SCZ icon

iShares MSCI EAFE Small-Cap ETF

740 hedge funds and large institutions have $9.76B invested in iShares MSCI EAFE Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 249 increasing their positions, 228 reducing their positions, and 46 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 funds holding

Funds holding:

more ownership

Funds ownership:

9% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 228

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

90% less call options, than puts

Call options by funds: $310K | Put options by funds: $3.02M

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$310K
Puts
$3.02M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
251
Efficient Advisors
Ohio
$1.58M
EWM
252
Empirical Wealth Management
Washington
$1.57M
UB
253
UMB Bank
Missouri
$1.56M
GPWA
254
Great Point Wealth Advisors
Massachusetts
$1.55M
ATC
255
Argent Trust Co
Tennessee
$1.53M
IPW
256
Intergy Private Wealth
Colorado
$1.52M
LF
257
Lee Financial
Texas
$1.52M
CPA
258
Cardiff Park Advisors
California
$1.52M
FA
259
FDx Advisors
Illinois
$1.52M
SCM
260
SCS Capital Management
Massachusetts
$1.51M
FWP
261
Falcon Wealth Planning
California
$1.51M
HPM
262
Hudson Portfolio Management
New York
$1.48M
PWM
263
Perigon Wealth Management
California
$1.46M
AFA
264
Aznar Financial Advisors
New Jersey
$1.44M
AFG
265
Allegheny Financial Group
Pennsylvania
$1.43M
GAM
266
GEM Asset Management
Michigan
$1.41M
MFP
267
Meramec Financial Planners
Missouri
$1.4M
KP
268
Keel Point
Alabama
$1.39M
FFA
269
Fi3 Financial Advisors
Indiana
$1.39M
CA
270
Continuum Advisory
Idaho
$1.38M
SFP
271
Sterling Financial Planning
New Jersey
$1.37M
MFG
272
Merit Financial Group
Georgia
$1.35M
GPA
273
Guidance Point Advisors
Massachusetts
$1.34M
MGWA
274
Monument Group Wealth Advisors
Massachusetts
$1.34M
BI
275
Berkeley Inc
Idaho
$1.32M