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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
JIC
376
Johnson Investment Counsel
Ohio
$530K +$12.9K +205 +3%
KeyBank National Association
377
KeyBank National Association
Ohio
$516K -$11.3K -179 -2%
BF
378
Brucke Financial
Indiana
$507K +$41.9K +663 +10%
DWA
379
Douglass Winthrop Advisors
New York
$505K -$46.1K -730 -8%
BCM
380
Becker Capital Management
Oregon
$504K -$27.1K -429 -5%
AIM
381
Athena Investment Management
California
$503K -$20.8K -330 -4%
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$500K
IWS
383
Integrity Wealth Solutions
Colorado
$494K -$16.1K -255 -3%
QCM
384
Quantinno Capital Management
New York
$494K +$36.1K +571 +8%
SF
385
Synovus Financial
Georgia
$492K -$6.13K -97 -1%
CSP
386
Cary Street Partners
Virginia
$481K +$1.58K +25 +0.1%
ATI
387
ARK & TLK Investments
Oklahoma
$481K +$3.92K +62 +0.8%
JFG
388
JMG Financial Group
Illinois
$477K
SW
389
Simplicity Wealth
New Jersey
$476K +$474K +7,500 New
SEIA
390
Signature Estate & Investment Advisors
California
$475K +$40.6K +643 +9%
MCM
391
Morton Capital Management
California
$471K -$3.41K -54 -0.7%
RPSA
392
Richard P. Slaughter Associates
Texas
$467K -$46.2K -731 -9%
AP
393
Adero Partners
California
$467K
MFT
394
Moisand Fitzgerald Tamayo
Florida
$460K
Victory Capital Management
395
Victory Capital Management
Texas
$459K -$3.98M -62,947 -90%
TP
396
Tranquility Partners
Tennessee
$459K -$16.2K -256 -3%
IAA
397
Independent Advisor Alliance
North Carolina
$458K -$362K -5,735 -44%
CA
398
Clune & Associates
Illinois
$451K +$22.9K +362 +5%
SFA
399
Sequoia Financial Advisors
Ohio
$443K -$54.9K -869 -11%
CGPCS
400
Capital Group Private Client Services
California
$440K

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.