SCZ · Insider trading · 13F holders · Congress trades
iShares MSCI EAFE Small-Cap ETF (SCZ)
Who is buying and selling SCZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 155
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
SCZ at a glance
- No open-market insider purchases or sales of SCZ were filed in the last 90 days.
- 155 13F filers hold SCZ among their 50 largest positions, worth $8.7B combined. The biggest bets by portfolio weight are Bear Mountain Capital, Inc. (8.3%), Cassaday & Co Wealth Management LLC (7.7%) and Financial Advisory Corp (5.9%). In their latest 13Fs, 1 manager opened a new position and 17 added to one.
- Members of Congress have disclosed 5 SCZ trades since 2013, 1 purchase and 0 sales in the past year; the latest was John Boozman (R-AR), buying $15K–50K on Apr 11, 2024.
- SCZ last closed at $82.66 on Oct 30, 2026.
SCZ insider trading
No open-market insider purchases or sales of SCZ were filed in the last 90 days.
Who owns SCZ? Hedge funds and superinvestors
155 13F filers hold SCZ among their 50 largest positions, worth $8.7B combined. The biggest bets by portfolio weight are Bear Mountain Capital, Inc. (8.3%), Cassaday & Co Wealth Management LLC (7.7%) and Financial Advisory Corp (5.9%). In their latest 13Fs, 1 manager opened a new position and 17 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Jones Financial Companies LllpBroker-dealer | 1.8% | $4.4B | 53,299,660 | +7.8% shares | Q2 2026 |
| Natixis Advisors, LLCWealth manager | 1.3% | $1.2B | 14,107,864 | +11.0% shares | Q2 2026 |
| TIAA Wealth Investment Management LLCAsset manager | 5.3% | $795.3M | 9,651,143 | +1.8% shares | Q2 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 7.7% | $434.3M | 5,144,437 | +277.8% shares | Q3 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 1.3% | $370.9M | 4,508,820 | +3.6% shares | Q2 2026 |
| State of New Jersey Common Pension Fund DPension fund | 1.0% | $304.6M | 3,702,826 | +0.0% shares | Q2 2026 |
| Wilmington Savings Fund Society, FSBBank & trust | 1.7% | $75.6M | 895,976 | +1.9% shares | Q3 2026 |
| Modera Wealth Management, LLCWealth manager | 0.8% | $73.3M | 867,762 | -1.2% shares | Q3 2026 |
| Financial Advisory CorpWealth manager | 5.9% | $46.3M | 548,417 | -0.3% shares | Q3 2026 |
| Forvis Mazars Wealth Advisors, LLCWealth manager | 0.7% | $44.9M | 531,373 | -5.0% shares | Q3 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 0.3% | $43.6M | 530,040 | +13.0% shares | Q2 2026 |
| Wealthcare Advisory Partners LLCWealth manager | 0.6% | $38.1M | 451,654 | +6.5% shares | Q3 2026 |
| Baker Avenue Asset Management, LPWealth manager | 0.7% | $37.2M | 451,566 | +1.1% shares | Q2 2026 |
| Plancorp, LLCWealth manager | 0.8% | $32.6M | 394,801 | -4.7% shares | Q2 2026 |
| Flow Traders U.s. LLCInvestment manager | 1.3% | $32.3M | 392,688 | — | Q2 2026 |
| Halbert Hargrove Global Advisors, LLCWealth manager | 1.3% | $30.0M | 355,367 | -3.9% shares | Q3 2026 |
| Bear Mountain Capital, Inc.Wealth manager | 8.3% | $28.6M | 343,768 | +3.0% shares | Q2 2026 |
| Shakespeare Wealth Management, LLCWealth manager | 5.1% | $26.4M | 312,160 | +1.6% shares | Q3 2026 |
| Arvest Bank Trust DivisionBank & trust | 1.2% | $25.5M | 310,319 | -1.1% shares | Q2 2026 |
| St. Louis Trust CoBank & trust | 2.8% | $24.6M | 9,680 | — | Q2 2026 |
| Ballentine Partners, LLCWealth manager | 0.3% | $23.8M | 288,781 | -0.5% shares | Q2 2026 |
| Mission Wealth Management, LPWealth manager | 0.4% | $22.8M | 269,897 | — | Q3 2026 |
| First Citizens Bank & Trust CoBank & trust | 0.3% | $22.6M | 267,160 | +2.2% shares | Q3 2026 |
| FSM Wealth Advisors, LLCWealth manager | 2.2% | $21.5M | 257,914 | +7.5% shares | Q3 2026 |
| Bryn Mawr Trust Advisors, LLCWealth manager | 0.9% | $19.8M | 241,190 | +4.5% shares | Q2 2026 |
| Mill Creek Capital Advisors, LLCAsset manager | 0.4% | $19.0M | 241,779 | -9.6% shares | Q1 2026 |
| IMA Advisory Services, Inc.Institutional asset manager | 1.2% | $18.6M | 225,707 | +0.2% shares | Q2 2026 |
| Encompass Wealth Advisors, LLCWealth manager | 2.4% | $16.5M | 195,398 | +108.1% shares | Q3 2026 |
| Tiaa Trust, National AssociationBank & trust | 1.0% | $16.2M | 196,911 | +0.2% shares | Q2 2026 |
| RTD Financial Advisors, Inc.Wealth manager | 1.6% | $14.3M | 169,009 | -0.3% shares | Q3 2026 |
The 30 largest of 155 positions, by value. Each manager counts with its latest 13F (Q3 2026: 79, Q2 2026: 72, Q1 2026: 4). Screen SCZ in the grand portfolio →
SCZ stock trades by members of Congress
Members of Congress have disclosed 5 SCZ trades since 2013, 1 purchase and 0 sales in the past year; the latest was John Boozman (R-AR), buying $15K–50K on Apr 11, 2024.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 7, 2024 | John BoozmanR-AR · Senate | Buy | $15K–50K | Apr 11, 2024 | +31.9% |
| Oct 15, 2014 | Richard L. HannaR-NY · House | Sale | $100K–250K | Sep 11, 2014 | +65.2% |
| Aug 13, 2014 | Richard L. HannaR-NY · House | Sale | $15K–50K | Jul 22, 2014 | +58.4% |
| Feb 14, 2014 | Richard L. HannaR-NY · House | Buy | $15K–50K | Jan 3, 2014 | +63.5% |
| Jan 15, 2014 | Richard L. HannaR-NY · House | Buy | $15K–50K | Dec 30, 2013 | +62.6% |
2 members have traded SCZ: John Boozman, Richard L. Hanna.
SCZ questions and answers
Are insiders buying SCZ stock?
No open-market insider purchases or sales of SCZ were filed in the last 90 days.
Which hedge funds own SCZ?
155 13F filers hold SCZ among their 50 largest positions, worth $8.7B combined. The biggest bets by portfolio weight are Bear Mountain Capital, Inc. (8.3%), Cassaday & Co Wealth Management LLC (7.7%) and Financial Advisory Corp (5.9%). In their latest 13Fs, 1 manager opened a new position and 17 added to one.
Has Congress traded SCZ?
Members of Congress have disclosed 5 SCZ trades since 2013, 1 purchase and 0 sales in the past year; the latest was John Boozman (R-AR), buying $15K–50K on Apr 11, 2024.
Who is the largest holder of SCZ?
Among 13F filers, Jones Financial Companies Lllp reports the largest SCZ position, $4.4B (53,299,660 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Bear Mountain Capital, Inc.'s: 8.3% of its portfolio.
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