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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
ITIM
551
Indiana Trust & Investment Management
Indiana
$85.7K
W
552
WealthCollab
Washington
$84.6K
GI
553
GAMMA Investing
California
$83.4K
CAL
554
Capital Advisors Ltd
Ohio
$82K -$44.5K -704 -35%
TCOV
555
Trust Company of Vermont
Vermont
$80.9K +$80.5K +1,274 New
CWM
556
Copia Wealth Management
Oregon
$74.9K
RIL
557
Rothschild Investment LLC
Illinois
$74.8K
EWA
558
EverSource Wealth Advisors
Alabama
$73.6K -$14.2K -224 -16%
PTC
559
Private Trust Company
Ohio
$73.1K -$18.1K -286 -20%
SFGP
560
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$70.5K
BFS
561
Burkett Financial Services
South Carolina
$68K
CFD
562
Creative Financial Designs
Indiana
$67.1K -$14.5K -230 -18%
MFA
563
McClarren Financial Advisors
Pennsylvania
$66K +$3.98K +63 New
TIAAOA
564
Teachers Insurance & Annuity Association of America
New York
$65.8K
Toronto Dominion Bank
565
Toronto Dominion Bank
Ontario, Canada
$64.2K +$63.8K +1,010 New
GBT
566
Grove Bank & Trust
Florida
$63.8K
MCA
567
Maryland Capital Advisors
Maryland
$63.6K -$5.94K -94 -9%
EWP
568
Elevation Wealth Partners
California
$59.1K
JFG
569
JDM Financial Group
Texas
$59K
AA
570
Addison Advisors
Vermont
$58.8K
LWCFA
571
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58.4K
CIAS
572
Capital Investment Advisory Services
North Carolina
$57.7K +$6.88K +109 +14%
T
573
Transce3nd
Texas
$57.6K -$2.91K -46 -5%
HNW
574
High Note Wealth
Minnesota
$57.2K
TSMHT
575
Thurston Springer Miller Herd & Titak
Indiana
$56.2K +$19.5K +309 +54%

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.