GARP

iShares MSCI USA Quality GARP ETF
GARP

Overview Fund Activity

74 hedge funds and large institutions have $305M invested in iShares MSCI USA Quality GARP ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
24
Increased
29
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
Mount Yale Investment Advisors
Colorado
+$24.7M
2
LPL Financial
LPL Financial
California
+$23.2M
3
PNC
Park National Corp
Ohio
+$17.1M
4
PS
Planned Solutions
California
+$13.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$1.82M
2
HI
Harbour Investments
Wisconsin
-$1.46M
3
KIM
Kane Investment Management
California
-$800K
4
Jane Street
Jane Street
New York
-$740K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
26
Thoroughbred Financial Services
Tennessee
$1.39M +$1.39M +22,948 New
LWM
27
LongView Wealth Management
Georgia
$1.14M +$60 +1 +0%
KAS
28
Kestra Advisory Services
Texas
$1.07M +$149K +2,460 +16%
DAS
29
Dynamic Advisor Solutions
Arizona
$1.06M +$218K +3,617 +26%
DI
30
Disciplined Investments
Oklahoma
$1.01M – – –
LSIA
31
LaSalle St. Investment Advisors
Illinois
$990K +$747K +12,370 +307%
SPC
32
Sigma Planning Corp
Michigan
$912K +$912K +15,097 New
FIA
33
Foundations Investment Advisors
Arizona
$887K -$166K -2,742 -16%
AFG
34
Atomi Financial Group
New York
$878K +$878K +14,543 New
Citadel Advisors
35
Citadel Advisors
Florida
$846K +$846K +14,018 New
CA
36
Calton & Associates
Florida
$795K +$795K +13,164 New
TRCT
37
Tower Research Capital (TRC)
New York
$733K +$46.3K +767 +7%
PS
38
Principal Securities
Iowa
$719K +$719K +11,905 New
SWM
39
Spire Wealth Management
Virginia
$709K +$159K +2,639 +29%
FA
40
Flagstar Advisors
New York
$636K -$208K -3,448 -25%
GVAG
41
Great Valley Advisor Group
Delaware
$604K +$604K +9,997 New
KW
42
Keyvantage Wealth
Pennsylvania
$580K -$483 -8 -0.1%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$570K -$55.2K -915 -9%
GSWM
44
Golden State Wealth Management
California
$550K +$26.9K +445 +5%
KWM
45
Kingsview Wealth Management
Oregon
$534K -$14.1K -233 -3%
NWM
46
Nova Wealth Management
Florida
$530K +$264K +4,377 +99%
FWA
47
Flagship Wealth Advisors
Massachusetts
$453K – – –
LIM
48
Leavell Investment Management
Alabama
$409K +$409K +6,775 New
LFG
49
Larson Financial Group
Missouri
$406K -$68K -1,127 -14%
NFG
50
Nations Financial Group
Iowa
$371K +$56.1K +929 +18%
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