GARP

iShares MSCI USA Quality GARP ETF
GARP

Overview Fund Activity

60 hedge funds and large institutions have $163M invested in iShares MSCI USA Quality GARP ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+16
Holders Change %
+36.36%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
29
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$16M
2
Bank of America
Bank of America
North Carolina
$8.21M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$17.8M
4
FNWM
Financial Network Wealth Management
Utah
$5.24M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.5M

Top Sellers

1
SAM
Synergy Asset Management
Washington
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$593K
4
KWM
Kingsview Wealth Management
Oregon
$463K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$779K +$58.2K +1,140 +8%
Jane Street
27
Jane Street
New York
$740K +$445K +8,721 +151%
DAS
28
Dynamic Advisor Solutions
Arizona
$715K +$271K +5,319 +61%
FA
29
Flagstar Advisors
New York
$714K +$177K +3,466 +33%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$593K -$1.09M -21,292 -65%
TRCT
31
Tower Research Capital (TRC)
New York
$581K +$581K +11,380 New
EH
32
Equitable Holdings
New York
$548K +$548K +10,751 New
CIBC World Market
33
CIBC World Market
Ontario, Canada
$528K -$2.76K -54 -0.5%
KW
34
Keyvantage Wealth
Pennsylvania
$491K +$459 +9 +0.1%
SWM
35
Spire Wealth Management
Virginia
$465K +$26K +509 +6%
KWM
36
Kingsview Wealth Management
Oregon
$463K -$664K -13,014 -59%
GSWM
37
Golden State Wealth Management
California
$442K +$303K +5,948 +219%
LFG
38
Larson Financial Group
Missouri
$400K +$400K +7,850 New
FWA
39
Flagship Wealth Advisors
Massachusetts
$383K +$383K +7,500 New
GS
40
GWN Securities
Florida
$329K +$329K +6,445 New
Creative Planning
41
Creative Planning
Kansas
$311K +$5.1K +100 +2%
NFG
42
Nations Financial Group
Iowa
$266K +$11.3K +222 +4%
IWC
43
Integrated Wealth Concepts
Massachusetts
$262K +$262K +5,134 New
CWM
44
Congress Wealth Management
Massachusetts
$257K +$257K +5,040 New
NWM
45
Nova Wealth Management
Florida
$225K +$225K +4,405 New
LSIA
46
LaSalle St. Investment Advisors
Illinois
$205K +$4.33K +85 +2%
NA
47
NewEdge Advisors
Louisiana
$90.9K +$29K +569 +47%
SPIA
48
Steward Partners Investment Advisory
New York
$45.9K +$45.9K +900 New
BWL
49
Bogart Wealth LLC
Virginia
$35.7K +$35.7K +700 New
AWM
50
Atticus Wealth Management
Florida
$32.6K +$51 +1 +0.2%
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