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iShares MSCI EAFE Small-Cap ETF

765 hedge funds and large institutions have $12.6B invested in iShares MSCI EAFE Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 266 increasing their positions, 253 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

13% more capital invested

Capital invested by funds: $11.2B → $12.6B (+$1.44B)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

2.81% more ownership

Funds ownership: 84.89%87.69% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 253

0% more funds holding

Funds holding: 762765 (+3)

Holders
765
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
59
Increased
266
Reduced
253
Closed
40
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$4.5M -$408K -4,872 -8%
HT
152
Heritage Trust
Oklahoma
$4.49M -$312K -3,721 -6%
GA
153
Goldstein Advisors
Wisconsin
$4.46M -$178K -2,121 -4%
CWM
154
Cooke Wealth Management
California
$4.46M -$70.3K -840 -2%
VT
155
Vise Technologies
New York
$4.42M +$1.17M +13,962 +35%
ACA
156
Aptus Capital Advisors
Alabama
$4.32M +$202K +2,417 +5%
AOI
157
Auto-Owners Insurance
Michigan
$4.3M
PIFP
158
Partners in Financial Planning
Virginia
$4.23M +$134K +1,603 +3%
EWM
159
Endowment Wealth Management
Wisconsin
$4.13M +$299K +3,566 +8%
MC
160
Martin & Co
Tennessee
$4.11M +$31.1K +371 +0.7%
PAS
161
Park Avenue Securities
New York
$4.03M +$4.1M +48,992 New
NB
162
NBT Bank
New York
$4.02M -$111K -1,321 -3%
GT
163
Glenmede Trust
Pennsylvania
$3.98M +$25.3K +302 +0.6%
NB
164
Nicolet Bankshares
Wisconsin
$3.92M +$801K +9,564 +26%
RWPA
165
Richard W. Paul & Associates
Michigan
$3.86M +$36.2K +432 +0.9%
WIA
166
World Investment Advisors
California
$3.84M -$89K -1,063 -2%
PFA
167
Professional Financial Advisors
Nebraska
$3.84M -$994K -11,874 -20%
IA
168
IFP Advisors
Florida
$3.8M -$1.84K -22 -0%
FWMM
169
Foundation Wealth Management (Missouri)
Missouri
$3.79M +$836K +9,978 +28%
WPW
170
Waldron Private Wealth
Pennsylvania
$3.79M -$43.5K -520 -1%
AL
171
Aspiriant LLC
California
$3.72M -$77.5K -925 -2%
SPIA
172
Steward Partners Investment Advisory
New York
$3.71M +$766K +9,144 +25%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$3.65M -$53.8M -641,954 -94%
STA
174
Summit Trail Advisors
New York
$3.58M
NFP
175
Narus Financial Partners
Utah
$3.55M -$27.8K -332 -0.8%

SCZ Hedge Fund Activity: Q2 2026 in Review

765 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q2 2026, worth a combined $12.6B — up 13% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCZ positions and 40 closed out — a net gain of 19 holders — while 266 added to existing stakes and 253 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $324M. The largest seller was Susquehanna International Group, cutting an estimated $53.8M.

  • 765 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q2 2026, up from 762 in Q1 2026.
  • Funds reported $12.6B of iShares MSCI EAFE Small-Cap ETF stock for Q2 2026, up 13% quarter-over-quarter.
  • 59 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q2 2026 and 40 closed out, a net change of +19 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $324M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q2 2026 was Susquehanna International Group, an estimated $53.8M sold.

Based on aggregated 13F filings for Q2 2026.