SCZ icon

iShares MSCI EAFE Small-Cap ETF

731 hedge funds and large institutions have $9.71B invested in iShares MSCI EAFE Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 248 increasing their positions, 226 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

10% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 226

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

90% less call options, than puts

Call options by funds: $310K | Put options by funds: $3.02M

Holders
731
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$310K
Puts
$3.02M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$3.95K
JWA
702
JFS Wealth Advisors
Pennsylvania
$3.93K
EWA
703
EQ Wealth Advisors
Texas
$3.88K
TWD
704
True Wealth Design
Ohio
$3.8K
MB
705
MidFirst Bank
Oklahoma
$3.8K
RFP
706
Root Financial Partners
California
$3.55K
EWM
707
EPG Wealth Management
Georgia
$3.52K
Toronto Dominion Bank
708
Toronto Dominion Bank
Ontario, Canada
$3.26K
TCM
709
Triumph Capital Management
Colorado
$3.18K
DFA
710
DHJJ Financial Advisors
Illinois
$3.1K
BTI
711
Blue Trust Inc
Georgia
$3.02K
PCA
712
Providence Capital Advisors
North Carolina
$2.64K
FFA
713
Founders Financial Alliance
North Carolina
$2.25K
RF
714
Roxbury Financial
New Jersey
$2.17K
SFC
715
SYM Financial Corp
Indiana
$1.94K
WAS
716
Winch Advisory Services
Wisconsin
$1.91K
TCOT
717
Trust Company of Toledo
Ohio
$1.78K
AIC
718
Archer Investment Corporation
Indiana
$1.71K
RDFA
719
Ritter Daniher Financial Advisory
Ohio
$1.66K
SC
720
Stephens Consulting
Michigan
$1.16K
WETS
721
Wealth Enhancement Trust Services
South Dakota
$1.16K
WW
722
Winnow Wealth
Texas
$1.01K
GAFA
723
Garton & Associates Financial Advisors
Kentucky
$1.01K
FDW
724
Fourth Dimension Wealth
Ohio
$770
IWM
725
IMG Wealth Management
Florida
$698