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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
CFG
201
Citizens Financial Group
Rhode Island
$2.76M +$495K +5,914 +21%
AIM
202
Acropolis Investment Management
Missouri
$2.73M -$238K -2,840 -8%
AQR Capital Management
203
AQR Capital Management
Connecticut
$2.71M +$112K +1,335 +4%
BCG
204
Breakwater Capital Group
New Jersey
$2.71M +$43K +514 +2%
SWA
205
Sax Wealth Advisors
New Jersey
$2.7M +$1.54M +18,408 +115%
RWM
206
Reston Wealth Management
Virginia
$2.66M +$120K +1,437 +5%
NHC
207
Nicholas Hoffman & Company
Georgia
$2.62M -$129K -1,539 -5%
NAM
208
NTV Asset Management
West Virginia
$2.6M -$41.9K -500 -2%
WFAG
209
Wescott Financial Advisory Group
Pennsylvania
$2.59M +$209K +2,501 +9%
DSA
210
Droms Strauss Advisors
Missouri
$2.57M -$80.1K -957 -3%
Lido Advisors
211
Lido Advisors
California
$2.56M -$10.1M -121,200 -80%
FWMP
212
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.55M -$55.5K -663 -2%
CP
213
Canopy Partners
Ohio
$2.54M
FCAM
214
First Citizens Asset Management
North Carolina
$2.54M -$10.8K -129 -0.4%
IWM
215
IHT Wealth Management
Illinois
$2.53M -$184K -2,194 -7%
SA
216
Sincerus Advisory
New York
$2.52M +$42.9K +512 +2%
PP
217
Prosperity Planning
Missouri
$2.48M -$33.2K -396 -1%
EWM
218
Elmwood Wealth Management
California
$2.47M -$25.8K -308 -1%
CFC
219
Coyle Financial Counsel
Illinois
$2.41M -$65.2K -779 -3%
KWM
220
Kingsview Wealth Management
Oregon
$2.39M +$30.9K +369 +1%
William Blair & Company
221
William Blair & Company
Illinois
$2.36M +$241K +2,881 +11%
VW
222
Vance Wealth
California
$2.34M -$86.9K -1,038 -4%
SQA
223
Simon Quick Advisors
New Jersey
$2.33M -$3.85K -46 -0.2%
ATC
224
Argent Trust Co
Tennessee
$2.31M +$60.2K +719 +3%
CAL
225
Capital Analysts LLC
Pennsylvania
$2.29M +$97.8K +1,168 +4%

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.