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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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$9.95M +$295K +4,664 +3%
AA
77
Alesco Advisors
New York
$9.8M -$106K -1,681 -1%
PFA
78
Pure Financial Advisors
California
$9.68M -$743K -11,768 -7%
SC
79
Schoolcraft Capital
Colorado
$8.96M -$142K -2,247 -2%
SCM
80
Sterling Capital Management
North Carolina
$8.92M +$3.07M +48,608 +53%
OFG
81
Omega Financial Group
California
$8.83M +$252K +3,986 +3%
AOI
82
Auto-Owners Insurance
Michigan
$8.82M +$3.61M +57,100 +109%
M&T Bank
83
M&T Bank
New York
$8.7M -$67.3K -1,066 -0.8%
IAS
84
IMA Advisory Services
Colorado
$8.61M -$1.08M -17,055 -11%
SIC
85
Shoker Investment Counsel
Ohio
$8.32M +$240K +3,805 +3%
WMG
86
WESCAP Management Group
California
$8.29M -$426K -6,738 -5%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$8.16M -$578K -9,155 -7%
SS
88
Sound Stewardship
Kansas
$8.11M +$115K +1,818 +1%
DC
89
Dorval Corp
Minnesota
$7.95M +$136K +2,156 +2%
IFS
90
Ifrah Financial Services
Arkansas
$7.78M -$67.7K -1,072 -0.9%
Barclays
91
Barclays
United Kingdom
$7.71M +$5.7M +90,167 +289%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$7.68M -$2.29M -36,243 -23%
BJL
93
Brighton Jones LLC
Washington
$7.49M -$61.8K -979 -0.8%
GLA
94
Great Lakes Advisors
Illinois
$7.43M +$31K +491 +0.4%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$7.4M +$494K +7,827 +7%
Ameriprise
96
Ameriprise
Minnesota
$7.38M +$582K +9,220 +9%
CST
97
Charles Schwab Trust
Nevada
$7.31M -$33.4K -529 -0.5%
BMCM
98
Bryn Mawr Capital Management
Pennsylvania
$7.3M +$1.17M +18,528 +19%
WA
99
Waverly Advisors
Alabama
$7.3M -$397K -6,289 -5%
CFB
100
Cullen/Frost Bankers
Texas
$7.23M +$261K +4,139 +4%

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.