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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
WTB
126
Washington Trust Bank
Washington
$4.47M -$1.44M -22,831 -24%
BFG
127
Bleakley Financial Group
New Jersey
$4.33M +$212K +3,363 +5%
FC
128
FCA Corp
Texas
$4.27M -$46.6K -737 -1%
QC
129
Quent Capital
New York
$4.25M -$588K -9,311 -12%
HAC
130
Harbor Advisory Corp
New Hampshire
$4.25M +$59.9K +948 +1%
CM
131
Cornerstone Management
Georgia
$4.21M -$146K -2,319 -3%
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$4.21M -$683K -10,809 -14%
CCA
133
Clearwater Capital Advisors
Illinois
$4.19M +$17.3K +274 +0.4%
MPCL
134
My Personal CFO LLC
Washington
$4.15M -$452K -7,155 -10%
MCA
135
MSH Capital Advisors
Arizona
$4.14M +$70.4K +1,114 +2%
HT
136
Heritage Trust
Oklahoma
$4.13M -$607K -9,603 -13%
NAMNJ
137
NorthStar Asset Management (New Jersey)
New Jersey
$4.06M +$249K +3,947 +7%
CFP
138
Cascade Financial Partners
California
$3.99M -$18.5K -293 -0.5%
GT
139
Glenmede Trust
Pennsylvania
$3.93M -$439K -6,944 -10%
PFBT
140
Parkside Financial Bank & Trust
Missouri
$3.71M +$361K +5,715 +11%
AL
141
Aspiriant LLC
California
$3.64M
SEI Investments
142
SEI Investments
Pennsylvania
$3.61M +$93.5K +1,480 +3%
Comerica Bank
143
Comerica Bank
Texas
$3.61M -$223K -3,529 -6%
NB
144
NBT Bank
New York
$3.38M +$263K +4,165 +9%
PA
145
Pinnacle Associates
New York
$3.25M -$3.14M -49,670 -49%
TWP
146
Total Wealth Planning
Ohio
$3.24M -$172K -2,719 -5%
WIA
147
World Investment Advisors
California
$3.19M -$94.8K -1,500 -3%
OAM
148
Oppenheimer Asset Management
New York
$3.18M +$209K +3,304 +7%
FWMP
149
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.11M -$49.1K -777 -2%
PIFP
150
Partners in Financial Planning
Virginia
$3.07M +$632 +10 +0%

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.