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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
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$7.22M -$2.74M -43,308 -28%
LFG
102
Larson Financial Group
Missouri
$6.49M -$283K -4,477 -4%
Bessemer Group
103
Bessemer Group
New Jersey
$6.4M +$5.94K +94 +0.1%
AI
104
Arvest Investments
Arkansas
$6.39M +$16.6K +262 +0.3%
IRC
105
Investors Research Corp
Georgia
$6.37M -$309K -4,886 -5%
BOS
106
Bank of Stockton
California
$6.33M -$162K -2,563 -3%
FWM
107
Fonville Wealth Management
Virginia
$6.1M +$437K +6,914 +8%
BF
108
Brooklyn FI
New York
$6.08M +$239K +3,783 +4%
US Bancorp
109
US Bancorp
Minnesota
$6.04M +$598K +9,469 +11%
IWC
110
Integrated Wealth Concepts
Massachusetts
$6.03M -$834K -13,199 -12%
APW
111
Austin Private Wealth
Texas
$6.03M -$4.33M -68,516 -42%
NA
112
NewEdge Advisors
Louisiana
$5.99M +$159K +2,511 +3%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$5.84M +$2.6M +41,089 +81%
FPAS
114
Focus Partners Advisor Solutions
Missouri
$5.34M +$258K +4,091 +5%
BOH
115
Bank of Hawaii
Hawaii
$5.14M -$286K -4,521 -5%
IA
116
IFG Advisors
Missouri
$5.11M +$264K +4,172 +5%
AFA
117
American Financial Advisors
Georgia
$4.96M -$456K -7,218 -8%
EWA
118
Encompass Wealth Advisors
Oregon
$4.96M +$340K +5,390 +7%
P
119
&Partners
Tennessee
$4.91M +$437K +6,924 +10%
LI
120
Latigo Investments
Florida
$4.7M
AF
121
Allworth Financial
California
$4.61M -$105K -1,662 -2%
MML Investors Services
122
MML Investors Services
Massachusetts
$4.59M -$273K -4,318 -6%
GA
123
Goldstein Advisors
Wisconsin
$4.57M +$370K +5,858 +9%
CAS
124
Coppell Advisory Solutions
Texas
$4.54M +$5.02M +79,514 +34,126%
LC
125
LTG Capital
Massachusetts
$4.49M -$92.9K -1,471 -2%

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.