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GARP

iShares MSCI USA Quality GARP ETF
GARP

61 hedge funds and large institutions have $182M invested in iShares MSCI USA Quality GARP ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

36% more funds holding

Funds holding: 45 → 61 (+16)

28% more capital invested

Capital invested by funds: $143M → $182M (+$39.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7.9% less ownership

Funds ownership: 65.92% → 58.02% (-7.9%)

Holders
61
Holders Change
+16
Holders Change %
+35.56%
% 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
30
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.83M
2
Bank of America
Bank of America
North Carolina
+$9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.45M
4
FNWM
Financial Network Wealth Management
Utah
+$5.74M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.58M

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$5.62M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.28M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
4
KWM
Kingsview Wealth Management
Oregon
-$728K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
26
Kane Investment Management
California
$800K +$67.5K +1,207 +8%
KAS
27
Kestra Advisory Services
Texas
$779K +$63.7K +1,140 +8%
Jane Street
28
Jane Street
New York
$740K +$488K +8,721 +151%
DAS
29
Dynamic Advisor Solutions
Arizona
$715K +$297K +5,319 +61%
FA
30
Flagstar Advisors
New York
$714K +$194K +3,466 +33%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$593K -$1.19M -21,292 -65%
TRCT
32
Tower Research Capital (TRC)
New York
$581K +$636K +11,380 New
EH
33
Equitable Holdings
New York
$548K +$601K +10,751 New
CIBC World Market
34
CIBC World Market
Ontario, Canada
$528K -$3.02K -54 -0.5%
KW
35
Keyvantage Wealth
Pennsylvania
$491K +$503 +9 +0.1%
SWM
36
Spire Wealth Management
Virginia
$465K +$28.5K +509 +6%
KWM
37
Kingsview Wealth Management
Oregon
$463K -$728K -13,014 -59%
GSWM
38
Golden State Wealth Management
California
$442K +$333K +5,948 +219%
LFG
39
Larson Financial Group
Missouri
$400K +$439K +7,850 New
FWA
40
Flagship Wealth Advisors
Massachusetts
$383K +$419K +7,500 New
GS
41
GWN Securities
Florida
$329K +$360K +6,445 New
Creative Planning
42
Creative Planning
Kansas
$311K +$5.59K +100 +2%
NFG
43
Nations Financial Group
Iowa
$266K +$12.4K +222 +4%
IWC
44
Integrated Wealth Concepts
Massachusetts
$262K +$287K +5,134 New
CWM
45
Congress Wealth Management
Massachusetts
$257K +$282K +5,040 New
NWM
46
Nova Wealth Management
Florida
$225K +$246K +4,405 New
LSIA
47
LaSalle St. Investment Advisors
Illinois
$205K +$4.75K +85 +2%
NA
48
NewEdge Advisors
Louisiana
$90.9K +$31.8K +569 +47%
SPIA
49
Steward Partners Investment Advisory
New York
$45.9K +$50.3K +900 New
BWL
50
Bogart Wealth LLC
Virginia
$35.7K +$39.1K +700 New
1
2
3

GARP Hedge Fund Activity: Q1 2025 in Review

61 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q1 2025, worth a combined $182M — up 28% from $143M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GARP positions and 5 closed out — a net gain of 18 holders — while 30 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.83M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.62M sold.

  • 61 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q1 2025, up from 45 in Q4 2024.
  • Funds reported $182M of iShares MSCI USA Quality GARP ETF stock for Q1 2025, up 28% quarter-over-quarter.
  • 23 funds opened new iShares MSCI USA Quality GARP ETF positions in Q1 2025 and 5 closed out, a net change of +18 holders.
  • The largest iShares MSCI USA Quality GARP ETF buyer in Q1 2025 was LPL Financial, an estimated $9.83M added.
  • The largest iShares MSCI USA Quality GARP ETF seller in Q1 2025 was Synergy Asset Management, an estimated $5.62M sold.

Based on aggregated 13F filings for Q1 2025.