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iShares MSCI EAFE Small-Cap ETF
SCZ

714 hedge funds and large institutions have $7.43B invested in iShares MSCI EAFE Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 242 increasing their positions, 270 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 36

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

13% more capital invested

Capital invested by funds: $6.59B → $7.43B (+$844M)

4% more funds holding

Funds holding: 687 → 714 (+27)

1.9% less ownership

Funds ownership: 72.89% → 70.99% (-1.9%)

10% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 270

Holders
714
Holders Change
+27
Holders Change %
+3.93%
% of All Funds
9.4%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.25%
New
76
Increased
242
Reduced
270
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$478M
2
Jane Street
Jane Street
New York
+$45.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$31.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$143M
2
BlackRock
BlackRock
New York
-$119M
3
Citigroup
Citigroup
New York
-$75.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAC
26
Financial Advisory Corporation
Michigan
$46.5M -$653K -9,655 -1%
State of Tennessee, Department of Treasury
27
State of Tennessee, Department of Treasury
Tennessee
$46.3M -$3.04M -44,882 -7%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$44.4M -$55.9M -825,982 -57%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$43M +$540K +7,982 +1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$42.9M -$43.8M -647,868 -52%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$38.9M +$3.66M +54,119 +11%
BAAM
32
Baker Avenue Asset Management
California
$34.4M +$2.33M +34,417 +8%
MGIA
33
Moneta Group Investment Advisors
Missouri
$34.2M -$177K -2,616 -0.6%
PL
34
Plancorp LLC
Missouri
$30.1M -$2.7M -39,957 -9%
BP
35
Ballentine Partners
Massachusetts
$29.3M -$979K -14,470 -3%
HHGA
36
Halbert Hargrove Global Advisors
California
$29M -$1.51M -22,337 -5%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$28.7M +$3.71M +54,789 +16%
Corient Private Wealth
38
Corient Private Wealth
Florida
$28.2M -$20.2M -298,932 -44%
Mariner
39
Mariner
Kansas
$27.7M -$943K -13,934 -4%
Franklin Resources
40
Franklin Resources
California
$27.5M -$13.3M -197,011 -34%
CL
41
Choreo LLC
Illinois
$25.4M -$1.22M -18,098 -5%
FTUS
42
Flow Traders U.S.
New York
$25.3M +$20.4M +302,054 +659%
MCM
43
MAI Capital Management
Ohio
$24.7M +$4.04M +59,677 +21%
ABTD
44
Arvest Bank Trust Division
Oklahoma
$24.1M -$277K -4,088 -1%
Wells Fargo
45
Wells Fargo
California
$24M -$1.1M -16,189 -5%
BMC
46
Bear Mountain Capital
Washington
$23.2M +$257K +3,792 +1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$21.1M +$11.7M +173,600 +149%
SWM
48
Shakespeare Wealth Management
Wisconsin
$21M -$66.9K -989 -0.3%
GLA
49
Great Lakes Advisors
Illinois
$20.8M +$11.5M +169,679 +145%
PFA
50
Pure Financial Advisors
California
$20.7M +$8.92M +131,865 +87%
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SCZ Hedge Fund Activity: Q2 2025 in Review

714 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2025, worth a combined $7.43B — up 13% from $6.59B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SCZ positions and 36 closed out — a net gain of 40 holders — while 242 added to existing stakes and 270 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $478M. The largest seller was JP Morgan Chase, cutting an estimated $143M.

  • 714 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2025, up from 687 in Q1 2025.
  • Funds reported $7.43B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 76 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2025 and 36 closed out, a net change of +40 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $478M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.