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iShares MSCI EAFE Small-Cap ETF

765 hedge funds and large institutions have $12.6B invested in iShares MSCI EAFE Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 266 increasing their positions, 253 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

13% more capital invested

Capital invested by funds: $11.2B → $12.6B (+$1.44B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.81% more ownership

Funds ownership: 84.89%87.69% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 253

0% more funds holding

Funds holding: 762765 (+3)

Holders
765
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
59
Increased
266
Reduced
253
Closed
40
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Change in
Stake
MT
251
Midwest Trust
Kansas
$1.74M +$6.28K +75 +0.4%
TCOTS
252
Trust Company of the South
North Carolina
$1.73M
EF
253
Evanson Financial
Virginia
$1.72M +$1.76M +20,966 New
SCM
254
Stonehearth Capital Management
Massachusetts
$1.72M +$1.75M +20,937 New
EWM
255
Empirical Wealth Management
Washington
$1.72M +$108K +1,291 +7%
AFG
256
Atomi Financial Group
New York
$1.71M -$32.3K -386 -2%
LNWTC
257
Laird Norton Wetherby Trust Company
Washington
$1.66M
PWM
258
Perigon Wealth Management
California
$1.64M +$5.36K +64 +0.3%
FA
259
FDx Advisors
Illinois
$1.62M -$16.3K -195 -1%
IPW
260
Intergy Private Wealth
Colorado
$1.62M
RWP
261
RWA Wealth Partners
Massachusetts
$1.61M -$4.12M -49,240 -72%
LF
262
Lee Financial
Texas
$1.58M
BFG
263
Birch Financial Group
New Hampshire
$1.58M +$479K +5,714 +42%
CPA
264
Cardiff Park Advisors
California
$1.58M -$29.5K -352 -2%
HPM
265
Hudson Portfolio Management
New York
$1.55M -$16.3K -195 -1%
FWP
266
Falcon Wealth Planning
California
$1.55M -$7.04K -84 -0.4%
MFC
267
Morris Financial Concepts
South Carolina
$1.55M -$76K -907 -5%
UCFA
268
United Capital Financial Advisors
Texas
$1.52M -$31.9K -381 -2%
SCM
269
SCS Capital Management
Massachusetts
$1.52M -$4.36K -52 -0.3%
PA
270
Parallel Advisors
California
$1.5M -$14.3K -171 -0.9%
QCG
271
Quadrant Capital Group
Ohio
$1.49M -$54.4K -650 -3%
KP
272
Keel Point
Alabama
$1.48M -$106K -1,260 -7%
CA
273
Continuum Advisory
Idaho
$1.46M +$34.5K +412 +2%
GAM
274
GEM Asset Management
Michigan
$1.45M
AFG
275
Allegheny Financial Group
Pennsylvania
$1.45M -$109K -1,306 -7%

SCZ Hedge Fund Activity: Q2 2026 in Review

765 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2026, worth a combined $12.6B — up 13% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCZ positions and 40 closed out — a net gain of 19 holders — while 266 added to existing stakes and 253 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $324M. The largest seller was Susquehanna International Group, cutting an estimated $53.8M.

  • 765 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2026, up from 762 in Q1 2026.
  • Funds reported $12.6B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2026, up 13% quarter-over-quarter.
  • 59 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2026 and 40 closed out, a net change of +19 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $324M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2026 was Susquehanna International Group, an estimated $53.8M sold.

Based on aggregated 13F filings for Q2 2026.