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iShares MSCI EAFE Small-Cap ETF

765 hedge funds and large institutions have $12.6B invested in iShares MSCI EAFE Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 266 increasing their positions, 253 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

13% more capital invested

Capital invested by funds: $11.2B → $12.6B (+$1.44B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.81% more ownership

Funds ownership: 84.89%87.69% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 253

0% more funds holding

Funds holding: 762765 (+3)

Holders
765
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
59
Increased
266
Reduced
253
Closed
40
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
51
Ballentine Partners
Massachusetts
$23.8M -$114K -1,361 -0.5%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$21.7M +$5.26M +62,812 +31%
FCBT
53
First Citizens Bank & Trust
North Carolina
$21.5M +$5.38M +64,196 +33%
Stifel Financial
54
Stifel Financial
Missouri
$20.7M +$54.6K +652 +0.3%
Corient Private Wealth
55
Corient Private Wealth
Florida
$19.9M -$20.9M -249,041 -51%
BMCM
56
Bryn Mawr Capital Management
Pennsylvania
$19.8M +$874K +10,434 +5%
FWA
57
FSM Wealth Advisors
Ohio
$19.7M +$899K +10,738 +5%
IAS
58
IMA Advisory Services
Colorado
$18.6M +$35K +418 +0.2%
Raymond James Financial
59
Raymond James Financial
Florida
$17.9M +$592K +7,073 +3%
Osaic Holdings
60
Osaic Holdings
Arizona
$17.2M +$1.48M +17,699 +9%
Truist Financial
61
Truist Financial
North Carolina
$16.6M -$357K -4,257 -2%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$16.4M -$1.19M -14,259 -7%
TIAA Trust, National Association
63
TIAA Trust, National Association
North Carolina
$16.2M +$33.4K +399 +0.2%
SFA
64
Sequoia Financial Advisors
Ohio
$14.4M +$4.02K +48 +0%
WA
65
Wealth Architects
California
$14.1M -$336K -4,010 -2%
RFA
66
RTD Financial Advisors
Pennsylvania
$13.9M -$113K -1,347 -0.8%
CRC
67
Curi RMB Capital
Illinois
$13.8M +$2.47M +29,460 +21%
Nuveen
68
Nuveen
North Carolina
$13.5M -$37.9M -452,737 -73%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$13.4M +$228K +2,718 +2%
CCA
70
Checchi Capital Advisers
California
$13.4M -$573K -6,838 -4%
Mariner
71
Mariner
Kansas
$13.3M -$209K -2,491 -2%
KA
72
Klingman & Associates
New York
$12.8M -$128K -1,530 -1%
SIC
73
Shoker Investment Counsel
Ohio
$12.2M +$409K +4,883 +3%
IWC
74
Integrated Wealth Concepts
Massachusetts
$11.9M +$3.45M +41,254 +40%
NA
75
NewEdge Advisors
Louisiana
$11.8M +$1.02M +12,141 +9%

SCZ Hedge Fund Activity: Q2 2026 in Review

765 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2026, worth a combined $12.6B — up 13% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCZ positions and 40 closed out — a net gain of 19 holders — while 266 added to existing stakes and 253 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $324M. The largest seller was Susquehanna International Group, cutting an estimated $53.8M.

  • 765 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2026, up from 762 in Q1 2026.
  • Funds reported $12.6B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2026, up 13% quarter-over-quarter.
  • 59 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2026 and 40 closed out, a net change of +19 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $324M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2026 was Susquehanna International Group, an estimated $53.8M sold.

Based on aggregated 13F filings for Q2 2026.