GARP

iShares MSCI USA Quality GARP ETF

75 hedge funds and large institutions have $309M invested in iShares MSCI USA Quality GARP ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$1.46M
TFS
27
Thoroughbred Financial Services
Tennessee
$1.39M
LWM
28
LongView Wealth Management
Georgia
$1.14M
KAS
29
Kestra Advisory Services
Texas
$1.07M
DAS
30
Dynamic Advisor Solutions
Arizona
$1.06M
DI
31
Disciplined Investments
Oklahoma
$1.01M
LSIA
32
LaSalle St. Investment Advisors
Illinois
$990K
SPC
33
Sigma Planning Corp
Michigan
$912K
FIA
34
Foundations Investment Advisors
Arizona
$887K
AFG
35
Atomi Financial Group
New York
$878K
Citadel Advisors
36
Citadel Advisors
Florida
$846K
CA
37
Calton & Associates
Florida
$795K
TRCT
38
Tower Research Capital (TRC)
New York
$733K
PS
39
Principal Securities
Iowa
$719K
SWM
40
Spire Wealth Management
Virginia
$709K
FA
41
Flagstar Advisors
New York
$636K
GVAG
42
Great Valley Advisor Group
Delaware
$604K
KW
43
Keyvantage Wealth
Pennsylvania
$580K
CIBC World Market
44
CIBC World Market
Ontario, Canada
$570K
GSWM
45
Golden State Wealth Management
California
$550K
KWM
46
Kingsview Wealth Management
Oregon
$534K
NWM
47
Nova Wealth Management
Florida
$530K
FWA
48
Flagship Wealth Advisors
Massachusetts
$453K
LIM
49
Leavell Investment Management
Alabama
$409K
LFG
50
Larson Financial Group
Missouri
$406K