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iShares MSCI EAFE Small-Cap ETF
SCZ

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: 14 → 16 (+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: 705 → 687 (-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
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$390M
2
JP Morgan Chase
JP Morgan Chase
New York
+$163M
3
BlackRock
BlackRock
New York
+$94.1M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$51.5M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$46.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$90.8M
2
MWM
Modera Wealth Management
New Jersey
-$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$47M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$26.9M
5
CCM
Coldstream Capital Management
Washington
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
676
CX Institutional
Indiana
$2K +$1.77K +28 New
KWM
677
Kiker Wealth Management
Georgia
$1.91K – – –
RF
678
Roxbury Financial
New Jersey
$1.76K – – –
DF
679
DecisionPoint Financial
Arizona
$1.65K – – –
AIC
680
Archer Investment Corporation
Indiana
$1.4K – – –
MLA
681
MB, Levis & Associates
Pennsylvania
$1.07K – – –
RP
682
Rice Partnership
Hawaii
$889 +$884 +14 New
OHWP
683
Oak Harbor Wealth Partners
North Carolina
$699 – – –
FDW
684
Fourth Dimension Wealth
Ohio
$610 – – –
BNP Paribas Financial Markets
685
BNP Paribas Financial Markets
France
$572 +$569 +9 New
HCM
686
Hollencrest Capital Management
California
$445 – – –
FW
687
Fairway Wealth
Ohio
$381 +$379 +6 New
FGAM
688
Financial Gravity Asset Management
Texas
$342 +$316 +5 New
S
689
Sachetta
Massachusetts
$3 – – –
PPW
690
Parcion Private Wealth
Washington
– -$10.8M -177,622 Closed
SW
691
SVB Wealth
Massachusetts
– -$5M -82,387 Closed
GWA
692
Genesis Wealth Advisors
Massachusetts
– -$2.89M -47,631 Closed
EPM
693
Elm Partners Management
Pennsylvania
– -$2.36M -38,789 Closed
EAM
694
Empirical Asset Management
Massachusetts
– -$38.5K -38,457 Closed
HP
695
Haven Private
Florida
– -$1.41M -23,190 Closed
Citadel Advisors
696
Citadel Advisors
Florida
– -$1.11M -18,200 Closed
FH
697
Financial Harvest
Florida
– -$661K -10,883 Closed
Kovitz Investment Group Partners
698
Kovitz Investment Group Partners
Illinois
– -$565K -9,299 Closed
APWM
699
Argonautica Private Wealth Management
Massachusetts
– -$542K -8,929 Closed
OCM
700
Objective Capital Management
Ohio
– -$451K -7,422 Closed
26 27
28
29 30

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.