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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
CTC
576
Central Trust Company
Missouri
$54K
SIS
577
Sound Income Strategies
Florida
$47.2K
PCTC
578
Perkins Coie Trust Company
Washington
$45.4K +$9.22K +146 +26%
JFA
579
JNBA Financial Advisors
Minnesota
$44.5K
GCM
580
Gables Capital Management
Florida
$43.7K
MIA
581
MeadowBrook Investment Advisors
Michigan
$42.1K -$14.4K -228 -26%
CSC
582
Caldwell Sutter Capital
California
$39.6K
CWM
583
Cranbrook Wealth Management
Michigan
$39.6K
ZRP
584
Zynergy Retirement Planning
New Jersey
$34.1K
CSB
585
City State Bank
Iowa
$33.6K +$3.16K +50 +10%
AEPWM
586
Atlantic Edge Private Wealth Management
Florida
$33.5K
HWM
587
Hemington Wealth Management
Virginia
$33K
RPCA
588
Running Point Capital Advisors
California
$32.6K -$3.47K -55 -10%
TCM
589
Tradewinds Capital Management
Washington
$32.4K +$126 +2 +0.4%
PWMG
590
Private Wealth Management Group
New Jersey
$31.1K
AssetMark Inc
591
AssetMark Inc
California
$31K +$15.2K +240 +97%
Russell Investments Group
592
Russell Investments Group
United Kingdom
$29.9K +$26.5K +419 +806%
MA
593
MCF Advisors
Kentucky
$28.7K
CMBA
594
C.M. Bidwell & Associates
Hawaii
$28.7K
CP
595
Covenant Partners
Tennessee
$28.5K -$8.3M -131,326 -100%
DPW
596
DiNuzzo Private Wealth
Pennsylvania
$25.7K
SC
597
Stephens Consulting
Michigan
$25.6K
GJIA
598
Glass Jacobson Investment Advisors
Maryland
$25.3K
CT
599
Colonial Trust
South Carolina
$24.6K
MMCM
600
Murphy & Mullick Capital Management
New York
$23.4K

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.