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iShares MSCI EAFE Small-Cap ETF
SCZ

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: 14 → 16 (+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: 705 → 687 (-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
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$390M
2
JP Morgan Chase
JP Morgan Chase
New York
+$163M
3
BlackRock
BlackRock
New York
+$94.1M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$51.5M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$46.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$90.8M
2
MWM
Modera Wealth Management
New Jersey
-$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$47M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$26.9M
5
CCM
Coldstream Capital Management
Washington
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
501
AlphaCore Capital
California
$224K +$223K +3,523 New
OGF
502
Orin Green Financial
California
$224K +$220K +3,479 New
WRPWM
503
Werba Rubin Papier Wealth Management
California
$223K – – –
FVWA
504
Foster Victor Wealth Advisors
South Carolina
$222K +$126 +2 +0.1%
PS
505
Pinney & Scofield
Massachusetts
$221K – – –
GPA
506
Garrison Point Advisors
California
$220K +$219K +3,459 New
DWM
507
Diversify Wealth Management
Utah
$219K -$9.79K -155 -5%
AWM
508
AE Wealth Management
Kansas
$218K -$22.6K -358 -9%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$215K – – –
FOFP
510
Fee-Only Financial Planning
South Carolina
$213K – – –
NL
511
NWAM LLC
Washington
$212K -$3.83M -60,577 -95%
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$212K -$314K -4,976 -58%
UCFA
513
United Capital Financial Advisors
Texas
$212K -$6.38K -101 -3%
AIM
514
Archer Investment Management
Texas
$211K +$210K +3,328 New
FFA
515
Frazier Financial Advisors
Ohio
$209K – – –
WCWM
516
Willow Creek Wealth Management
California
$209K +$207K +3,283 New
GHA
517
Granite Harbor Advisors
Texas
$208K +$207K +3,270 New
CI
518
Ceera Investments
Texas
$200K +$199K +3,150 New
S
519
SignatureFD
Georgia
$190K – – –
RTL
520
Red Tortoise LLC
Georgia
$188K – – –
GIA
521
GHP Investment Advisors
Colorado
$181K – – –
FVIM
522
Fort Vancouver Investment Management
Washington
$180K -$81.4K -1,289 -31%
AGWCA
523
Annis Gardner Whiting Capital Advisors
Florida
$164K -$130K -2,056 -44%
TFM
524
TFC Financial Management
Massachusetts
$161K -$108K -1,715 -40%
CW
525
Curio Wealth
Maryland
$153K -$159K -2,520 -100%
19 20
21
22 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.