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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
AIMCA
26
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45.7M -$11.7M -185,000 -20%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$43.8M -$17.1M -270,489 -28%
Corient Private Wealth
28
Corient Private Wealth
Florida
$43.6M +$2.63M +41,674 +6%
State of Tennessee, Department of Treasury
29
State of Tennessee, Department of Treasury
Tennessee
$43.4M +$10M +158,509 +30%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$42.7M -$706K -11,170 -2%
FAC
31
Financial Advisory Corporation
Michigan
$41.2M -$3.95M -62,516 -9%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$37M -$1.54M -24,407 -4%
WSFS
33
Wilmington Savings Fund Society
Delaware
$37M +$263K +4,160 +0.7%
Franklin Resources
34
Franklin Resources
California
$36.6M +$2.27M +35,934 +7%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$30.5M -$6.72M -106,307 -18%
MGIA
36
Moneta Group Investment Advisors
Missouri
$30.1M +$818K +12,956 +3%
PL
37
Plancorp LLC
Missouri
$28.9M -$437K -6,912 -1%
BAAM
38
Baker Avenue Asset Management
California
$27.8M +$229K +3,629 +0.8%
HHGA
39
Halbert Hargrove Global Advisors
California
$26.7M -$1.95M -30,943 -7%
BP
40
Ballentine Partners
Massachusetts
$26.5M -$997K -15,776 -4%
CCM
41
Coldstream Capital Management
Washington
$25.6M -$19.8M -313,015 -44%
Mariner
42
Mariner
Kansas
$25.1M +$15.5M +245,900 +165%
OCM
43
One Capital Management
California
$24.6M -$17M -269,359 -41%
CL
44
Choreo LLC
Illinois
$23.3M -$1.43M -22,653 -6%
Wells Fargo
45
Wells Fargo
California
$22M -$2.96M -46,901 -12%
Raymond James Financial
46
Raymond James Financial
Florida
$21.7M +$7.38M +116,785 +52%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$21.6M +$1.16M +18,364 +6%
ABTD
48
Arvest Bank Trust Division
Oklahoma
$21.4M -$123K -1,941 -0.6%
BMC
49
Bear Mountain Capital
Washington
$21.1M +$117K +1,850 +0.6%
SWM
50
Shakespeare Wealth Management
Wisconsin
$18.5M +$140K +2,214 +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.