We are live on ! Find out more
GARP

iShares MSCI USA Quality GARP ETF
GARP

76 hedge funds and large institutions have $332M invested in iShares MSCI USA Quality GARP ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

83% more capital invested

Capital invested by funds: $182M → $332M (+$150M)

25% more funds holding

Funds holding: 61 → 76 (+15)

6.72% more ownership

Funds ownership: 58.02% → 64.75% (+6.7%)

Holders
76
Holders Change
+15
Holders Change %
+24.59%
% of All Funds
1%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
25
Increased
31
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MYIA
Mount Yale Investment Advisors
Colorado
+$22.3M
2
LPL Financial
LPL Financial
California
+$20.9M
3
PNC
Park National Corp
Ohio
+$15.4M
4
PS
Planned Solutions
California
+$12.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$1.82M
2
HI
Harbour Investments
Wisconsin
-$1.32M
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 		Change in
Stake
EE
26
EWG Elevate
California
$1.46M -$120K -2,206 -8%
EH
27
Equitable Holdings
New York
$1.46M +$730K +13,412 +125%
TFS
28
Thoroughbred Financial Services
Tennessee
$1.39M +$1.25M +22,948 New
LWM
29
LongView Wealth Management
Georgia
$1.14M +$54 +1 +0%
KAS
30
Kestra Advisory Services
Texas
$1.07M +$134K +2,460 +16%
DAS
31
Dynamic Advisor Solutions
Arizona
$1.06M +$197K +3,617 +26%
DI
32
Disciplined Investments
Oklahoma
$1.01M – – –
LSIA
33
LaSalle St. Investment Advisors
Illinois
$990K +$673K +12,370 +307%
SPC
34
Sigma Planning Corp
Michigan
$912K +$821K +15,097 New
FIA
35
Foundations Investment Advisors
Arizona
$887K -$149K -2,742 -16%
AFG
36
Atomi Financial Group
New York
$878K +$791K +14,543 New
Citadel Advisors
37
Citadel Advisors
Florida
$846K +$763K +14,018 New
CA
38
Calton & Associates
Florida
$795K +$716K +13,164 New
TRCT
39
Tower Research Capital (TRC)
New York
$733K +$41.7K +767 +7%
PS
40
Principal Securities
Iowa
$719K +$648K +11,905 New
SWM
41
Spire Wealth Management
Virginia
$709K +$144K +2,639 +29%
FA
42
Flagstar Advisors
New York
$636K -$188K -3,448 -25%
GVAG
43
Great Valley Advisor Group
Delaware
$604K +$544K +9,997 New
KW
44
Keyvantage Wealth
Pennsylvania
$580K -$435 -8 -0.1%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$570K -$49.8K -915 -9%
GSWM
46
Golden State Wealth Management
California
$550K +$24.2K +445 +5%
KWM
47
Kingsview Wealth Management
Oregon
$534K -$12.7K -233 -3%
NWM
48
Nova Wealth Management
Florida
$530K +$238K +4,377 +99%
FWA
49
Flagship Wealth Advisors
Massachusetts
$453K – – –
LIM
50
Leavell Investment Management
Alabama
$409K +$369K +6,775 New
1
2
3 4

GARP Hedge Fund Activity: Q2 2025 in Review

76 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q2 2025, worth a combined $332M — up 83% from $182M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GARP positions and 9 closed out — a net gain of 16 holders — while 31 added to existing stakes and 12 trimmed.

The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $22.3M. The largest seller was AssetMark Inc, exiting entirely with an estimated $1.82M sold.

  • 76 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q2 2025, up from 61 in Q1 2025.
  • Funds reported $332M of iShares MSCI USA Quality GARP ETF stock for Q2 2025, up 83% quarter-over-quarter.
  • 25 funds opened new iShares MSCI USA Quality GARP ETF positions in Q2 2025 and 9 closed out, a net change of +16 holders.
  • The largest iShares MSCI USA Quality GARP ETF buyer in Q2 2025 was Mount Yale Investment Advisors, an estimated $22.3M added.
  • The largest iShares MSCI USA Quality GARP ETF seller in Q2 2025 was AssetMark Inc, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2025.