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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
SC
426
Sierra Capital
Florida
$364K
P
427
Pitcairn
Pennsylvania
$360K
SHGA
428
Sand Hill Global Advisors
California
$357K
AA
429
Ancora Advisors
Ohio
$353K +$1.14K +18 +0.3%
MSAM
430
Moloney Securities Asset Management
Missouri
$352K
BFPW
431
BOK Financial Private Wealth
Colorado
$350K
RWM
432
Ritholtz Wealth Management
New York
$349K +$69.7K +1,103 +25%
AWM
433
AllSquare Wealth Management
New York
$345K
GKIM
434
GW&K Investment Management
Massachusetts
$343K +$26.7K +422 +8%
CA
435
CoreCap Advisors
Michigan
$338K -$113K -1,784 -25%
LA
436
Latitude Advisors
Florida
$335K -$23.4K -371 -7%
VFA
437
Valeo Financial Advisors
Indiana
$334K -$24.1K -382 -7%
FWA
438
FSC Wealth Advisors
New York
$333K +$77.5K +1,227 +31%
SPP
439
Single Point Partners
Massachusetts
$331K -$252K -3,986 -43%
CFO
440
Collective Family Office
Pennsylvania
$327K
SA
441
Sanctuary Advisors
Indiana
$323K -$9.22K -146 -3%
MF
442
Meridian Financial
Massachusetts
$322K +$63 +1 +0%
VIM
443
Vista Investment Management
Pennsylvania
$319K -$13.3K -211 -4%
Janney Montgomery Scott
444
Janney Montgomery Scott
Pennsylvania
$318K -$22.5K -356 -7%
NA
445
Note Advisors
New York
$313K -$143K -2,263 -31%
BFA
446
Beaumont Financial Advisors
Massachusetts
$312K
FIB
447
First Interstate Bank
Montana
$312K
NW
448
NewEdge Wealth
Pennsylvania
$307K
WS
449
Wedbush Securities
California
$305K +$316 +5 +0.1%
KCPG
450
Kavar Capital Partners Group
Kansas
$304K

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.