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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
ACA
201
Atlas Capital Advisors
Wyoming
$2.01M -$73.7K -1,166 -4%
CP
202
Canopy Partners
Ohio
$2M
KFG
203
Kelly Financial Group
Connecticut
$1.99M -$340K -5,382 -15%
GWM
204
Geneos Wealth Management
Colorado
$1.99M +$1.16M +18,388 +142%
SPIA
205
Steward Partners Investment Advisory
New York
$1.95M +$8.97K +142 +0.5%
CFG
206
Citizens Financial Group
Rhode Island
$1.92M -$222K -3,521 -10%
ASN
207
Advisory Services Network
Georgia
$1.9M +$419K +6,638 +28%
RWM
208
Reston Wealth Management
Virginia
$1.89M -$116K -1,833 -6%
BEI
209
Benjamin Edwards Inc
Missouri
$1.87M +$79.6K +1,260 +4%
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$1.85M -$73.5K -1,163 -4%
DC
211
Davenport & Co
Virginia
$1.82M +$92.1K +1,458 +5%
FFA
212
Fi3 Financial Advisors
Indiana
$1.82M -$3.14M -49,750 -63%
EW
213
Elyxium Wealth
California
$1.79M -$103K -1,629 -5%
SFS
214
Sowell Financial Services
Arkansas
$1.79M +$122K +1,930 +7%
EA
215
Efficient Advisors
Ohio
$1.79M -$526K -8,324 -23%
EWM
216
Endowment Wealth Management
Wisconsin
$1.78M -$21K -333 -1%
FTWA
217
Fifth Third Wealth Advisors
Ohio
$1.76M -$181K -2,863 -9%
MFC
218
Morris Financial Concepts
South Carolina
$1.76M -$122K -1,926 -6%
FAM
219
Frontier Asset Management
Wyoming
$1.76M -$208K -3,298 -11%
PS
220
Principal Securities
Iowa
$1.71M +$66.9K +1,059 +4%
PAG
221
Private Advisor Group
New Jersey
$1.71M -$20.5K -325 -1%
AA
222
Aire Advisors
California
$1.68M -$155K -2,456 -8%
EWM
223
Empirical Wealth Management
Washington
$1.67M +$133K +2,100 +9%
CAL
224
Capital Analysts LLC
Pennsylvania
$1.66M -$289K -4,574 -15%
CAM
225
Cresset Asset Management
Illinois
$1.64M +$505 +8 +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.