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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
CI
526
Ceera Investments
Texas
$229K – – –
DWM
527
Diversify Wealth Management
Utah
$228K -$16.1K -238 -7%
DAS
528
Dynamic Advisor Solutions
Arizona
$225K +$210K +3,102 New
MFG
529
Mosaic Financial Group
Illinois
$224K +$208K +3,077 New
MA
530
MAS Advisors
Florida
$224K +$209K +3,082 New
BFG
531
Berger Financial Group
Minnesota
$220K +$205K +3,031 New
EIP
532
Ellis Investment Partners
Pennsylvania
$220K +$205K +3,028 New
MFF
533
Michels Family Financial
Texas
$220K +$205K +3,026 New
CCM
534
Colorado Capital Management
Colorado
$219K +$204K +3,017 New
S
535
SignatureFD
Georgia
$219K +$1.62K +24 +0.8%
GT
536
Greenleaf Trust
Michigan
$217K +$202K +2,982 New
RTL
537
Red Tortoise LLC
Georgia
$216K +$1.42K +21 +0.7%
Thrivent Financial for Lutherans
538
Thrivent Financial for Lutherans
Minnesota
$213K +$198K +2,932 New
AAS
539
Ameritas Advisory Services
Nebraska
$212K +$198K +2,919 New
CA
540
Claris Advisors
Missouri
$210K +$196K +2,889 New
WCP
541
Wick Capital Partners
Pennsylvania
$208K +$355K +5,248 New
GIA
542
GHP Investment Advisors
Colorado
$207K – – –
NCTC
543
New Covenant Trust Company
Indiana
$207K +$193K +2,853 New
MWM
544
Modern Wealth Management
Kansas
$206K -$50.9K -752 -21%
SFM
545
Signet Financial Management
New Jersey
$206K +$192K +2,833 New
FNA
546
First National Advisers
Nebraska
$204K +$190K +2,800 New
CWP
547
Corepath Wealth Partners
Arizona
$201K +$186K +2,749 New
AF
548
Advisornet Financial
Minnesota
$198K +$34.1K +504 +23%
TFM
549
TFC Financial Management
Massachusetts
$185K +$812 +12 +0.5%
CW
550
Curio Wealth
Maryland
$183K +$171K +2,520 +126,000%
20 21
22
23 24

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.