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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
WT
326
Whittier Trust
California
$746K +$632 +10 +0.1%
WCP
327
Wealthcare Capital Partners
Pennsylvania
$742K +$35.6K +563 +5%
BCM
328
BluePointe Capital Management
California
$739K +$35.5K +562 +5%
ML
329
McAdam LLC
Pennsylvania
$735K -$817K -12,941 -53%
TSW
330
Thompson Siegel & Walmsley
Virginia
$729K +$758 +12 +0.1%
FFA
331
Farther Finance Advisors
California
$726K +$333K +5,267 +86%
PA
332
Parallel Advisors
California
$722K +$245K +3,871 +52%
Invesco
333
Invesco
Georgia
$715K -$1.33K -21 -0.2%
AWS
334
Atria Wealth Solutions
New York
$709K -$505 -8 -0.1%
AWP
335
Accretive Wealth Partners
New Jersey
$707K +$58.6K +928 +10%
SF
336
Summit Financial
New Jersey
$706K +$20.6K +326 +3%
RW
337
REDW Wealth
New Mexico
$704K +$75.2K +1,190 +12%
SB
338
Strategic Blueprint
Georgia
$702K -$105K -1,659 -13%
BFG
339
Birch Financial Group
New Hampshire
$694K +$458K +7,246 +197%
RPGK
340
Retirement Planning Group (Kansas)
Kansas
$689K -$488K -7,724 -42%
BBA
341
Braun-Bostich & Associates
Pennsylvania
$682K +$151K +2,393 +29%
WN
342
Williams & Novak
California
$676K +$11.7K +186 +2%
Deutsche Bank
343
Deutsche Bank
Germany
$669K +$666K +10,536 New
PWM
344
PBMares Wealth Management
Virginia
$668K +$14.5K +230 +2%
PPW
345
Presilium Private Wealth
Pennsylvania
$659K -$129K -2,041 -16%
OC
346
Oppenheimer & Co
New York
$655K -$7.77K -123 -1%
GS
347
GWN Securities
Florida
$655K +$640K +10,130 New
IA
348
IFP Advisors
Florida
$654K +$365K +5,776 +128%
ADL
349
Asset Dedication LLC
California
$653K +$1.14K +18 +0.2%
WCWM
350
Wooster Corthell Wealth Management
Connecticut
$651K -$62K -982 -9%

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.