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GARP

iShares MSCI USA Quality GARP ETF
GARP

45 hedge funds and large institutions have $143M invested in iShares MSCI USA Quality GARP ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

60% more capital invested

Capital invested by funds: $88.9M → $143M (+$53.7M)

45% more funds holding

Funds holding: 31 → 45 (+14)

3.11% more ownership

Funds ownership: 62.81% → 65.92% (+3.1%)

Holders
45
Holders Change
+14
Holders Change %
+45.16%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
20
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
ARQ Wealth Advisors
Arizona
+$9.47M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.93M
3
VNA
Valley National Advisers
Pennsylvania
+$5.11M
4
LC
Landaas & Company
Wisconsin
+$4.24M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
HCA
Heck Capital Advisors
Wisconsin
-$6.36M
2
Jane Street
Jane Street
New York
-$1.14M
3
AWS
Atria Wealth Solutions
New York
-$214K
4
TRCT
Tower Research Capital (TRC)
New York
-$186K
5
Morgan Stanley
Morgan Stanley
New York
-$71
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$585K +$575K +10,404 New
KW
27
Keyvantage Wealth
Pennsylvania
$541K +$531K +9,611 New
DAS
28
Dynamic Advisor Solutions
Arizona
$489K +$56.4K +1,020 +13%
SWM
29
Spire Wealth Management
Virginia
$484K +$249K +4,509 +110%
WA
30
Win Advisors
Florida
$430K +$423K +7,649 New
Creative Planning
31
Creative Planning
Kansas
$338K – – –
Jane Street
32
Jane Street
New York
$325K -$1.14M -20,619 -78%
NFG
33
Nations Financial Group
Iowa
$281K +$276K +4,997 New
LWM
34
LongView Wealth Management
Georgia
$264K – – –
LSIA
35
LaSalle St. Investment Advisors
Illinois
$221K +$218K +3,943 New
GSWM
36
Golden State Wealth Management
California
$152K +$150K +2,710 New
NA
37
NewEdge Advisors
Louisiana
$68.2K +$4.86K +88 +8%
AWM
38
Atticus Wealth Management
Florida
$35.9K +$35.3K +639 New
GRP
39
Global Retirement Partners
California
$33.8K +$33.2K +600 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$11.8K +$11.6K +210 New
AAG
41
Armstrong Advisory Group
Massachusetts
$10.3K – – –
GJIA
42
Glass Jacobson Investment Advisors
Maryland
$8.94K +$1.38K +25 +19%
EWA
43
EverSource Wealth Advisors
Alabama
$2.81K +$2.76K +50 New
UBS Group
44
UBS Group
Switzerland
$2.81K +$2.76K +50 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2K +$2.38K +43 New
HCA
46
Heck Capital Advisors
Wisconsin
– -$6.36M -119,059 Closed
AWS
47
Atria Wealth Solutions
New York
– -$214K -4,011 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$186K -3,481 Closed
Morgan Stanley
49
Morgan Stanley
New York
– -$71 -1 Closed
1
2

GARP Hedge Fund Activity: Q4 2024 in Review

45 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q4 2024, worth a combined $143M — up 60% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GARP positions and 4 closed out — a net gain of 16 holders — while 20 added to existing stakes and 1 trimmed.

The largest buyer was ARQ Wealth Advisors, opening a new position worth an estimated $9.47M. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $6.36M sold.

  • 45 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $143M of iShares MSCI USA Quality GARP ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 20 funds opened new iShares MSCI USA Quality GARP ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest iShares MSCI USA Quality GARP ETF buyer in Q4 2024 was ARQ Wealth Advisors, an estimated $9.47M added.
  • The largest iShares MSCI USA Quality GARP ETF seller in Q4 2024 was Heck Capital Advisors, an estimated $6.36M sold.

Based on aggregated 13F filings for Q4 2024.