We are live on ! Find out more
SCZ icon

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
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$1.02M -$61.8K -979 -6%
MAM
277
McLean Asset Management
Virginia
$1.01M +$268K +4,244 +32%
PWA
278
Physician Wealth Advisors
Utah
$1.01M -$38.8K -615 -4%
SIMC
279
Squire Investment Management Company
Utah
$1.01M -$844K -13,366 -46%
G
280
GenTrust
Florida
$1.01M
ICP
281
Interchange Capital Partners
Pennsylvania
$991K +$5.56K +88 +0.6%
BCG
282
BayBridge Capital Group
California
$963K +$8.4K +133 +0.9%
RC
283
RBF Capital
California
$953K
HG
284
Harbor Group
New Hampshire
$951K -$40.2K -636 -4%
TFCP
285
Twin Focus Capital Partners
Massachusetts
$939K -$671K -10,630 -42%
KWM
286
Kingsview Wealth Management
Oregon
$937K +$2.21K +35 +0.2%
WCFA
287
Walkner Condon Financial Advisors
Wisconsin
$935K -$316 -5 -0%
DWT
288
Dorsey & Whitney Trust
South Dakota
$923K -$5.05K -80 -0.5%
ATC
289
Argent Trust Co
Tennessee
$922K +$70.5K +1,116 +8%
AWA
290
Aletheian Wealth Advisors
Washington
$915K -$3.79K -60 -0.4%
GA
291
GFS Advisors
Texas
$912K
GS
292
GTS Securities
New York
$908K +$623K +9,860 +222%
FLPIM
293
F.L. Putnam Investment Management
Massachusetts
$895K -$6.82K -108 -0.8%
KP
294
Keel Point
Alabama
$874K -$339K -5,360 -28%
AA
295
ABC Arbitrage
France
$873K +$868K +13,735 New
EWA
296
EP Wealth Advisors
California
$866K +$407K +6,445 +90%
CRC
297
Curi RMB Capital
Illinois
$864K +$84.2K +1,333 +11%
IBOK
298
Independence Bank of Kentucky
Kentucky
$864K -$336K -5,325 -28%
TFA
299
Tobias Financial Advisors
Florida
$863K -$3.98K -63 -0.5%
MIAS
300
Mason Investment Advisory Services
Virginia
$861K

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.