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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
EWM
726
Evermay Wealth Management
Virginia
-$24.9K -410 Closed
SIM
727
Synergy Investment Management
Florida
-$20.5K -337 Closed
KBFS
728
Kohmann Bosshard Financial Services
Ohio
-$20.3K -333 Closed
TCPW
729
Twin City Private Wealth
North Carolina
-$15.6K -257 Closed
EW
730
Element Wealth
Mississippi
-$14.5K -239 Closed
MFG
731
Mendota Financial Group
Wisconsin
-$13.5K -222 Closed
BAM
732
Bellevue Asset Management
Washington
-$10.8K -177 Closed
HFS
733
Hantz Financial Services
Michigan
-$10K -162 Closed
RWS
734
Retirement Wealth Solutions
Wisconsin
-$6.05K -102 Closed
HC
735
Hoese & Co
Minnesota
-$6.08K -100 Closed
SNB
736
Security National Bank
Nebraska
-$4.56K -75 Closed
HT
737
Headlands Technologies
Illinois
-$4.25K -70 Closed
EPW
738
Endeavor Private Wealth
Kansas
-$3.54K -58 Closed
SAM
739
Synergy Asset Management
Washington
-$3.93K -58 Closed
TC
740
Truvestments Capital
Florida
-$2.37K -39 Closed
PMFA
741
Plante Moran Financial Advisors
Michigan
-$1.94K -32 Closed
SS
742
Sunbelt Securities
Texas
-$1.52K -25 Closed
FRA
743
Front Row Advisors
California
-$911 -15 Closed
RFS
744
Richardson Financial Services
Massachusetts
-$791 -13 Closed
RFG
745
REAP Financial Group
Texas
-$30 -1 Closed

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.