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
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$1.55M
GPWA
252
Great Point Wealth Advisors
Massachusetts
$1.53M
SCM
253
SCS Capital Management
Massachusetts
$1.53M
FWP
254
Falcon Wealth Planning
California
$1.53M
CA
255
Continuum Advisory
Idaho
$1.52M
IPW
256
Intergy Private Wealth
Colorado
$1.51M
CPA
257
Cardiff Park Advisors
California
$1.5M
MGWA
258
Monument Group Wealth Advisors
Massachusetts
$1.5M
FA
259
FDx Advisors
Illinois
$1.49M
PBT
260
Pictet Bank & Trust
Bahamas
$1.47M
MT
261
Midwest Trust
Kansas
$1.46M
HPM
262
Hudson Portfolio Management
New York
$1.46M
Citigroup
263
Citigroup
New York
$1.42M
AQR Capital Management
264
AQR Capital Management
Connecticut
$1.4M
SFP
265
Sterling Financial Planning
New Jersey
$1.39M
KP
266
Keel Point
Alabama
$1.39M
GAM
267
GEM Asset Management
Michigan
$1.36M
BI
268
Berkeley Inc
Idaho
$1.35M
R
269
Rebalance
California
$1.32M
GPA
270
Guidance Point Advisors
Massachusetts
$1.31M
SFA
271
Sequoia Financial Advisors
Ohio
$1.31M
MFG
272
Merit Financial Group
Georgia
$1.3M
TIM
273
Tortoise Investment Management
New York
$1.27M
ATC
274
Argent Trust Co
Tennessee
$1.27M
MGW
275
MB Generational Wealth
Washington
$1.27M