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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
WCF
401
West Coast Financial
California
$431K -$37.9K -600 -8%
FAI
402
Fiduciary Advisors Inc
Missouri
$431K
UF
403
Univest Financial
Pennsylvania
$430K -$1.91M -30,312 -82%
WPP
404
Whalerock Point Partners
Rhode Island
$426K
WGC
405
Watts Gwilliam & Co
Arizona
$425K -$36.7K -581 -8%
PFS
406
Prospera Financial Services
Texas
$423K -$32.7K -517 -7%
TRCT
407
Tower Research Capital (TRC)
New York
$422K +$378K +5,989 +753%
BHWM
408
Beaird Harris Wealth Management
Texas
$421K
SWC
409
Spectrum Wealth Counsel
Indiana
$420K -$2.53K -40 -0.6%
BWM
410
Brickley Wealth Management
California
$418K
Empower Advisory Group
411
Empower Advisory Group
Colorado
$412K -$23K -364 -5%
CMP
412
Courage Miller Partners
Virginia
$410K +$9.54K +151 +2%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$410K +$29.6K +468 +8%
HL
414
HeadInvest LLC
Maine
$405K
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$401K -$26.9M -426,549 -99%
HNB
416
Huntington National Bank
Ohio
$398K
BGWM
417
Bridge Generations Wealth Management
Florida
$398K -$57.7K -914 -13%
CWA
418
Cornerstone Wealth Advisors
Minnesota
$396K +$1.9K +30 +0.5%
SAI
419
Savvy Advisors Inc
New York
$395K +$39.7K +629 +11%
IAN
420
Integrated Advisors Network
Texas
$392K
WANY
421
Wealthspire Advisors (New York)
New York
$383K -$28.2K -446 -7%
LSPW
422
Lake Street Private Wealth
Illinois
$382K
GGS
423
Galvin Gaustad & Stein
Arizona
$377K -$233K -3,687 -38%
CIA
424
Compass Ion Advisors
Pennsylvania
$374K -$24.3K -385 -6%
EFG
425
Embree Financial Group
Illinois
$366K -$2.97K -47 -0.8%

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.