ISHARES MSCI EAFE SMALL-CAP (SCZ) Institutional Shareholders
ISHARES MSCI EAFE SMALL-CAP (SCZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.20B in SCZ holdings during the latest filing period.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of SCZ tracked by InsiderSet, reporting ownership valued at approximately $4.38B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.57B, representing an estimated gain of +4.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed SCZ value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Natixis Advisors, Llc, Tiaa Wealth Investment Management Llc, and several other long-term asset managers with concentrated positions in ISHARES MSCI EAFE SMALL-CAP (SCZ).
This page ranks the largest institutional SCZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
761
Total Reported Value
$12.20B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$4.38B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 1.75% | 53,299,660 | $4,379,131,692 | $4,572,577,831 | +$193,446,139 | +4.42% | |
| Natixis Advisors, Llc | 1.31% | 14,107,864 | $1,160,653,000 | $1,210,313,653 | +$49,660,653 | +4.28% | |
| Tiaa Wealth Investment Management Llc | 5.31% | 9,651,143 | $795,254,194 | $827,971,558 | +$32,717,364 | +4.11% | |
| Goldman Sachs Group Inc | 0.05% | 6,322,889 | $520,184,078 | $542,440,647 | +$22,256,569 | +4.28% | |
| Fmr Llc | 0.02% | 5,321,287 | $437,782,299 | $456,513,212 | +$18,730,913 | +4.28% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.28% | 4,508,820 | $370,940,621 | $386,811,668 | +$15,871,047 | +4.28% | |
| Blackrock, Inc. | 0.00% | 3,880,423 | $319,242,421 | $332,901,489 | +$13,659,068 | +4.28% | |
| State Of New Jersey Common Pension Fund D | 1.04% | 3,702,826 | $304,631,495 | $317,665,443 | +$13,033,948 | +4.28% | |
| Bank Of New York Mellon Corp | 0.04% | 2,987,961 | $245,819,514 | $256,337,174 | +$10,517,660 | +4.28% | |
| Morgan Stanley | 0.01% | 2,276,111 | $187,255,708 | $195,267,563 | +$8,011,855 | +4.28% | |
| Bank Of America Corp | 0.01% | 1,958,678 | $161,140,425 | $168,034,986 | +$6,894,561 | +4.28% | |
| Jane Street Group, Llc | 0.08% | 1,534,940 | $126,279,514 | $131,682,503 | +$5,402,989 | +4.28% | |
| Cassaday & Co Wealth Management Llc | 2.10% | 1,361,748 | $112,031,007 | $116,824,361 | +$4,793,354 | +4.28% | |
| Northern Trust Corp | 0.01% | 1,302,991 | $107,197,070 | $111,783,598 | +$4,586,528 | +4.28% | |
| Focus Partners Wealth | 0.11% | 1,274,009 | $104,812,801 | $109,297,232 | +$4,484,431 | +4.28% | |
| Cetera Investment Advisers | 0.09% | 1,189,371 | $97,849,600 | $102,036,138 | +$4,186,538 | +4.28% | |
| Wellington Management Group Llp | 0.02% | 1,070,547 | $88,073,901 | $91,842,227 | +$3,768,326 | +4.28% | |
| Ubs Group Ag | 0.01% | 963,893 | $79,299,477 | $82,692,380 | +$3,392,903 | +4.28% | |
| Lpl Financial Llc | 0.02% | 940,672 | $77,389,088 | $80,700,251 | +$3,311,163 | +4.28% | |
| Wilmington Savings Fund Society, Fsb | 1.61% | 878,997 | $72,315,083 | $75,409,153 | +$3,094,070 | +4.28% | |
| Modera Wealth Management, Llc | 0.77% | 878,343 | $72,261,258 | $75,353,046 | +$3,091,788 | +4.28% | |
| Bank Of Montreal | 0.02% | 718,382 | $59,101,329 | $61,629,992 | +$2,528,663 | +4.28% | |
| State Of Tennessee, Department Of Treasury | 0.15% | 611,475 | $50,306,049 | $52,458,440 | +$2,152,391 | +4.28% | |
| Forvis Mazars Wealth Advisors, Llc | 0.77% | 559,265 | $46,010,731 | $47,979,344 | +$1,968,613 | +4.28% | |
| Envestnet Asset Management Inc | 0.01% | 554,806 | $45,603,051 | $47,596,807 | +$1,993,756 | +4.37% | |
| Financial Advisory Corp | 6.00% | 550,184 | $45,263,607 | $47,200,285 | +$1,936,678 | +4.28% | |
| Moneta Group Investment Advisors Llc | 0.32% | 530,040 | $43,606,430 | $45,472,132 | +$1,865,702 | +4.28% | |
| Wells Fargo & Company/Mn | 0.01% | 501,946 | $41,295,072 | $43,061,947 | +$1,766,875 | +4.28% | |
| Baker Avenue Asset Management, Lp | 0.71% | 451,566 | $37,150,325 | $38,739,847 | +$1,589,522 | +4.28% | |
| Wealthcare Advisory Partners Llc | 0.66% | 424,121 | $34,892,432 | $36,385,341 | +$1,492,909 | +4.28% | |
| Pnc Financial Services Group, Inc. | 0.02% | 407,401 | $33,516,853 | $34,950,932 | +$1,434,079 | +4.28% | |
| Plancorp, Llc | 0.79% | 394,801 | $32,571,074 | $33,869,978 | +$1,298,904 | +3.99% | |
| Flow Traders U.S. Llc | 1.33% | 392,688 | $32,306,000 | $33,688,704 | +$1,382,704 | +4.28% | |
| Mercer Global Advisors Inc | 0.04% | 388,759 | $31,983,188 | $33,351,635 | +$1,368,447 | +4.28% | |
| Mai Capital Management | 0.12% | 383,693 | $31,566,445 | $32,917,022 | +$1,350,577 | +4.28% | |
| Savant Capital, Llc | 0.09% | 372,190 | $31,164,968 | $31,930,180 | +$765,212 | +2.46% | |
| Halbert Hargrove Global Advisors, Llc | 1.32% | 369,979 | $30,438,143 | $31,740,498 | +$1,302,355 | +4.28% | |
| Royal Bank Of Canada | 0.00% | 354,448 | $29,161,000 | $30,408,094 | +$1,247,094 | +4.28% | |
| Bear Mountain Capital, Inc. | 8.28% | 343,768 | $28,567,129 | $29,491,857 | +$924,728 | +3.24% | |
| Arvest Bank Trust Division | 1.24% | 310,319 | $25,529,943 | $26,622,267 | +$1,092,324 | +4.28% | |
| Shakespeare Wealth Management, Llc | 6.69% | 307,098 | $25,264,946 | $26,345,937 | +$1,080,991 | +4.28% | |
| Choreo, Llc | 0.27% | 304,597 | $25,059,295 | $26,131,377 | +$1,072,082 | +4.28% | |
| Fifth Third Bancorp | 0.04% | 298,877 | $24,588,555 | $25,640,658 | +$1,052,103 | +4.28% | |
| St. Louis Trust Co | 2.81% | 9,680 | $24,555,845 | $830,447 | -$23,725,398 | -96.62% | |
| Pure Financial Advisors, Llc | 0.31% | 295,814 | $24,336,619 | $25,377,883 | +$1,041,264 | +4.28% | |
| Mission Wealth Management, Lp | 0.30% | 293,676 | $24,160,703 | $25,194,464 | +$1,033,761 | +4.28% | |
| Ballentine Partners, Llc | 0.29% | 288,781 | $23,758,013 | $24,774,522 | +$1,016,509 | +4.28% | |
| Envestnet Portfolio Solutions, Inc. | 0.10% | 263,593 | $21,685,755 | $22,613,643 | +$927,888 | +4.28% | |
| First Citizens Bank & Trust Co | 0.32% | 261,333 | $21,499,865 | $22,419,758 | +$919,893 | +4.28% | |
| Stifel Financial Corp | 0.02% | 251,342 | $20,677,993 | $21,562,630 | +$884,637 | +4.28% |
Frequently asked questions about SCZ
Who owns the most SCZ stock?
The largest holders of SCZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI EAFE SMALL-CAP (SCZ).
Is SCZ widely held by superinvestors?
Many widely followed stocks like SCZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.