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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
GWSG
601
GPS Wealth Strategies Group
Colorado
$23.3K
DJSG
602
D.J. St. Germain
Massachusetts
$22.6K
ANBT
603
American National Bank & Trust
Texas
$22.4K -$1.14K -18 -5%
NFSG
604
Newbridge Financial Services Group
Florida
$21.2K +$8.46K +134 +67%
TAM
605
Tucker Asset Management
Colorado
$21.2K
MCI
606
MRP Capital Investments
Georgia
$21K
HBW
607
Hazlett, Burt & Watson
West Virginia
$21K -$13.9K -220 -40%
IWP
608
IAG Wealth Partners
Wisconsin
$20.7K
Qube Research & Technologies (QRT)
609
Qube Research & Technologies (QRT)
United Kingdom
$19.9K +$19.8K +314 New
CMP
610
Coston McIsaac & Partners
Maine
$19K
OC
611
Oakworth Capital
Alabama
$18.5K
TFGT
612
TS Financial Group (TSFG)
Illinois
$18K
PB
613
Pinnacle Bancorp
Nebraska
$17.7K
BWL
614
Bogart Wealth LLC
Virginia
$17.4K
PP
615
Pacifica Partners
Canada
$17.4K
IF
616
Integrity Financial
Wyoming
$17.3K +$17.2K +272 New
TF
617
Tompkins Financial
New York
$16.6K
PWAM
618
Private Wealth Asset Management
Iowa
$15.9K +$15.9K +251 New
SIC
619
Salem Investment Counselors
North Carolina
$15.9K
WT
620
Washington Trust
Rhode Island
$14.3K
WTC
621
WhitTier Trust Company
Nevada
$14.1K -$3.54K -56 -20%
MM
622
Main Management
California
$14K
EPAM
623
Evelyn Partners Asset Management
$13.7K
NOI
624
Newton One Investments
Delaware
$13.3K
MWA
625
Medallion Wealth Advisors
Connecticut
$13.1K

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.