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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
SIC
451
Samalin Investment Counsel
New York
$303K +$45K +713 +18%
BFO
452
Biltmore Family Office
North Carolina
$296K -$94.9K -1,502 -24%
CCA
453
Cobblestone Capital Advisors
New York
$295K
MW
454
Maia Wealth
Colorado
$295K +$63K +997 +27%
BI
455
Beckerman Institutional
New Jersey
$290K -$55.3K -875 -16%
RWA
456
River Wealth Advisors
Pennsylvania
$290K -$24.8K -393 -8%
VAG
457
Vannoy Advisory Group
Texas
$288K
KPWG
458
KFA Private Wealth Group
Virginia
$288K +$9.1K +144 +3%
CWA
459
CM Wealth Advisors
Ohio
$286K +$285K +4,508 New
HWM
460
HB Wealth Management
Georgia
$286K
BWA
461
Bestgate Wealth Advisors
Maryland
$277K
CGA
462
Crescent Grove Advisors
Illinois
$277K
AC
463
Apella Capital
Connecticut
$276K +$285K +4,518 New
ICMM
464
Integrated Capital Management (Michigan)
Michigan
$276K -$280K -4,425 -50%
VCM
465
Vivaldi Capital Management
Illinois
$275K +$18.3K +290 +7%
CM
466
Columbus Macro
Pennsylvania
$275K -$43.2K -684 -14%
AP
467
Aspect Partners
Virginia
$272K -$27.6K -437 -9%
FIA
468
Foundations Investment Advisors
Arizona
$272K -$97.3K -1,540 -26%
USCWA
469
U.S. Capital Wealth Advisors
Texas
$271K -$8.59K -136 -3%
RA
470
Rockingstone Advisors
Massachusetts
$270K -$37.9K -600 -12%
SI
471
Stephens Inc
Arkansas
$268K +$21.6K +342 +9%
BAM
472
Belpointe Asset Management
Nevada
$267K +$67.2K +1,064 +34%
FCA
473
Fortis Capital Advisors
Kansas
$267K +$265K +4,197 New
MKW
474
Mullaney, Keating & Wright
Connecticut
$266K
RFC
475
Regions Financial Corp
Alabama
$265K -$76.8K -1,216 -23%

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.