ISHARES MSCI EAFE SMALL-CAP (SCZ) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $10.09B 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 $3.76B in its March 31, 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 $4.14B, representing an estimated gain of +10.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed SCZ value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Tiaa Wealth Investment Management Llc, Fmr 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
749
Total Reported Value
$10.09B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$3.76B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
59
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 | 1.81% | 49,428,037 | $3,755,762,830 | $4,136,138,136 | +$380,375,306 | +10.13% | |
| Tiaa Wealth Investment Management Llc | 5.51% | 9,480,809 | $721,300,151 | $793,354,097 | +$72,053,946 | +9.99% | |
| Fmr Llc | 0.02% | 4,673,742 | $366,468,074 | $391,098,731 | +$24,630,657 | +6.72% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.31% | 4,351,812 | $341,225,579 | $364,159,628 | +$22,934,049 | +6.72% | |
| Creative Planning | 0.21% | 3,924,370 | $307,709,797 | $328,391,282 | +$20,681,485 | +6.72% | |
| Blackrock, Inc. | 0.01% | 3,787,452 | $296,974,091 | $316,933,983 | +$19,959,892 | +6.72% | |
| State Of New Jersey Common Pension Fund D | 1.12% | 3,702,826 | $290,338,587 | $309,852,480 | +$19,513,893 | +6.72% | |
| Bank Of New York Mellon Corp | 0.05% | 3,174,657 | $248,924,855 | $265,655,298 | +$16,730,443 | +6.72% | |
| Goldman Sachs Group Inc | 0.03% | 3,036,092 | $238,059,974 | $254,060,179 | +$16,000,205 | +6.72% | |
| Morgan Stanley | 0.01% | 2,495,025 | $195,635,000 | $208,783,692 | +$13,148,692 | +6.72% | |
| Bank Of America Corp | 0.01% | 2,452,274 | $192,282,794 | $205,206,288 | +$12,923,494 | +6.72% | |
| Wellington Management Group Llp | 0.02% | 1,478,776 | $115,950,826 | $123,743,976 | +$7,793,150 | +6.72% | |
| Northern Trust Corp | 0.01% | 1,300,436 | $101,967,187 | $108,820,484 | +$6,853,297 | +6.72% | |
| Focus Partners Wealth | 0.11% | 1,284,028 | $100,705,843 | $107,447,463 | +$6,741,620 | +6.69% | |
| Cassaday & Co Wealth Management Llc | 2.10% | 1,258,490 | $98,678,194 | $105,310,443 | +$6,632,249 | +6.72% | |
| Cetera Investment Advisers | 0.09% | 1,131,350 | $88,709,135 | $94,671,368 | +$5,962,233 | +6.72% | |
| Ubs Group Ag | 0.01% | 975,244 | $76,468,883 | $81,608,418 | +$5,139,535 | +6.72% | |
| Modera Wealth Management, Llc | 0.84% | 894,861 | $70,166,028 | $74,881,968 | +$4,715,940 | +6.72% | |
| Wilmington Savings Fund Society, Fsb | 1.61% | 861,100 | $67,518,851 | $72,056,848 | +$4,537,997 | +6.72% | |
| Lpl Financial Llc | 0.02% | 848,780 | $66,552,810 | $71,025,910 | +$4,473,100 | +6.72% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 720,172 | $56,468,694 | $60,263,993 | +$3,795,299 | +6.72% | |
| Hightower Advisors, Llc | 0.06% | 701,254 | $54,985,262 | $58,680,935 | +$3,695,673 | +6.72% | |
| Susquehanna International Group, Llp | 0.07% | 686,291 | $53,812,077 | $57,428,831 | +$3,616,754 | +6.72% | |
| State Of Tennessee, Department Of Treasury | 0.16% | 625,924 | $49,078,701 | $52,377,320 | +$3,298,619 | +6.72% | |
| Nuveen, Llc | 0.01% | 616,804 | $48,363,602 | $51,614,159 | +$3,250,557 | +6.72% | |
| Financial Advisory Corp | 6.34% | 581,867 | $45,624,157 | $48,690,631 | +$3,066,474 | +6.72% | |
| Envestnet Asset Management Inc | 0.01% | 576,958 | $45,239,251 | $48,279,845 | +$3,040,594 | +6.72% | |
| Forvis Mazars Wealth Advisors, Llc | 0.86% | 576,024 | $45,166,025 | $48,201,688 | +$3,035,663 | +6.72% | |
| National Bank Of Canada | 0.04% | 539,172 | $42,276,655 | $45,117,913 | +$2,841,258 | +6.72% | |
| Bank Of Montreal | 0.02% | 531,686 | $41,689,491 | $44,491,484 | +$2,801,993 | +6.72% | |
| Wells Fargo & Company/Mn | 0.01% | 476,324 | $37,348,557 | $39,858,792 | +$2,510,235 | +6.72% | |
| Corient Private Wealth Llc | 0.05% | 491,436 | $37,293,859 | $41,123,364 | +$3,829,505 | +10.27% | |
| Moneta Group Investment Advisors Llc | 0.28% | 469,189 | $36,789,121 | $39,261,736 | +$2,472,615 | +6.72% | |
| Baker Avenue Asset Management, Lp | 0.80% | 446,785 | $35,032,424 | $37,386,969 | +$2,354,545 | +6.72% | |
| Plancorp, Llc | 0.98% | 414,374 | $34,314,303 | $34,674,816 | +$360,513 | +1.05% | |
| Pnc Financial Services Group, Inc. | 0.02% | 429,501 | $33,677,173 | $35,940,644 | +$2,263,471 | +6.72% | |
| Wealthcare Advisory Partners Llc | 0.62% | 406,167 | $31,847,554 | $33,988,055 | +$2,140,501 | +6.72% | |
| Mai Capital Management | 0.17% | 376,174 | $29,495,784 | $31,478,240 | +$1,982,456 | +6.72% | |
| Halbert Hargrove Global Advisors, Llc | 1.43% | 375,064 | $29,408,802 | $31,385,356 | +$1,976,554 | +6.72% | |
| Mercer Global Advisors Inc | 0.04% | 367,659 | $28,828,178 | $30,765,705 | +$1,937,527 | +6.72% | |
| Bear Mountain Capital, Inc. | 8.48% | 333,626 | $28,221,455 | $27,917,824 | -$303,631 | -1.08% | |
| Choreo, Llc | 0.30% | 314,114 | $24,629,621 | $26,285,060 | +$1,655,439 | +6.72% | |
| Arvest Bank Trust Division | 1.34% | 313,649 | $24,593,217 | $26,246,148 | +$1,652,931 | +6.72% | |
| Fifth Third Bancorp | 0.04% | 302,862 | $23,747,421 | $25,343,492 | +$1,596,071 | +6.72% | |
| Shakespeare Wealth Management, Llc | 5.52% | 297,524 | $23,328,855 | $24,896,808 | +$1,567,953 | +6.72% | |
| Pure Financial Advisors, Llc | 0.33% | 293,542 | $23,016,626 | $24,563,595 | +$1,546,969 | +6.72% | |
| Ballentine Partners, Llc | 0.32% | 290,142 | $22,750,034 | $24,279,083 | +$1,529,049 | +6.72% | |
| Citadel Advisors Llc | 0.02% | 287,647 | $22,554,401 | $24,070,301 | +$1,515,900 | +6.72% | |
| Stifel Financial Corp | 0.02% | 250,690 | $19,656,785 | $20,977,739 | +$1,320,954 | +6.72% | |
| Mill Creek Capital Advisors, Llc | 0.39% | 241,779 | $18,957,890 | $20,232,067 | +$1,274,177 | +6.72% |
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.