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GARP

iShares MSCI USA Quality GARP ETF

94 hedge funds and large institutions have $467M invested in iShares MSCI USA Quality GARP ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $332M → $467M (+$135M)

24% more funds holding

Funds holding: 7694 (+18)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.11% more ownership

Funds ownership: 64.75%65.85% (+1.1%)

Holders
94
Holders Change
+18
Holders Change %
+23.68%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
25
Increased
40
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
26
Milestones Private Investment Advisors
New York
$4.11M +$19.1K +306 +0.5%
KPWS
27
Kestra Private Wealth Services
Texas
$3.95M -$154K -2,463 -4%
WWM
28
WJ Wealth Management
Arizona
$3.92M -$2.48M -39,763 -41%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.65M +$977K +15,642 +39%
Truist Financial
30
Truist Financial
North Carolina
$3.22M +$3.07M +49,117 New
IUHSA
31
Itau Unibanco Holding S.A.
Brazil
$3.15M +$1.01M +16,170 New
VIPI
32
Vista Investment Partners II
Indiana
$2.56M +$2.44M +39,052 New
SAM
33
Synergy Asset Management
Washington
$2.49M +$2.36M +37,866 New
SWM
34
Stonebridge Wealth Management
Illinois
$2.28M -$15.2K -244 -0.7%
GVAG
35
Great Valley Advisor Group
Delaware
$1.92M +$1.2M +19,259 +193%
EH
36
Equitable Holdings
New York
$1.75M +$159K +2,539 +11%
EE
37
EWG Elevate
California
$1.54M -$51.3K -822 -3%
CA
38
Calton & Associates
Florida
$1.32M +$435K +6,965 +53%
LWM
39
LongView Wealth Management
Georgia
$1.24M +$62 +1 +0%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.23M -$260K -4,157 -18%
FIA
41
Foundations Investment Advisors
Arizona
$1.23M +$254K +4,068 +28%
DAS
42
Dynamic Advisor Solutions
Arizona
$1.23M +$68.8K +1,101 +6%
KAS
43
Kestra Advisory Services
Texas
$1.19M +$24.4K +390 +2%
LSIA
44
LaSalle St. Investment Advisors
Illinois
$1.19M +$106K +1,701 +10%
LIM
45
Leavell Investment Management
Alabama
$1.1M +$626K +10,029 +148%
DI
46
Disciplined Investments
Oklahoma
$1.1M
AWA
47
Adapt Wealth Advisors
Georgia
$1.02M +$972K +15,558 New
SA
48
Sonoma Allocations
California
$890K +$844K +13,521 New
SWM
49
Spire Wealth Management
Virginia
$759K -$11.7K -187 -2%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$711K +$86.9K +1,391 +15%

GARP Hedge Fund Activity: Q3 2025 in Review

94 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q3 2025, worth a combined $467M — up 41% from $332M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GARP positions and 7 closed out — a net gain of 18 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.8M. The largest seller was Mount Yale Investment Advisors, exiting entirely with an estimated $24.7M sold.

  • 94 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q3 2025, up from 76 in Q2 2025.
  • Funds reported $467M of iShares MSCI USA Quality GARP ETF stock for Q3 2025, up 41% quarter-over-quarter.
  • 25 funds opened new iShares MSCI USA Quality GARP ETF positions in Q3 2025 and 7 closed out, a net change of +18 holders.
  • The largest iShares MSCI USA Quality GARP ETF buyer in Q3 2025 was LPL Financial, an estimated $19.8M added.
  • The largest iShares MSCI USA Quality GARP ETF seller in Q3 2025 was Mount Yale Investment Advisors, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2025.