SCZ Institutional Ownership Changes & 13F Activity

ISHARES MSCI EAFE SMALL-CAP (SCZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Causeway Capital Management, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy158,308175,414$13,754,235
Q1 2026Renaissance Technologies LLCBuy22,86774,467$5,838,957
Q1 2026Causeway Capital ManagementSell-7007,100$556,711
Q4 2025Renaissance Technologies LLCSell-8,70051,600$4,000,548
Q3 2025Sequoia Financial AdvisorsBuy10,18217,106$1,312,358
Q2 2025Renaissance Technologies LLCBuy17,02560,300$4,382,604
Q2 2025Sequoia Financial AdvisorsSell-466,924$503,223
Q1 2025Sequoia Financial AdvisorsSell-8696,970$442,814
Q4 2024Sequoia Financial AdvisorsSell-1,0187,839$476,200
Q3 2024Renaissance Technologies LLCBuy19,17543,275$2,929,718
Q3 2024Sequoia Financial AdvisorsSell-1208,857$599,631
Q2 2024Sequoia Financial AdvisorsSell-1,0808,977$553,339
Q1 2024Renaissance Technologies LLCSell-19,60024,100$1,526
Q1 2024Sequoia Financial AdvisorsSell-80910,057$636,930
Q4 2023Sequoia Financial AdvisorsSell-25410,866$672,605
Q3 2023Sequoia Financial AdvisorsSell-8,62611,120$627,932
Q2 2023Renaissance Technologies LLCSell-22,30043,700$2,577
Q2 2023Sequoia Financial AdvisorsSell-5,15019,746$1,164,608
Q1 2023Renaissance Technologies LLCBuy52,30066,000$3,928
Q1 2023Sequoia Financial AdvisorsSell-5,13224,896$1,481,537
Q4 2022Matrix Private Capital GroupSell-140149$8,416
Q4 2022Sequoia Financial AdvisorsSell-2630,028$1,695,958
Q3 2022Sequoia Financial AdvisorsSell-159,68430,054$1,467
Q3 2022Matrix Private Capital GroupSell-63289$14
Q2 2022Renaissance Technologies LLCSell-31,20013,700$748
Q2 2022Sequoia Financial AdvisorsBuy8,107189,738$10,358
Q2 2022Causeway Capital ManagementBuy7,8007,800$426
Q1 2022Sequoia Financial AdvisorsBuy33,886181,631$12,050
Q4 2021Sequoia Financial AdvisorsBuy125,883147,745$10,799
Q4 2021Renaissance Technologies LLCBuy22,40044,900$3,282

Frequently asked questions about SCZ activity

  • Which institutional owners are buying SCZ?

    Institutional owners buying SCZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCZ activity?

    "Buy" means an investor increased their reported position in SCZ compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EAFE SMALL-CAP (SCZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCZ increasing?

    Institutional interest in SCZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.