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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.38B +$324M +3,871,623 +8%
Natixis Advisors
2
Natixis Advisors
Massachusetts
$1.16B +$117M +1,401,695 +11%
TWIM
3
TIAA Wealth Investment Management
New York
$795M +$14.3M +170,334 +2%
Goldman Sachs
4
Goldman Sachs
New York
$520M +$275M +3,286,797 +108%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$438M +$54.2M +647,545 +14%
TCIIS
6
TIAA-CREF Individual & Institutional Services
New York
$371M +$13.1M +157,008 +4%
BlackRock
7
BlackRock
New York
$319M +$7.79M +92,971 +2%
Creative Planning
8
Creative Planning
Kansas
$313M -$10.5M -125,694 -3%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$305M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$246M -$15.6M -186,696 -6%
Morgan Stanley
11
Morgan Stanley
New York
$187M -$18.3M -218,914 -9%
Bank of America
12
Bank of America
North Carolina
$161M -$41.3M -493,596 -20%
Jane Street
13
Jane Street
New York
$126M +$129M +1,534,940 New
CCWM
14
Cassaday & Co Wealth Management
Virginia
$112M +$8.65M +103,258 +8%
Northern Trust
15
Northern Trust
Illinois
$107M +$214K +2,555 +0.2%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$105M -$839K -10,019 -0.8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$97.8M +$4.86M +58,021 +5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$88.1M -$34.2M -408,229 -28%
UBS Group
19
UBS Group
Switzerland
$79.3M -$951K -11,351 -1%
LPL Financial
20
LPL Financial
California
$77.4M +$7.7M +91,892 +11%
WSFS
21
Wilmington Savings Fund Society
Delaware
$72.3M +$1.5M +17,897 +2%
MWM
22
Modera Wealth Management
New Jersey
$72.3M -$1.38M -16,518 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$59.6M +$334K +3,984 +0.6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$59.1M +$15.6M +186,696 +35%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
$50.3M -$1.21M -14,449 -2%

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.