SCZ icon

iShares MSCI EAFE Small-Cap ETF

697 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 182 increasing their positions, 285 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less call options, than puts

Call options by funds: $ | Put options by funds: $

2% less funds holding

Funds holding: 709697 (-12)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

36% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 285

Holders
697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$483K
Puts
$487K
Net Calls
Net Calls Change

Top Sellers

1 -$47.2M
2 -$37.8M
3 -$29.3M
4
UBS Group
UBS Group
Switzerland
-$28.6M
5
Bank of America
Bank of America
North Carolina
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
226
Wescott Financial Advisory Group
Pennsylvania
$1.94M
William Blair & Company
227
William Blair & Company
Illinois
$1.94M
FAT
228
First American Trust
California
$1.9M
CAM
229
Cresset Asset Management
Illinois
$1.89M
SFWC
230
Strategic Family Wealth Counselors
New Jersey
$1.84M
UB
231
UMB Bank
Missouri
$1.81M
MFC
232
Morris Financial Concepts
South Carolina
$1.79M
NAS
233
Nicolet Advisory Services
Wisconsin
$1.75M
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$1.72M
FTWA
235
Fifth Third Wealth Advisors
Ohio
$1.71M
SF
236
Summit Financial
New Jersey
$1.7M
KPWS
237
Kestra Private Wealth Services
Texas
$1.67M
PWM
238
Perigon Wealth Management
California
$1.67M
EWM
239
Empirical Wealth Management
Washington
$1.64M
SAG
240
SageView Advisory Group
California
$1.64M
RFWA
241
RPg Family Wealth Advisory
Massachusetts
$1.62M
EA
242
Efficient Advisors
Ohio
$1.62M
TCOTS
243
Trust Company of the South
North Carolina
$1.61M
EAM
244
Evanson Asset Management
California
$1.61M
American Century Companies
245
American Century Companies
Missouri
$1.6M
SCM
246
Stonehearth Capital Management
Massachusetts
$1.59M
LF
247
Lee Financial
Texas
$1.57M
FWMM
248
Foundation Wealth Management (Missouri)
Missouri
$1.57M
FAM
249
Frontier Asset Management
Wyoming
$1.56M
FFA
250
Farther Finance Advisors
California
$1.56M