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iShares MSCI EAFE Small-Cap ETF
SCZ

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: 14 → 16 (+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: 705 → 687 (-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
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$390M
2
JP Morgan Chase
JP Morgan Chase
New York
+$163M
3
BlackRock
BlackRock
New York
+$94.1M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$51.5M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$46.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$90.8M
2
MWM
Modera Wealth Management
New Jersey
-$77.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$47M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$26.9M
5
CCM
Coldstream Capital Management
Washington
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
151
Hancock Whitney
Mississippi
$3.01M -$78.8K -1,247 -3%
NFP
152
Narus Financial Partners
Utah
$2.95M -$4.23K -67 -0.1%
AIM
153
Acropolis Investment Management
Missouri
$2.94M -$101K -1,595 -3%
PWMAG
154
Pinnacle Wealth Management Advisory Group
New Jersey
$2.92M -$2.5M -39,555 -46%
FTUS
155
Flow Traders U.S.
New York
$2.91M +$2.9M +45,865 New
Walleye Capital
156
Walleye Capital
New York
$2.9M +$2.6M +41,185 +909%
MC
157
Martin & Co
Tennessee
$2.9M +$31.9K +505 +1%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$2.88M -$222K -3,520 -7%
DI
159
Disciplined Investments
Oklahoma
$2.83M +$6.88K +109 +0.2%
RWPA
160
Richard W. Paul & Associates
Michigan
$2.82M +$26.2K +414 +0.9%
WPW
161
Waldron Private Wealth
Pennsylvania
$2.74M -$2.4M -38,065 -47%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$2.73M -$105K -1,664 -4%
CP
163
Creekside Partners
California
$2.7M -$19.7K -312 -0.7%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$2.66M +$575K +9,103 +28%
BHWA
165
Beacon Harbor Wealth Advisors
Virginia
$2.6M +$23.8K +377 +0.9%
APG
166
Abacus Planning Group
South Carolina
$2.6M +$6.32K +100 +0.2%
PWM
167
Partnership Wealth Management
Maryland
$2.5M +$42.3K +669 +2%
PAS
168
Park Avenue Securities
New York
$2.5M +$247K +3,914 +11%
BCG
169
Breakwater Capital Group
New Jersey
$2.35M +$419K +6,640 +22%
CF
170
Corrigan Financial
Rhode Island
$2.33M -$96.5K -1,527 -4%
AWM
171
Avior Wealth Management
Nebraska
$2.31M -$94.6K -1,498 -4%
CFC
172
Coyle Financial Counsel
Illinois
$2.3M -$465K -7,369 -17%
NFW
173
Noble Family Wealth
Florida
$2.3M -$13.3K -210 -0.6%
KPWS
174
Kestra Private Wealth Services
Texas
$2.28M -$1.06M -16,852 -32%
IWM
175
IHT Wealth Management
Illinois
$2.25M -$82.9K -1,313 -4%
5 6
7
8 9

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.