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iShares MSCI EAFE Small-Cap ETF

765 hedge funds and large institutions have $12.6B invested in iShares MSCI EAFE Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 266 increasing their positions, 253 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

13% more capital invested

Capital invested by funds: $11.2B → $12.6B (+$1.44B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.81% more ownership

Funds ownership: 84.89%87.69% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 253

0% more funds holding

Funds holding: 762765 (+3)

Holders
765
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
59
Increased
266
Reduced
253
Closed
40
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$49.5M -$8.34M -99,607 -14%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$46M -$1.4M -16,759 -3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$45.6M -$1.86M -22,152 -4%
FAC
29
Financial Advisory Corporation
Michigan
$45.3M -$2.65M -31,683 -5%
MGIA
30
Moneta Group Investment Advisors
Missouri
$43.6M +$5.1M +60,851 +13%
Wells Fargo
31
Wells Fargo
California
$41.3M +$2.15M +25,622 +5%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$38.7M -$2.17M -25,965 -5%
BAAM
33
Baker Avenue Asset Management
California
$37.2M +$400K +4,781 +1%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$34.9M +$1.5M +17,954 +4%
PL
35
Plancorp LLC
Missouri
$32.6M -$1.64M -19,573 -5%
FTUS
36
Flow Traders U.S.
New York
$32.3M +$32.9M +392,688 New
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$32M +$1.77M +21,100 +6%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$31.8M +$19.6M +234,153 +154%
MCM
39
MAI Capital Management
Ohio
$31.6M +$630K +7,519 +2%
SC
40
Savant Capital
Illinois
$31.2M +$13.3M +159,392 +75%
HHGA
41
Halbert Hargrove Global Advisors
California
$30.4M -$426K -5,085 -1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$29.2M +$17.7M +211,002 +147%
BMC
43
Bear Mountain Capital
Washington
$28.6M +$849K +10,142 +3%
ABTD
44
Arvest Bank Trust Division
Oklahoma
$25.5M -$279K -3,330 -1%
SWM
45
Shakespeare Wealth Management
Wisconsin
$25.3M +$802K +9,574 +3%
CL
46
Choreo LLC
Illinois
$25.1M -$797K -9,517 -3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$24.6M -$334K -3,985 -1%
SLT
48
St Louis Trust
Missouri
$24.6M
PFA
49
Pure Financial Advisors
California
$24.3M +$190K +2,272 +0.8%
MWM
50
Mission Wealth Management
California
$24.2M +$5.49M +65,541 +29%

SCZ Hedge Fund Activity: Q2 2026 in Review

765 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2026, worth a combined $12.6B — up 13% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCZ positions and 40 closed out — a net gain of 19 holders — while 266 added to existing stakes and 253 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $324M. The largest seller was Susquehanna International Group, cutting an estimated $53.8M.

  • 765 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2026, up from 762 in Q1 2026.
  • Funds reported $12.6B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2026, up 13% quarter-over-quarter.
  • 59 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2026 and 40 closed out, a net change of +19 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $324M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2026 was Susquehanna International Group, an estimated $53.8M sold.

Based on aggregated 13F filings for Q2 2026.