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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
PBT
251
Pictet Bank & Trust
Bahamas
$1.34M
SFP
252
Sterling Financial Planning
New Jersey
$1.32M -$22.4K -354 -2%
LF
253
Lee Financial
Texas
$1.32M -$2.91K -46 -0.2%
SCM
254
SCS Capital Management
Massachusetts
$1.3M +$1.29M +20,478 New
IPW
255
Intergy Private Wealth
Colorado
$1.3M
MHS
256
M Holdings Securities
Oregon
$1.29M -$114K -1,797 -8%
HPM
257
Hudson Portfolio Management
New York
$1.27M -$23.7K -375 -2%
GPWA
258
Great Point Wealth Advisors
Massachusetts
$1.27M -$88.2K -1,396 -7%
CA
259
Continuum Advisory
Idaho
$1.25M +$67.7K +1,072 +6%
SCM
260
Stonehearth Capital Management
Massachusetts
$1.24M +$1.24M +19,587 New
BI
261
Berkeley Inc
Idaho
$1.24M +$127K +2,007 +11%
SAG
262
SageView Advisory Group
California
$1.24M -$906K -14,338 -42%
CPA
263
Cardiff Park Advisors
California
$1.24M -$46.4K -734 -4%
MGWA
264
Monument Group Wealth Advisors
Massachusetts
$1.22M -$1.45K -23 -0.1%
GPA
265
Guidance Point Advisors
Massachusetts
$1.18M -$1.15M -18,256 -50%
GAM
266
GEM Asset Management
Michigan
$1.12M
WCM
267
Wealthcare Capital Management
Virginia
$1.12M -$129K -2,041 -10%
PWM
268
Parkworth Wealth Management
California
$1.12M -$948 -15 -0.1%
TIM
269
Tortoise Investment Management
New York
$1.09M -$23.1K -366 -2%
SWA
270
Sax Wealth Advisors
New Jersey
$1.08M +$95.3K +1,509 +10%
R
271
Rebalance
California
$1.08M
TC
272
TAGStone Capital
North Carolina
$1.06M -$128K -2,023 -11%
AWE
273
Avidian Wealth Enterprises
Texas
$1.04M -$84.8K -1,343 -8%
CA
274
Clearstead Advisors
Ohio
$1.02M -$17.4K -275 -2%
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$1.02M +$338K +5,346 +50%

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.