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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
SWP
476
Stratos Wealth Partners
Ohio
$264K -$219K -3,473 -45%
AllianceBernstein
477
AllianceBernstein
Tennessee
$260K
WPA
478
Wealth Preservation Advisors
Tennessee
$258K +$257K +4,063 New
SSW
479
Stone Summit Wealth
Florida
$254K -$6.63K -105 -3%
T
480
TrueFG
Texas
$252K -$1.2K -19 -0.5%
AAS
481
Annex Advisory Services
Wisconsin
$249K -$25.7K -407 -9%
MF
482
Montis Financial
Massachusetts
$248K -$1.83K -29 -0.7%
OIA
483
OneDigital Investment Advisors
Kansas
$245K -$399K -6,322 -62%
LW
484
Linscomb Wealth
Texas
$244K -$6.51K -103 -3%
IFG
485
Independent Financial Group
California
$241K -$1.39K -22 -0.6%
NB
486
Nicolet Bankshares
Wisconsin
$240K -$1.96K -31 -0.8%
ETC
487
Exchange Traded Concepts
Oklahoma
$240K +$238K +3,770 New
OPAM
488
Ocean Park Asset Management
California
$240K +$238K +3,770 New
DFG
489
Dynamic Financial Group
Iowa
$238K -$126 -2 -0.1%
SAM
490
Smartleaf Asset Management
Massachusetts
$238K +$208K +3,291 +815%
KFI
491
Key Financial Inc
Pennsylvania
$236K -$253 -4 -0.1%
LL
492
LPWM LLC
Minnesota
$235K -$1.07K -17 -0.5%
ERIC
493
Eagle Rock Investment Company
Georgia
$234K +$233K +3,691 New
AWA
494
Archvest Wealth Advisors
California
$232K -$17.1K -271 -7%
CNBT
495
Canandaigua National Bank & Trust
New York
$231K
MWM
496
Modern Wealth Management
Kansas
$228K -$56.4K -893 -20%
AFO
497
Aurelius Family Office
New Hampshire
$227K
USWIA
498
UP Strategic Wealth Investment Advisors
Pennsylvania
$227K
MBT
499
Montecito Bank & Trust
California
$225K +$4.86K +77 +2%
WI
500
WrapManager Inc
California
$225K -$50.2K -794 -18%

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.