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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
ORL
176
Oak Root LLC
California
$2.25M -$1.24M -19,562 -36%
NHC
177
Nicholas Hoffman & Company
Georgia
$2.25M -$84.3K -1,335 -4%
ES
178
Eagle Strategies
New York
$2.23M +$26.7K +423 +1%
RWM
179
Rialto Wealth Management
New York
$2.22M -$15.6K -247 -0.7%
HLCM
180
Hi-Line Capital Management
South Dakota
$2.21M
PP
181
Prosperity Planning
Missouri
$2.21M +$35.8K +567 +2%
PP
182
PrairieView Partners
Minnesota
$2.21M -$10.2K -161 -0.5%
RWP
183
RWA Wealth Partners
Massachusetts
$2.19M +$164K +2,595 +8%
DADC
184
D.A. Davidson & Co
Montana
$2.19M -$198K -3,138 -8%
JJBC
185
James J. Burns & Company
New York
$2.18M +$118K +1,866 +6%
BW
186
BIP Wealth
Georgia
$2.18M -$94.2K -1,491 -4%
VW
187
Vance Wealth
California
$2.17M -$122K -1,929 -5%
CA
188
Crewe Advisors
Utah
$2.14M -$20.8K -330 -1%
ACA
189
Aptus Capital Advisors
Alabama
$2.12M +$231K +3,659 +12%
DSA
190
Droms Strauss Advisors
Missouri
$2.12M +$15.9K +252 +0.8%
MMA
191
Miracle Mile Advisors
California
$2.11M -$50.9K -805 -2%
PA
192
Probity Advisors
Texas
$2.11M +$6.32K +100 +0.3%
UB
193
UMB Bank
Missouri
$2.07M -$330K -5,223 -14%
CAWM
194
Capital A Wealth Management
Pennsylvania
$2.06M +$2.05M +32,481 New
AFTS
195
American Financial & Tax Strategies
New York
$2.05M -$60.4K -956 -3%
FWMM
196
Foundation Wealth Management (Missouri)
Missouri
$2.03M +$215K +3,407 +12%
PCM
197
Pointe Capital Management
Michigan
$2.02M -$428K -6,780 -18%
PWS
198
Peloton Wealth Strategists
Indiana
$2.02M +$1.77M +28,076 +756%
FCAM
199
First Citizens Asset Management
North Carolina
$2.01M -$22.1K -350 -1%
EWM
200
Elmwood Wealth Management
California
$2.01M -$91.6K -1,450 -4%

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.