SCZ Institutional Ownership
iShares MSCI EAFE Small-Cap ETF
1W: -1.2%
1M: -2.2%
3M: -0.5%
YTD: +7.8%
1Y: +11.8%
3Y: +63.0%
5Y: +25.1%
$84.32
+0.81 (+0.97%)
Weekly Expected Move ±1.8%
$81
$83
$84
$86
$87
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SCZ
815
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
11B
Total Invested
59
New Positions
270
Increased
295
Reduced
42
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (856 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 53,299,660 | 4.5B | +3,871,623 | +7.8% | 26Q | SEC ↗ |
| 2 | NATIXIS ADVISORS, LLC | 14,107,864 | 1.2B | +1,401,695 | +11.0% | 54Q | SEC ↗ |
| 3 | TIAA Wealth Investment Management LLC | 9,651,143 | $814M | +170,334 | +1.8% | 2Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 6,322,889 | $533M | +3,286,797 | +108.3% | 15Q | SEC ↗ |
| 5 | FMR LLC | 5,321,287 | $449M | +647,545 | +13.9% | 65Q | SEC ↗ |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 4,508,820 | $380M | +157,008 | +3.6% | 2Q | SEC ↗ |
| 7 | BlackRock, Inc. | 3,880,423 | $327M | +92,971 | +2.5% | 8Q | SEC ↗ |
| 8 | Creative Planning | 3,798,676 | $320M | -125,694 | -3.2% | 59Q | SEC ↗ |
| 9 | State of New Jersey Common Pension Fun | 3,702,826 | $312M | — | +0.0% | 20Q | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 2,987,961 | $252M | -186,696 | -5.9% | 73Q | SEC ↗ |
| 11 | MORGAN STANLEY | 2,276,111 | $192M | -218,914 | -8.8% | 60Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 1,958,678 | $165M | -493,596 | -20.1% | 15Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC NEW | 1,534,940 | $129M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cassaday & Co Wealth Management LLC | 1,361,748 | $115M | +103,258 | +8.2% | 15Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 1,302,991 | $110M | +2,555 | +0.2% | 54Q | SEC ↗ |
| 16 | Focus Partners Wealth | 1,274,009 | $107M | -10,019 | -0.8% | 11Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 1,189,371 | $100M | +58,021 | +5.1% | 43Q | SEC ↗ |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 1,070,547 | $90M | -408,229 | -27.6% | 43Q | SEC ↗ |
| 19 | UBS Group AG | 963,893 | $81M | -11,351 | -1.2% | 47Q | SEC ↗ |
| 20 | LPL Financial LLC | 940,672 | $79M | +91,892 | +10.8% | 54Q | SEC ↗ |
| 21 | Wilmington Savings Fund Society, FSB | 878,997 | $74M | +17,897 | +2.1% | 10Q | SEC ↗ |
| 22 | Modera Wealth Management, LLC | 878,343 | $74M | -16,518 | -1.8% | 59Q | SEC ↗ |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 724,156 | $61M | +3,984 | +0.6% | 52Q | SEC ↗ |
| 24 | BANK OF MONTREAL /CAN | 718,382 | $61M | +186,696 | +35.1% | 53Q | SEC ↗ |
| 25 | State of Tennessee, Department of Trea | 611,475 | $52M | -14,449 | -2.3% | 29Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 601,647 | $51M | -99,607 | -14.2% | 46Q | SEC ↗ |
| 27 | Forvis Mazars Wealth Advisors, LLC | 559,265 | $47M | -16,759 | -2.9% | 52Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 554,806 | $47M | -22,152 | -3.8% | 70Q | SEC ↗ |
| 29 | Financial Advisory Corp | 550,184 | $46M | -31,683 | -5.4% | 7Q | SEC ↗ |
| 30 | MONETA GROUP INVESTMENT ADVISORS LLC | 530,040 | $45M | +60,851 | +13.0% | 58Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 501,946 | $42M | +25,622 | +5.4% | 71Q | SEC ↗ |
| 32 | PNC Financial Services Group, Inc. | 470,951 | $40M | -25,965 | -5.2% | 15Q | SEC ↗ |
| 33 | Baker Avenue Asset Management, LP | 451,566 | $38M | +4,781 | +1.1% | 46Q | SEC ↗ |
| 34 | Wealthcare Advisory Partners LLC | 424,121 | $36M | +17,954 | +4.4% | 41Q | SEC ↗ |
| 35 | Plancorp, LLC | 394,801 | $33M | -19,573 | -4.7% | 42Q | SEC ↗ |
| 36 | FLOW TRADERS U.S. LLC NEW | 392,688 | $33M | — | +0.0% | 1Q | SEC ↗ |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 388,759 | $33M | +21,100 | +5.7% | 30Q | SEC ↗ |
| 38 | Pathstone Holdings, LLC | 386,423 | $33M | +234,153 | +153.8% | 11Q | SEC ↗ |
| 39 | MAI Capital Management | 383,693 | $32M | +7,519 | +2.0% | 47Q | SEC ↗ |
| 40 | Savant Capital, LLC | 372,190 | $31M | +159,392 | +74.9% | 47Q | SEC ↗ |
| 41 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 369,979 | $31M | -5,085 | -1.4% | 26Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA | 354,448 | $30M | +211,002 | +147.1% | 67Q | SEC ↗ |
| 43 | Bear Mountain Capital, Inc. | 343,768 | $29M | +10,142 | +3.0% | 11Q | SEC ↗ |
| 44 | Arvest Bank Trust Division | 310,319 | $26M | -3,330 | -1.1% | 8Q | SEC ↗ |
| 45 | Shakespeare Wealth Management, LLC | 307,098 | $26M | +9,574 | +3.2% | 35Q | SEC ↗ |
| 46 | CHOREO, LLC | 304,597 | $26M | -9,517 | -3.0% | 50Q | SEC ↗ |
| 47 | FIFTH THIRD BANCORP | 298,877 | $25M | -3,985 | -1.3% | 26Q | SEC ↗ |
| 48 | Pure Financial Advisors, LLC | 295,814 | $25M | +2,272 | +0.8% | 42Q | SEC ↗ |
| 49 | MISSION WEALTH MANAGEMENT, LP | 293,676 | $25M | +65,541 | +28.7% | 45Q | SEC ↗ |
| 50 | Ballentine Partners, LLC | 288,781 | $24M | -1,361 | -0.5% | 47Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 1,534,940 | $129M |
| FLOW TRADERS U.S. LLC | 392,688 | $33M |
| DRW Securities, LLC | 117,097 | $10M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 63,074 | $5M |
| PARK AVENUE SECURITIES LLC | 48,992 | $4M |
| Global Retirement Partners, LLC | 40,793 | $3M |
| Evanson Financial, LLC | 20,966 | $2M |
| Stonehearth Capital Management, LLC | 20,937 | $2M |
| Parkwoods Wealth Partners, LLC | 17,602 | $1M |
| J.W. COLE ADVISORS, INC. | 13,126 | $1M |
| TWO SIGMA SECURITIES, LLC | 12,488 | $1M |
| Advisory Solutions Group, LLC | 7,886 | $665K |
| RiverGlades Family Offices LLC | 7,701 | $649K |
| Janney Montgomery Scott LLC | 6,439 | $543K |
| CANANDAIGUA NATIONAL CORP | 3,596 | $303K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 3,584 | $302K |
| RiverFront Investment Group, LLC | 3,534 | $298K |
| TRUST CO OF VERMONT | 3,483 | $294K |
| Diversify Advisory Services, LLC | 3,323 | $280K |
| Facet Wealth, Inc. | 3,163 | $267K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 287,647 | $24M |
| GenTrust, LLC | 15,849 | $1M |
| Y-Intercept (Hong Kong) Ltd | 12,414 | $1M |
| VICTORY FINANCIAL GROUP, LLC | 12,303 | $1M |
| Quadrature Capital Ltd | 10,902 | $919K |
| Squarepoint Ops LLC | 8,811 | $743K |
| WHALEROCK POINT PARTNERS, LLC | 6,700 | $565K |
| CM WEALTH ADVISORS LLC | 6,141 | $518K |
| Argent Advisors, Inc. | 5,133 | $433K |
| Gateway Wealth Partners, LLC | 5,057 | $426K |
| Point72 Asset Management, L.P. | 5,051 | $426K |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,550 | $384K |
| CFS Investment Advisory Services, L | 3,777 | $318K |
| GTS SECURITIES LLC | 3,700 | $312K |
| Archer Investment Management, LLC | 3,328 | $281K |
| THRYVE WEALTH MANAGEMENT LLC | 3,312 | $279K |
| Annex Advisory Services, LLC | 3,170 | $267K |
| Beaumont Financial Advisors, LLC | 3,157 | $266K |
| Ellis Investment Partners, LLC | 3,084 | $260K |
| Integrated Capital Management, LLC | 2,974 | $251K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +3,871,623 | +7.8% | 53,299,660 |
| GOLDMAN SACHS GROUP INC | +3,286,797 | +108.3% | 6,322,889 |
| NATIXIS ADVISORS, LLC | +1,401,695 | +11.0% | 14,107,864 |
| FMR LLC | +647,545 | +13.9% | 5,321,287 |
| Pathstone Holdings, LLC | +234,153 | +153.8% | 386,423 |
| ROYAL BANK OF CANADA | +211,002 | +147.1% | 354,448 |
| BANK OF MONTREAL /CAN | +186,696 | +35.1% | 718,382 |
| TIAA Wealth Investment Management L | +170,334 | +1.8% | 9,651,143 |
| Savant Capital, LLC | +159,392 | +74.9% | 372,190 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +157,008 | +3.6% | 4,508,820 |
| TUDOR INVESTMENT CORP ET AL | +136,358 | +4170.0% | 139,628 |
| Cassaday & Co Wealth Management LLC | +103,258 | +8.2% | 1,361,748 |
| Ocean Park Asset Management, LLC | +94,271 | +872.6% | 105,074 |
| BlackRock, Inc. | +92,971 | +2.5% | 3,880,423 |
| LPL Financial LLC | +91,892 | +10.8% | 940,672 |
| MISSION WEALTH MANAGEMENT, LP | +65,541 | +28.7% | 293,676 |
| FIRST CITIZENS BANK & TRUST CO | +64,196 | +32.6% | 261,333 |
| Envestnet Portfolio Solutions, Inc. | +62,812 | +31.3% | 263,593 |
| MONETA GROUP INVESTMENT ADVISORS LL | +60,851 | +13.0% | 530,040 |
| Focus Partners Advisor Solutions, L | +60,750 | +120.8% | 111,022 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -641,954 | -93.5% | 44,337 |
| NATIONAL BANK OF CANADA /FI | -514,182 | -95.4% | 24,990 |
| BANK OF AMERICA CORP /DE | -493,596 | -20.1% | 1,958,678 |
| Nuveen, LLC | -452,737 | -73.4% | 164,067 |
| WELLINGTON MANAGEMENT GROUP LLP | -408,229 | -27.6% | 1,070,547 |
| Corient Private Wealth LP | -256,904 | -52.3% | 234,532 |
| Aspect Partners, LLC | -235,939 | -98.7% | 3,111 |
| MORGAN STANLEY | -218,914 | -8.8% | 2,276,111 |
| Bank of New York Mellon Corp | -186,696 | -5.9% | 2,987,961 |
| Creative Planning | -125,694 | -3.2% | 3,798,676 |
| Lido Advisors, LLC | -121,200 | -79.6% | 31,094 |
| Cambridge Investment Research Advis | -107,803 | -52.9% | 95,940 |
| HighTower Advisors, LLC | -99,607 | -14.2% | 601,647 |
| Equitable Holdings, Inc. | -87,829 | -89.3% | 10,496 |
| JPMORGAN CHASE & CO | -87,465 | -41.9% | 121,299 |
| AMERICAN CENTURY COMPANIES INC | -56,146 | -68.9% | 25,369 |
| RWA WEALTH PARTNERS, LLC | -49,240 | -71.6% | 19,578 |
| &PARTNERS | -31,937 | -33.7% | 62,748 |
| Financial Advisory Corp | -31,683 | -5.4% | 550,184 |
| Independent Advisor Alliance | -30,964 | -73.8% | 11,016 |