We are live on ! Find out more
SCZ icon

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
MWS
701
MFA Wealth Services
California
– -$420K -6,906 Closed
Fisher Asset Management
702
Fisher Asset Management
Washington
– -$397K -6,541 Closed
CWL
703
Causey Wealth LLC
Colorado
– -$307K -5,055 Closed
ULWM
704
Upper Left Wealth Management
Florida
– -$305K -5,024 Closed
PCG
705
Prosperity Consulting Group
Maryland
– -$272K -4,473 Closed
FRA
706
Frank Rimerman Advisors
California
– -$254K -4,184 Closed
ECM
707
Evergreen Capital Management
Washington
– -$250K -4,122 Closed
Financial Engines Advisors
708
Financial Engines Advisors
California
– -$245K -4,031 Closed
QCM
709
QRG Capital Management
Illinois
– -$228K -3,759 Closed
BFG
710
Berger Financial Group
Minnesota
– -$225K -3,706 Closed
WWM
711
Western Wealth Management
Colorado
– -$222K -3,656 Closed
QWM
712
Quadcap Wealth Management
Texas
– -$222K -3,655 Closed
VA
713
Valmark Advisers
Ohio
– -$214K -3,526 Closed
GT
714
Greenleaf Trust
Michigan
– -$212K -3,486 Closed
NRI
715
NFP Retirement Inc
California
– -$209K -3,447 Closed
CCM
716
Colorado Capital Management
Colorado
– -$183K -3,017 Closed
PGAM
717
Princeton Global Asset Management
New Jersey
– -$168K -2,765 Closed
CFGS
718
Concourse Financial Group Securities
Alabama
– -$92.7K -1,502 Closed
EBA
719
Eagle Bay Advisors
New York
– -$86.8K -1,429 Closed
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
– -$46.8K -770 Closed
OC
721
Oarsman Capital
Wisconsin
– -$43.8K -721 Closed
FA
722
Fedenia Advisers
Wisconsin
– -$38.3K -630 Closed
VWM
723
Venturi Wealth Management
Texas
– -$35.2K -579 Closed
HPC
724
HM Payson & Co
Maine
– -$34.1K -562 Closed
PFT
725
Providence First Trust
Arizona
– -$27.6K -455 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.