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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
WRPWM
501
Werba Rubin Papier Wealth Management
California
$257K +$1.69K +25 +0.7%
GPA
502
Garrison Point Advisors
California
$256K +$4.74K +70 +2%
Fisher Asset Management
503
Fisher Asset Management
Washington
$256K +$238K +3,520 New
AWM
504
AE Wealth Management
Kansas
$255K +$5.14K +76 +2%
KFI
505
Key Financial Inc
Pennsylvania
$255K -$14.2K -210 -6%
Wealthfront Advisers
506
Wealthfront Advisers
California
$255K +$237K +3,504 New
LW
507
Linscomb Wealth
Texas
$253K -$24.2K -357 -9%
PS
508
Pinney & Scofield
Massachusetts
$252K – – –
AWA
509
Archvest Wealth Advisors
California
$252K -$11.8K -175 -5%
SPP
510
Single Point Partners
Massachusetts
$252K -$118K -1,742 -33%
AAS
511
Annex Advisory Services
Wisconsin
$251K -$32K -473 -12%
FOFP
512
Fee-Only Financial Planning
South Carolina
$243K – – –
LL
513
LPWM LLC
Minnesota
$242K -$24.9K -368 -10%
MWM
514
Maltin Wealth Management
New Jersey
$242K +$226K +3,335 New
AIM
515
Archer Investment Management
Texas
$242K – – –
FFA
516
Frazier Financial Advisors
Ohio
$241K +$2.03K +30 +0.9%
OPAM
517
Ocean Park Asset Management
California
$240K – – –
SA
518
Sovran Advisors
California
$239K +$223K +3,290 New
CB
519
Commerce Bank
Missouri
$238K +$222K +3,279 New
GHA
520
Granite Harbor Advisors
Texas
$238K – – –
WI
521
WrapManager Inc
California
$237K -$19.1K -282 -8%
NA
522
Note Advisors
New York
$235K -$114K -1,689 -34%
EFS
523
Essex Financial Services
Connecticut
$233K +$217K +3,202 New
ULWM
524
Upper Left Wealth Management
Florida
$231K +$215K +3,174 New
WCWM
525
Willow Creek Wealth Management
California
$231K -$7.45K -110 -3%
19 20
21
22 23

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.