We are live on ! Find out more
SCZ icon

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
PFM
526
Phillips Financial Management
Indiana
$148K -$190 -3 -0.1%
SIC
527
SJS Investment Consulting
Ohio
$145K
AWM
528
Angeles Wealth Management
California
$141K -$25.7K -407 -15%
AF
529
Advisornet Financial
Minnesota
$141K +$96.8K +1,532 +223%
CIR
530
Clear Investment Research
Georgia
$139K -$6.95K -110 -5%
SMA
531
Sage Mountain Advisors
Georgia
$132K
LAMC
532
Longview Asset Management (California)
California
$129K
HWP
533
Highline Wealth Partners
California
$125K +$6K +95 +5%
SWM
534
Spire Wealth Management
Virginia
$124K
DWM
535
Dogwood Wealth Management
Kansas
$123K
PPC
536
Park Place Capital
Alabama
$119K +$3.85K +61 +3%
AAP
537
Arax Advisory Partners
Colorado
$119K +$1.39K +22 +1%
GSWM
538
Golden State Wealth Management
California
$118K -$23.3K -369 -17%
GWS
539
Glassman Wealth Services
Virginia
$116K +$2.27K +36 +2%
HCP
540
Hexagon Capital Partners
Arkansas
$115K +$24.9K +394 +28%
TC
541
Trust Company
Kansas
$105K
KSWA
542
Kathleen S. Wright Associates
Pennsylvania
$105K -$2.59K -41 -2%
BA
543
Bristlecone Advisors
Washington
$102K +$63.2K +1,000 +163%
HB
544
Horizon Bancorp
Indiana
$102K
NS
545
NBC Securities
Alabama
$102K +$102K +1,613 +161,300%
NP
546
NorthRock Partners
Minnesota
$101K +$62.5K +989 +164%
WWM
547
Wolff Wiese Magana
California
$99.4K
SSB
548
Sandy Spring Bank
Maryland
$97.6K -$39.9K -632 -29%
HI
549
Harbour Investments
Wisconsin
$93.6K -$14.2K -224 -13%
CWC
550
Carolinas Wealth Consulting
North Carolina
$90.1K

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.