GARP

iShares MSCI USA Quality GARP ETF
GARP

Overview Fund Activity

74 hedge funds and large institutions have $305M invested in iShares MSCI USA Quality GARP ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
24
Increased
29
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$24.7M
2
LPL Financial
2
LPL Financial
California
$42.2M
3
PNC
3
Park National Corp
Ohio
$17.1M
4
PS
4
Planned Solutions
California
$13.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
HI
2
Harbour Investments
Wisconsin
$369K
3
KIM
3
Kane Investment Management
California
$0
4
Jane Street
4
Jane Street
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$42.2M 698,785 +384,514 +122%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$27.9M 461,526 +113,500 +33%
LC
3
Landaas & Company
Wisconsin
$25.6M 424,178 +15,080 +4%
MYIA
4
Mount Yale Investment Advisors
Colorado
$24.7M 409,425 +409,425 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.6M 407,668 +142,403 +54%
PNC
6
Park National Corp
Ohio
$17.1M 282,623 +282,623 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.3M 270,069 +74,847 +38%
PS
8
Planned Solutions
California
$13.7M 226,228 +226,228 New
VNA
9
Valley National Advisers
Pennsylvania
$12.6M 209,248 +30,798 +17%
AWA
10
ARQ Wealth Advisors
Arizona
$10.7M 209,457 – –
Bank of America
11
Bank of America
North Carolina
$10.6M 175,568 +14,646 +9%
HighTower Advisors
12
HighTower Advisors
Illinois
$9.74M 161,312 -6,592 -4%
DOA
13
D'Orazio & Associates
Virginia
$7.39M 122,431 +72,721 +146%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.11M 126,462 -8,330 -6%
WWM
15
WJ Wealth Management
Arizona
$5.84M 96,682 +922 +1%
Raymond James Financial
16
Raymond James Financial
Florida
$5.36M 88,764 +27,562 +45%
KPWS
17
Kestra Private Wealth Services
Texas
$3.79M 62,689 +8,904 +17%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.23M 53,576 +8,153 +18%
Goldman Sachs
19
Goldman Sachs
New York
$3.03M 50,138 +34,402 +219%
WA
20
Win Advisors
Florida
$2.63M 43,489 +43,489 New
MML Investors Services
21
MML Investors Services
Massachusetts
$2.42M 40,004 +6,230 +18%
SWM
22
Stonebridge Wealth Management
Illinois
$2.11M 34,907 +34,907 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.6M 26,561 +26,561 New
EE
24
EWG Elevate
California
$1.46M 24,248 -2,206 -8%
EH
25
Equitable Holdings
New York
$1.46M 24,163 +13,412 +125%
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