§ EQUITY
USDSCZ
ISHARES MSCI EAFE SMALL-CAP
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
331 increased/new, 254 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 49.4M | 1.8% | +41% |
| TIAA Wealth Investment Management LLC | 9.5M | 5.5% | n/a |
| Fidelity Management | 4.7M | 0.0% | +72% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.4M | 1.3% | n/a |
| Creative Planning | 3.9M | 0.2% | −2% |
| BlackRock, Inc. | 3.8M | 0.0% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for SCZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER77.1% · 670 holders
DEALER / BANK12.3% · 56 holders
QUALITY / COMPOUNDER4.0% · 12 holders
INCOME / DEFENSIVE3.6% · 8 holders
PASSIVE / INDEX2.6% · 3 holders
TACTICAL / MACRO0.2% · 2 holders
SYSTEMATIC / QUANT0.1% · 3 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCZ yet.