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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
MCCA
51
Mill Creek Capital Advisors
Pennsylvania
$18.4M -$3.19M -50,458 -15%
MCM
52
MAI Capital Management
Ohio
$17.8M +$1.3M +20,642 +8%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$17.6M -$674K -10,666 -4%
QCG
54
Quadrant Capital Group
Ohio
$17.4M -$1.66M -26,244 -9%
EH
55
Equitable Holdings
New York
$17M -$180K -2,854 -1%
Truist Financial
56
Truist Financial
North Carolina
$16.7M -$864K -13,671 -5%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$16.4M -$112K -1,772 -0.7%
BAMG
58
Brand Asset Management Group
Missouri
$15.7M -$4.42M -69,946 -22%
SPA
59
Shore Point Advisors
New Jersey
$15.5M -$1.24M -19,656 -7%
Stifel Financial
60
Stifel Financial
Missouri
$15.4M -$6.95K -110 -0%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$15.3M +$949K +15,017 +7%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$15.1M +$905K +14,328 +6%
FSC
63
Full Sail Capital
Oklahoma
$13.7M +$49.3K +781 +0.4%
FCBT
64
First Citizens Bank & Trust
North Carolina
$13.5M +$779K +12,338 +6%
NYLIM
65
New York Life Investment Management
New York
$13M +$12.9M +204,033 New
CCA
66
Checchi Capital Advisers
California
$12.8M -$804K -12,723 -6%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$12.7M -$940K -14,875 -7%
MWM
68
Mission Wealth Management
California
$12.6M -$177K -2,806 -1%
EWA
69
Exencial Wealth Advisors
Oklahoma
$11.9M -$113K -1,792 -0.9%
WA
70
Wealth Architects
California
$11.7M -$95.6K -1,514 -0.8%
SC
71
Savant Capital
Illinois
$11.6M -$1.95M -30,901 -15%
RFA
72
RTD Financial Advisors
Pennsylvania
$11.4M +$642K +10,160 +6%
KA
73
Klingman & Associates
New York
$10.8M -$82K -1,298 -0.8%
FWA
74
FSM Wealth Advisors
Ohio
$10M +$2.04M +32,263 +26%
Osaic Holdings
75
Osaic Holdings
Arizona
$9.98M -$81.6K -1,292 -0.8%

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.