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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
TFG
301
Tilson Financial Group
New Jersey
$859K -$37.8K -598 -4%
HIA
302
Harbor Investment Advisory
Maryland
$856K
MFG
303
Magnus Financial Group
New York
$855K +$23.1K +366 +3%
TI
304
Truepoint Inc
Ohio
$851K
BF
305
BOK Financial
Oklahoma
$846K -$3.29K -52 -0.4%
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$844K -$115K -1,826 -12%
GT
307
Glenview Trust
Kentucky
$843K -$42.7K -676 -5%
CFG
308
Clayton Financial Group
Missouri
$840K +$29.1K +460 +4%
WP
309
Westmount Partners
California
$838K -$24.1K -382 -3%
AFG
310
Allegheny Financial Group
Pennsylvania
$827K -$81.9K -1,296 -9%
CWM
311
Cahill Wealth Management
Michigan
$825K -$2.59K -41 -0.3%
AFG
312
Atomi Financial Group
New York
$821K -$292K -4,618 -26%
LWM
313
LongView Wealth Management
Georgia
$815K +$33.7K +533 +4%
FWTB
314
First Western Trust Bank
Colorado
$797K -$31.8K -503 -4%
Lido Advisors
315
Lido Advisors
California
$791K +$124K +1,962 +19%
KAS
316
Kestra Advisory Services
Texas
$789K -$112K -1,780 -13%
MA
317
Mutual Advisors
Nebraska
$787K -$541K -8,560 -42%
BB
318
Busey Bank
Illinois
$780K
WPWM
319
Windward Private Wealth Management
Kansas
$773K -$12.6K -199 -2%
WPC
320
Wedmont Private Capital
Pennsylvania
$765K +$323K +5,121 +72%
JWCA
321
J.W. Cole Advisors
Florida
$763K +$201K +3,183 +36%
CBT
322
Central Bank & Trust
Kentucky
$762K -$1.04M -16,419 -58%
BAM
323
BLKBRD Asset Management
Connecticut
$760K +$755K +11,957 New
MFG
324
Merit Financial Group
Georgia
$759K +$190 +3 +0%
MFIM
325
Mesirow Financial Investment Management
Illinois
$757K -$56.5K -895 -7%

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.