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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$655M +$30M +474,792 +5%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$615M +$51.5M +815,667 +9%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$492M +$390M +6,179,919 +393%
BlackRock
4
BlackRock
New York
$322M +$94.1M +1,489,959 +42%
Creative Planning
5
Creative Planning
Kansas
$286M -$12.5M -197,133 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$247M +$163M +2,583,456 +199%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$237M -$47M -744,443 -17%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$226M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$219M -$4.36M -68,977 -2%
Goldman Sachs
10
Goldman Sachs
New York
$219M -$9.19M -145,556 -4%
Morgan Stanley
11
Morgan Stanley
New York
$161M -$6.22M -98,487 -4%
Bank of America
12
Bank of America
North Carolina
$121M -$90.8M -1,437,885 -43%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$91.3M -$13.8M -218,765 -13%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$86.6M +$6.71M +106,288 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$78.7M -$2.8M -44,392 -3%
Citigroup
16
Citigroup
New York
$77.9M -$14.3M -226,142 -16%
MWM
17
Modera Wealth Management
New Jersey
$76.1M -$77.3M -1,224,092 -51%
Northern Trust
18
Northern Trust
Illinois
$70.3M -$704K -11,148 -1%
UBS Group
19
UBS Group
Switzerland
$69.3M +$1.29M +20,415 +2%
CCWM
20
Cassaday & Co Wealth Management
Virginia
$68.6M +$3.71M +58,732 +6%
FDP
21
Financiere des Professionnels
Quebec, Canada
$55.7M +$46.9M +742,500 +552%
N
22
Nuveen
North Carolina
$47.6M +$21M +332,557 +80%
LPL Financial
23
LPL Financial
California
$47.2M +$8.46M +133,942 +22%
HighTower Advisors
24
HighTower Advisors
Illinois
$46.5M -$2.76M -43,700 -6%
AAS
25
Avantax Advisory Services
Texas
$46M +$2.76M +43,730 +6%

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.