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iShares MSCI EAFE Small-Cap ETF

687 hedge funds and large institutions have $6.59B invested in iShares MSCI EAFE Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 190 increasing their positions, 285 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

11% more capital invested

Capital invested by funds: $5.92B → $6.59B (+$667M)

2.16% more ownership

Funds ownership: 70.73%72.89% (+2.2%)

9% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 56

3% less funds holding

Funds holding: 705687 (-18)

33% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 285

Holders
687
Holders Change
-18
Holders Change %
-2.55%
% of All Funds
9.21%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
51
Increased
190
Reduced
285
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
226
Stock Yards Bank & Trust
Kentucky
$1.62M -$471K -7,464 -23%
RIA
227
Regal Investment Advisors
Michigan
$1.59M -$1.48M -23,483 -48%
WFAG
228
Wescott Financial Advisory Group
Pennsylvania
$1.59M +$16K +253 +1%
TFF
229
The Family Firm
Maryland
$1.58M
SFWC
230
Strategic Family Wealth Counselors
New Jersey
$1.56M -$3.66K -58 -0.2%
William Blair & Company
231
William Blair & Company
Illinois
$1.56M +$23.4K +370 +2%
FCI
232
Financial Counselors Inc
Kansas
$1.55M -$86.4K -1,367 -5%
PWM
233
Perigon Wealth Management
California
$1.51M +$90K +1,425 +6%
DL
234
DOHJ LLC
Washington
$1.51M -$33.4K -528 -2%
MHC
235
May Hill Capital
Massachusetts
$1.47M -$177K -2,795 -11%
FWP
236
Falcon Wealth Planning
California
$1.47M -$436K -6,906 -23%
SA
237
Sincerus Advisory
New York
$1.47M +$21.9K +346 +2%
RFWA
238
RPg Family Wealth Advisory
Massachusetts
$1.43M +$20.2K +320 +1%
NAS
239
Nicolet Advisory Services
Wisconsin
$1.43M -$55.7K -882 -4%
FAT
240
First American Trust
California
$1.43M +$584K +9,252 +70%
SAM
241
Strive Asset Management
Ohio
$1.43M -$247K -3,917 -15%
TSS
242
Two Sigma Securities
New York
$1.41M +$1.4M +22,212 New
EAM
243
Evanson Asset Management
California
$1.4M
FA
244
FDx Advisors
Illinois
$1.4M -$52.6K -832 -4%
Cerity Partners
245
Cerity Partners
New York
$1.38M +$14.8K +234 +1%
SQA
246
Simon Quick Advisors
New Jersey
$1.37M -$70.7K -1,120 -5%
BPA
247
Beacon Pointe Advisors
California
$1.37M -$446K -7,058 -25%
BWA
248
Beam Wealth Advisors
Louisiana
$1.34M +$92.9K +1,470 +7%
MGW
249
MB Generational Wealth
Washington
$1.34M +$149K +2,351 +13%
TCOTS
250
Trust Company of the South
North Carolina
$1.34M

SCZ Hedge Fund Activity: Q1 2025 in Review

687 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q1 2025, worth a combined $6.59B — up 11% from $5.92B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of SCZ and 51 opened new positions — a net loss of 5 holders — while 285 trimmed existing stakes and 190 added.

The largest buyer was TIAA Trust, National Association, adding an estimated $390M. The largest seller was Bank of America, cutting an estimated $90.8M.

  • 687 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q1 2025, down from 705 in Q4 2024.
  • Funds reported $6.59B of iShares MSCI EAFE Small-Cap ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 51 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q1 2025 and 56 closed out, a net change of -5 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q1 2025 was TIAA Trust, National Association, an estimated $390M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q1 2025 was Bank of America, an estimated $90.8M sold.

Based on aggregated 13F filings for Q1 2025.