13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
SCZ

ISHARES MSCI EAFE SMALL-CAP

813 institutions still hold ISHARES MSCI EAFE SMALL-CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288273·Exchange Traded Fund·813 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$7.7B
62.0% inst. owned
of float
Holders
813
+57 QoQ
filers reporting
Activity
+9 / −14
+946 added · −791 reduced
this quarter
Concentration
48.51%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q1 2026

813 institutions reported SCZ in Q1 2026. JONES FINANCIAL COMPANIES LLLP leads at 48.5% of the visible book. +57 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3.8B49.4M1.80%Q1 202602
TIAA Wealth Investment Management LLC
CIK 0002124867
$721M9.5M5.51%Q1 202603
FMR LLC
CIK 0000315066
$366M4.7M0.02%Q1 202604
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$341M4.4M1.31%Q1 202605
Creative Planning
CIK 0001540235
$308M3.9M0.21%Q1 202606
BlackRock, Inc.
CIK 0002012383
$297M3.8M0.01%Q1 202607
State of New Jersey Common Pension Fund D
CIK 0001483066
$290M3.7M1.12%Q1 202608
Bank of New York Mellon Corp
CIK 0001390777
$249M3.2M0.05%Q1 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$238M3.0M0.03%Q1 202610
MORGAN STANLEY
CIK 0000895421
$196M2.5M0.01%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$192M2.5M0.01%Q1 202612
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$116M1.5M0.02%Q1 202613
NORTHERN TRUST CORP
CIK 0000073124· Index
$102M1.3M0.01%Q1 202614
Focus Partners Wealth
CIK 0001542153
$100M1.3M0.11%Q4 202515
Cassaday & Co Wealth Management LLC
CIK 0001963612
$99M1.3M2.10%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$89M1.1M0.09%Q1 202617
UBS Group AG
CIK 0001610520
$76M975K0.01%Q1 202618
Modera Wealth Management, LLC
CIK 0001542143
$71M916K0.82%Q4 202519
Wilmington Savings Fund Society, FSB
CIK 0000900974
$68M861K1.61%Q1 202620
LPL Financial LLC
CIK 0001403438
$67M849K0.02%Q1 2026
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