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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
DACG
351
Donor Advised Charitable Giving
California
$648K -$1.26K -20 -0.2%
FFM
352
Forum Financial Management
Illinois
$635K -$450K -7,126 -42%
MG
353
Mather Group
Illinois
$631K -$1.71K -27 -0.3%
AOWM
354
Alpha Omega Wealth Management
Virginia
$630K
MWG
355
Martin Worley Group
Utah
$627K
Betterment LLC
356
Betterment LLC
New York
$621K +$12.1K +191 +2%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$616K -$5.62K -89 -0.9%
SLT
358
St Louis Trust
Missouri
$615K
AQR Capital Management
359
AQR Capital Management
Connecticut
$614K +$135K +2,136 +28%
HF
360
HRT Financial
New York
$611K +$608K +9,631 New
FHA
361
First Horizon Advisors
Tennessee
$609K +$17K +269 +3%
RLWM
362
RF&L Wealth Management
Massachusetts
$604K +$6.32K +100 +1%
WHCFA
363
William Howard & Co Financial Advisors
Tennessee
$601K
CIC
364
Cutler Investment Counsel
Oregon
$594K +$97.2K +1,539 +20%
LG
365
LAM Group
Oregon
$582K
AG
366
Ascent Group
Virginia
$576K +$573K +9,073 New
VI
367
Vestcor Inc
New Brunswick, Canada
$575K -$981K -15,534 -63%
FSWA
368
Financial Synergies Wealth Advisors
Texas
$573K
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$568K -$19.6K -311 -3%
PWPS
370
Pinnacle Wealth Planning Services
Ohio
$562K -$31.6K -500 -5%
American Century Companies
371
American Century Companies
Missouri
$561K -$5.89M -93,216 -91%
FCP
372
Fidelis Capital Partners
Florida
$551K +$37.6K +595 +8%
JFGLC
373
Johnson Financial Group LLC (Colorado)
Colorado
$542K +$539K +8,535 New
CIBC World Market
374
CIBC World Market
Ontario, Canada
$539K -$11.6K -183 -2%
IFA
375
Index Fund Advisors
California
$533K +$9.98K +158 +2%

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.