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iShares MSCI EAFE Small-Cap ETF
SCZ

702 hedge funds and large institutions have $7.74B invested in iShares MSCI EAFE Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 183 increasing their positions, 286 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

4% more capital invested

Capital invested by funds: $7.43B → $7.74B (+$314M)

0.24% more ownership

Funds ownership: 70.99% → 71.24% (+0.24%)

1% less call options, than puts

Call options by funds: $483K | Put options by funds: $487K

2% less funds holding

Funds holding: 714 → 702 (-12)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

36% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 286

Holders
702
Holders Change
-12
Holders Change %
-1.68%
% of All Funds
9.21%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
45
Increased
183
Reduced
286
Closed
43
Calls
$483K
Puts
$487K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
GACM
Global Alpha Capital Management
Quebec, Canada
+$66.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$57.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$49M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$37.1M
5
Morgan Stanley
Morgan Stanley
New York
+$33.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$47.2M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$37.8M
3
Jane Street
Jane Street
New York
-$29.3M
4
UBS Group
UBS Group
Switzerland
-$28.6M
5
Bank of America
Bank of America
North Carolina
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.17B +$37.1M +495,854 +3%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$860M +$49M +655,170 +6%
Natixis Advisors
3
Natixis Advisors
Massachusetts
$740M -$37.8M -505,570 -5%
Creative Planning
4
Creative Planning
Kansas
$318M -$9.99M -133,499 -3%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$284M +$10.6M +142,269 +4%
BlackRock
6
BlackRock
New York
$263M +$7.83M +104,664 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$242M -$6.29M -84,132 -3%
Morgan Stanley
8
Morgan Stanley
New York
$216M +$33.6M +449,170 +19%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$212M +$5.89M +78,696 +3%
Goldman Sachs
10
Goldman Sachs
New York
$211M -$7M -93,585 -3%
JP Morgan Chase
11
JP Morgan Chase
New York
$137M +$1.45M +19,400 +1%
Bank of America
12
Bank of America
North Carolina
$126M -$27.4M -365,743 -18%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$101M +$1.48M +19,756 +2%
CCWM
14
Cassaday & Co Wealth Management
Virginia
$96.1M -$708K -9,458 -0.7%
Northern Trust
15
Northern Trust
Illinois
$94.5M +$2.43M +32,437 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$79.7M +$57.2M +764,375 +279%
MWM
17
Modera Wealth Management
New Jersey
$76M -$1.7M -22,790 -2%
GACM
18
Global Alpha Capital Management
Quebec, Canada
$68.6M +$66.9M +893,600 New
LPL Financial
19
LPL Financial
California
$65.3M +$3.6M +48,058 +6%
UBS Group
20
UBS Group
Switzerland
$63.3M -$28.6M -382,028 -32%
WSFS
21
Wilmington Savings Fund Society
Delaware
$59.7M +$9.11M +121,771 +19%
HighTower Advisors
22
HighTower Advisors
Illinois
$54.3M -$1.51M -20,122 -3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$53M +$136K +1,820 +0.3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$48.4M +$2.94M +39,319 +7%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
$47.9M -$999K -13,356 -2%
1
2 3 4 5

SCZ Hedge Fund Activity: Q3 2025 in Review

702 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2025, worth a combined $7.74B — up 4.2% from $7.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCZ positions and 43 closed out — a net gain of 2 holders — while 183 added to existing stakes and 286 trimmed.

The largest buyer was Global Alpha Capital Management, opening a new position worth an estimated $66.9M. The largest seller was Royal Bank of Canada, cutting an estimated $47.2M.

  • 702 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2025, down from 714 in Q2 2025.
  • Funds reported $7.74B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 45 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2025 and 43 closed out, a net change of +2 holders.
  • The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2025 was Global Alpha Capital Management, an estimated $66.9M added.
  • The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2025.