | 239,050 | $18.7M |
| Bryn Mawr Trust Advisors, LLC | 0.88% | Add +15.5% | 230,756 | $18.1M |
| FSM Wealth Advisors, LLC | 2.31% | Add +5.0% | 229,229 | $18.0M |
| Mission Wealth Management, LP | 0.37% | Add +1.9% | 228,135 | $17.9M |
| IMA Advisory Services, Inc. | 1.72% | Add +80.3% | 225,289 | $17.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.4% | 213,145 | $16.7M |
| Savant Capital, LLC | 0.08% | Add +12.5% | 212,798 | $16.7M |
| Raymond James Financial Inc. | 0.01% | Add +3.5% | 210,952 | $16.5M |
| Truist Financial Corp. | 0.02% | Reduce -6.6% | 206,205 | $16.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +73.3% | 203,743 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.2% | 208,764 | $15.9M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -1.2% | 200,781 | $15.7M |
| First Citizens Bank & Trust Co. | 0.33% | Reduce -2.1% | 197,137 | $15.5M |
| Tiaa Trust, National Association | 0.94% | Reduce -98.7% | 196,512 | $15.4M |
| Osaic Holdings, Inc. | 0.02% | Add +3.0% | 190,741 | $15.0M |
| Exencial Wealth Advisors, LLC | 0.44% | Reduce -1.2% | 179,876 | $14.1M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -6.3% | 175,414 | $13.8M |
| Wealth Architects, LLC | 1.22% | Reduce -2.7% | 175,076 | $13.7M |
| RTD Financial Advisors, Inc. | 1.65% | Reduce -0.8% | 170,857 | $13.4M |
| Checchi Capital Advisers, LLC | 0.91% | Reduce -8.3% | 169,123 | $13.3M |
| Mariner, LLC | 0.01% | Add +2.9% | 163,979 | $12.9M |
| Captrust Financial Advisors | 0.02% | Add +1.5% | 160,176 | $12.6M |
| Klingman & Associates, LLC | 0.60% | Reduce -0.6% | 156,770 | $12.3M |
| Lido Advisors, LLC | 0.05% | Add +368.3% | 152,294 | $11.9M |
| Pathstone Holdings, LLC | 0.05% | Reduce -0.6% | 152,270 | $11.9M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +4167.4% | 149,016 | $11.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 143,446 | $11.2M |
| Alesco Advisors, LLC, An ESL Co | 0.29% | Reduce -2.2% | 143,111 | $11.2M |
| Shoker Investment Counsel, Inc. | 3.32% | Add +1.2% | 142,826 | $11.2M |
| Omega Financial Group, LLC | 3.66% | Add +0.4% | 141,407 | $11.1M |
| Brand Asset Management Group, Inc. | 2.85% | Reduce -5.9% | 139,741 | $11.0M |
| Curi Capital, LLC | 0.19% | Add +20.8% | 138,828 | $10.9M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -8.3% | 135,482 | $10.6M |
| Sound Stewardship, LLC | 4.74% | Add +0.5% | 131,930 | $10.3M |
| NewEdge Advisors, LLC | 0.04% | Add +7.2% | 131,337 | $10.3M |
| Frontier Asset Management, LLC | 2.14% | Add +524.4% | 129,905 | $10.2M |
| DORVAL Corp | 3.15% | Reduce -4.3% | 129,498 | $10.2M |
| WESCAP Management Group, Inc. | 1.99% | Add +0.3% | 129,007 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.6% | 126,252 | $9.9M |
| Baird Financial Group, Inc. | 0.01% | Add +3.6% | 122,741 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -4.4% | 122,424 | $9.6M |
| Charles Schwab Trust Co | 0.60% | Add +0.1% | 118,891 | $9.3M |
| Brighton Jones LLC | 0.21% | Add +0.8% | 118,810 | $9.3M |
| Fonville Wealth Management LLC | 1.74% | Add +2.2% | 116,247 | $9.1M |
| Ifrah Financial Services, Inc. | 2.37% | Reduce -2.4% | 114,202 | $9.0M |
| Range Advisory, LLC | 1.66% | Add +48.1% | 114,106 | $8.9M |
| Sachem Hill LLC | 1.69% | Reduce -2.7% | 111,144 | $8.7M |
| Bessemer Group Inc. | 0.01% | Add +7.1% | 107,625 | $8.4M |
| IFG Advisors, LLC | 1.35% | Add +4.9% | 105,479 | $8.3M |
"% 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.