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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
STB
626
S&T Bank
Pennsylvania
$12.1K
PW
627
Pandora Wealth
Illinois
$11.4K +$11.4K +180 New
RF
628
Robinswood Financial
Washington
$11.1K -$9.35K -148 -46%
C
629
Covestor
United Kingdom
$11K -$3.22K -51 -22%
CTWM
630
Cherry Tree Wealth Management
Minnesota
$10.9K +$1.14K +18 +12%
MWM
631
MorganRosel Wealth Management
Colorado
$10.8K +$10.7K +170 New
CB
632
CNB Bank
Pennsylvania
$10.5K
FP
633
Financial Perspectives
Minnesota
$9.79K -$505 -8 -5%
BIG
634
Brooklyn Investment Group
New York
$8.66K +$8.65K +137 New
CT
635
Clearstead Trust
Maine
$8.51K
VWWMG
636
Vermillion & White Wealth Management Group
Pennsylvania
$8.51K
NWMP
637
Noble Wealth Management PBC
Colorado
$8.32K
HR
638
Howe & Rusling
New York
$8.2K -$4.17K -66 -34%
AW
639
Avion Wealth
Texas
$8K
FWP
640
FAS Wealth Partners
Kansas
$7.89K
CFO
641
CVA Family Office
Colorado
$7.62K
BLC
642
Brown, Lisle/Cummings
Rhode Island
$7.56K
NMG
643
New Millennium Group
Utah
$7.05K
BFP
644
Briaud Financial Planning
Texas
$7K +$7.83K +124 New
FPF
645
First Pacific Financial
Washington
$6.9K +$6.88K +109 New
AG
646
AmeriFlex Group
Nevada
$6.1K -$253 -4 -4%
SWIM
647
Smallwood Wealth Investment Management
New Jersey
$6.1K +$6.06K +96 New
MSG
648
Main Street Group
Virginia
$5.72K
PWA
649
Provenance Wealth Advisors
Florida
$5.53K
WAS
650
Winch Advisory Services
Wisconsin
$5.34K

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.