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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
TWM
776
Thryve Wealth Management
Texas
-$260K -3,312 Closed
AAS
777
Annex Advisory Services
Wisconsin
-$249K -3,170 Closed
ICMM
778
Integrated Capital Management (Michigan)
Michigan
-$233K -2,974 Closed
OIA
779
OneDigital Investment Advisors
Kansas
-$232K -2,958 Closed
UAG
780
United Advisor Group
Ohio
-$206K -2,623 Closed
Fisher Asset Management
781
Fisher Asset Management
Washington
-$201K -2,561 Closed
AGWCA
782
Annis Gardner Whiting Capital Advisors
Florida
-$166K -2,111 Closed
CIR
783
Clear Investment Research
Georgia
-$158K -2,010 Closed
New York State Common Retirement Fund
784
New York State Common Retirement Fund
New York
-$133K -1,692 Closed
CFG
785
Clayton Financial Group
Missouri
-$66.9K -853 Closed
SIS
786
Sound Income Strategies
Florida
-$53.1K -667 Closed
DSC
787
Daytona Street Capital
Missouri
-$31.5K -393 Closed
HPIA
788
Hamilton Point Investment Advisors
North Carolina
-$25.5K -325 Closed
MM
789
Main Management
California
-$17K -221 Closed
MWC
790
MBM Wealth Consultants
Missouri
-$13.8K -176 Closed
PWMG
791
Private Wealth Management Group
New Jersey
-$8.86K -113 Closed
SAP
792
Strategic Advisory Partners
North Carolina
-$8.47K -108 Closed
TLFA
793
True Link Financial Advisors
California
-$8.23K -105 Closed
SFCL
794
Strengthening Families & Communities LLC
Massachusetts
-$7.29K -93 Closed
MSG
795
Main Street Group
Virginia
-$6.82K -87 Closed
AWM
796
Abound Wealth Management
Tennessee
-$6.57K -84 Closed
WB
797
Webster Bank
Connecticut
-$6.51K -83 Closed
OA
798
Operose Advisors
Wisconsin
-$5.41K -69 Closed
EP
799
Essential Partners
California
-$5.02K -64 Closed
MB
800
MidFirst Bank
Oklahoma
-$1.96K -25 Closed

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.