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iShares MSCI EAFE Small-Cap ETF
SCZ

702 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 183 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

4% more capital invested

Capital invested by funds: $7.43B → $7.74B (+$314M)

0.24% more ownership

Funds ownership: 70.99% → 71.24% (+0.24%)

1% less call options, than puts

Call options by funds: $483K | Put options by funds: $487K

2% less funds holding

Funds holding: 714 → 702 (-12)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

36% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 286

Holders
702
Holders Change
-12
Holders Change %
-1.68%
% of All Funds
9.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
45
Increased
183
Reduced
286
Closed
43
Calls
$483K
Puts
$487K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
GACM
Global Alpha Capital Management
Quebec, Canada
+$66.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$57.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$49M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$37.1M
5
Morgan Stanley
Morgan Stanley
New York
+$33.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$47.2M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$37.8M
3
Jane Street
Jane Street
New York
-$29.3M
4
UBS Group
UBS Group
Switzerland
-$28.6M
5
Bank of America
Bank of America
North Carolina
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
726
Greenleaf Trust
Michigan
– -$217K -2,982 Closed
AAP
727
Arax Advisory Partners
Colorado
– -$138K -1,902 Closed
BA
728
Bristlecone Advisors
Washington
– -$116K -1,593 Closed
TSMHT
729
Thurston Springer Miller Herd & Titak
Indiana
– -$91.4K -1,255 Closed
T
730
Transce3nd
Texas
– -$65.5K -901 Closed
BIG
731
Brooklyn Investment Group
New York
– -$60.7K -836 Closed
SWA
732
SOA Wealth Advisors
New York
– -$35.5K -489 Closed
CIA
733
Choate Investment Advisors
Massachusetts
– -$31.1K -428 Closed
SC
734
Stephens Consulting
Michigan
– -$29.3K -403 Closed
SC
735
SouthState Corp
Florida
– -$21.6K -297 Closed
MWM
736
MorganRosel Wealth Management
Colorado
– -$11.2K -154 Closed
BFP
737
Briaud Financial Planning
Texas
– -$9K -124 Closed
EPAM
738
Evelyn Partners Asset Management
– -$7.56K -104 Closed
BCMLT
739
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$5.5K -76 Closed
EWA
740
EQ Wealth Advisors
Texas
– -$3.63K -50 Closed
MHR
741
Matthew Hamilton Rosenberg
– -$3.56K -49 Closed
AG
742
AmeriFlex Group
Nevada
– -$2.52K -35 Closed
CIAS
743
CBIZ Investment Advisory Services
Ohio
– -$2.29K -32 Closed
KWM
744
Kiker Wealth Management
Georgia
– -$2.18K -30 Closed
TWC
745
TD Waterhouse Canada
Ontario, Canada
– -$1.3K -18 Closed
FW
746
Fairway Wealth
Ohio
– -$436 -6 Closed
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$45 -1 Closed
26 27 28 29
30

SCZ Hedge Fund Activity: Q3 2025 in Review

702 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2025, worth a combined $7.74B — up 4.2% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCZ positions and 43 closed out — a net gain of 2 holders — while 183 added to existing stakes and 286 trimmed.

The largest buyer was Global Alpha Capital Management, opening a new position worth an estimated $66.9M. The largest seller was Royal Bank of Canada, cutting an estimated $47.2M.

  • 702 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2025, down from 714 in Q2 2025.
  • Funds reported $7.74B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 45 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2025 and 43 closed out, a net change of +2 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2025 was Global Alpha Capital Management, an estimated $66.9M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2025.