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iShares MSCI EAFE Small-Cap ETF
SCZ

702 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, 183 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

4% more capital invested

Capital invested by funds: $7.43B → $7.74B (+$314M)

0.24% more ownership

Funds ownership: 70.99% → 71.24% (+0.24%)

1% less call options, than puts

Call options by funds: $483K | Put options by funds: $487K

2% less funds holding

Funds holding: 714 → 702 (-12)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

36% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 286

Holders
702
Holders Change
-12
Holders Change %
-1.68%
% of All Funds
9.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
45
Increased
183
Reduced
286
Closed
43
Calls
$483K
Puts
$487K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
GACM
Global Alpha Capital Management
Quebec, Canada
+$66.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$57.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$49M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$37.1M
5
Morgan Stanley
Morgan Stanley
New York
+$33.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$47.2M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$37.8M
3
Jane Street
Jane Street
New York
-$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
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$1.26M -$49.8K -666 -4%
SW
277
SteelPeak Wealth
California
$1.26M +$1.22M +16,371 New
AFG
278
Allegheny Financial Group
Pennsylvania
$1.24M +$200K +2,679 +20%
GWM
279
Geneos Wealth Management
Colorado
$1.22M +$12.6K +169 +1%
SIMC
280
Squire Investment Management Company
Utah
$1.22M – – –
CA
281
Clearstead Advisors
Ohio
$1.22M -$50.5K -675 -4%
G
282
GenTrust
Florida
$1.22M – – –
TC
283
TAGStone Capital
North Carolina
$1.21M -$85.4K -1,141 -7%
SWA
284
Sax Wealth Advisors
New Jersey
$1.21M -$21.7K -290 -2%
MAM
285
McLean Asset Management
Virginia
$1.2M -$338K -4,512 -23%
WCFA
286
Walkner Condon Financial Advisors
Wisconsin
$1.2M +$22K +294 +2%
AWE
287
Avidian Wealth Enterprises
Texas
$1.19M -$60.3K -806 -5%
WCM
288
Wealthcare Capital Management
Virginia
$1.19M -$44.9K -600 -4%
KFG
289
Kelly Financial Group
Connecticut
$1.15M -$159K -2,122 -12%
RC
290
RBF Capital
California
$1.15M – – –
DWT
291
Dorsey & Whitney Trust
South Dakota
$1.11M – – –
ICP
292
Interchange Capital Partners
Pennsylvania
$1.09M +$42.5K +568 +4%
AWA
293
Aletheian Wealth Advisors
Washington
$1.08M -$25.9K -346 -2%
MFG
294
Magnus Financial Group
New York
$1.07M +$11.8K +158 +1%
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$1.07M – – –
PWA
296
Physician Wealth Advisors
Utah
$1.07M -$70.3K -940 -6%
WANY
297
Wealthspire Advisors (New York)
New York
$1.06M +$577K +7,710 +126%
Financial Engines Advisors
298
Financial Engines Advisors
California
$1.06M -$162K -2,163 -14%
BCG
299
BayBridge Capital Group
California
$1.04M -$125K -1,673 -11%
TFG
300
Tilson Financial Group
New Jersey
$1.04M -$2.84K -38 -0.3%
10 11
12
13 14

SCZ Hedge Fund Activity: Q3 2025 in Review

702 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2025, worth a combined $7.74B — up 4.2% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCZ positions and 43 closed out — a net gain of 2 holders — while 183 added to existing stakes and 286 trimmed.

The largest buyer was Global Alpha Capital Management, opening a new position worth an estimated $66.9M. The largest seller was Royal Bank of Canada, cutting an estimated $47.2M.

  • 702 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2025, down from 714 in Q2 2025.
  • Funds reported $7.74B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 45 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2025 and 43 closed out, a net change of +2 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2025 was Global Alpha Capital Management, an estimated $66.9M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2025.