GARP

iShares MSCI USA Quality GARP ETF
GARP

Overview Fund Activity

44 hedge funds and large institutions have $122M invested in iShares MSCI USA Quality GARP ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% 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
19
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
ARQ Wealth Advisors
Arizona
$9.64M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.31M
3
VNA
3
Valley National Advisers
Pennsylvania
$9.19M
4
LC
4
Landaas & Company
Wisconsin
$20.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.04M

Top Sellers

1
HCA
1
Heck Capital Advisors
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$325K
3
AWS
3
Atria Wealth Solutions
New York
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
26
Keyvantage Wealth
Pennsylvania
$541K +$541K +9,611 New
DAS
27
Dynamic Advisor Solutions
Arizona
$489K +$57.4K +1,020 +13%
SWM
28
Spire Wealth Management
Virginia
$484K +$254K +4,509 +110%
WA
29
Win Advisors
Florida
$430K +$430K +7,649 New
Creative Planning
30
Creative Planning
Kansas
$338K – – –
Jane Street
31
Jane Street
New York
$325K -$1.16M -20,619 -78%
NFG
32
Nations Financial Group
Iowa
$281K +$281K +4,997 New
LWM
33
LongView Wealth Management
Georgia
$264K – – –
LSIA
34
LaSalle St. Investment Advisors
Illinois
$221K +$221K +3,943 New
GSWM
35
Golden State Wealth Management
California
$152K +$152K +2,710 New
NA
36
NewEdge Advisors
Louisiana
$68.2K +$4.95K +88 +8%
AWM
37
Atticus Wealth Management
Florida
$35.9K +$35.9K +639 New
GRP
38
Global Retirement Partners
California
$33.8K +$33.8K +600 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$11.8K +$11.8K +210 New
AAG
40
Armstrong Advisory Group
Massachusetts
$10.3K – – –
GJIA
41
Glass Jacobson Investment Advisors
Maryland
$8.94K +$1.41K +25 +19%
UBS Group
42
UBS Group
Switzerland
$2.81K +$2.81K +50 New
EWA
43
EverSource Wealth Advisors
Alabama
$2.81K +$2.81K +50 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2K +$2K +43 New
HCA
45
Heck Capital Advisors
Wisconsin
– -$6.36M -119,059 Closed
AWS
46
Atria Wealth Solutions
New York
– -$214K -4,011 Closed
TRCT
47
Tower Research Capital (TRC)
New York
– -$186K -3,481 Closed
Morgan Stanley
48
Morgan Stanley
New York
– -$71 -1 Closed
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