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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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$11.5M -$566K -7,570 -5%
AA
77
Alesco Advisors
New York
$11.4M -$307K -4,103 -3%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$11.3M -$47.2M -630,252 -81%
OFG
79
Omega Financial Group
California
$10.7M -$19.8K -264 -0.2%
SIC
80
Shoker Investment Counsel
Ohio
$10.5M -$10.9K -146 -0.1%
DC
81
Dorval Corp
Minnesota
$10.2M +$185K +2,478 +2%
IAS
82
IMA Advisory Services
Colorado
$10.2M -$276K -3,693 -3%
N
83
Nuveen
North Carolina
$10.1M -$940K -12,563 -9%
WMG
84
WESCAP Management Group
California
$10M -$60.8K -813 -0.6%
SS
85
Sound Stewardship
Kansas
$9.88M -$53.9K -720 -0.6%
M&T Bank
86
M&T Bank
New York
$9.82M -$685K -9,161 -7%
CFB
87
Cullen/Frost Bankers
Texas
$9.51M +$114K +1,519 +1%
Ameriprise
88
Ameriprise
Minnesota
$9.44M +$857K +11,457 +10%
FPAS
89
Focus Partners Advisor Solutions
Missouri
$9.39M +$2.18M +29,157 +31%
SCM
90
Sterling Capital Management
North Carolina
$9.17M -$596K -7,969 -6%
CST
91
Charles Schwab Trust
Nevada
$9.16M +$172K +2,299 +2%
IFS
92
Ifrah Financial Services
Arkansas
$9.16M -$92.2K -1,232 -1%
SC
93
Schoolcraft Capital
Colorado
$9.11M -$751K -10,041 -8%
BJL
94
Brighton Jones LLC
Washington
$8.95M -$100K -1,341 -1%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$8.79M -$13.1M -175,588 -61%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$8.65M -$467K -6,239 -5%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$8.54M -$832K -11,123 -9%
WA
98
Waverly Advisors
Alabama
$8.36M -$124K -1,664 -2%
IWC
99
Integrated Wealth Concepts
Massachusetts
$8.36M +$815K +10,900 +11%
FWM
100
Fonville Wealth Management
Virginia
$8.17M +$369K +4,934 +5%
2 3
4
5 6

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.