We are live on ! Find out more
GARP

iShares MSCI USA Quality GARP ETF

122 hedge funds and large institutions have $660M invested in iShares MSCI USA Quality GARP ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $467M → $660M (+$193M)

30% more funds holding

Funds holding: 94122 (+28)

1.18% more ownership

Funds ownership: 65.85%67.03% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
122
Holders Change
+28
Holders Change %
+29.79%
% of All Funds
1.48%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
55
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
26
Lakeshore Capital Group
Illinois
$7.17M +$245K +3,634 +4%
PS
27
Principal Securities
Iowa
$6.77M +$963K +14,302 +17%
CA
28
CGN Advisors
Kansas
$5.92M +$1.13M +16,752 +24%
KGP
29
Keystone Global Partners
Colorado
$5.84M +$5.78M +85,805 New
First Trust Advisors
30
First Trust Advisors
Illinois
$5.27M +$89.6K +1,331 +2%
MSWA
31
Marshall & Sterling Wealth Advisors
New York
$4.59M +$63K +935 +1%
KPWS
32
Kestra Private Wealth Services
Texas
$4.25M +$146K +2,166 +4%
GHA
33
GW Henssler & Associates
Georgia
$4.09M +$4.04M +60,038 New
OC
34
Optima Capital
Oregon
$4.01M +$3.97M +58,935 New
MPIA
35
Milestones Private Investment Advisors
New York
$3.95M -$311K -4,619 -7%
WWM
36
WJ Wealth Management
Arizona
$3.83M -$44.2K -656 -1%
MFG
37
Merit Financial Group
Georgia
$3.79M +$3.75M +55,718 New
Truist Financial
38
Truist Financial
North Carolina
$3.47M +$124K +1,841 +4%
WA
39
Win Advisors
Florida
$3.29M +$3.25M +48,301 New
GCG
40
Gilbert Capital Group
Maine
$2.77M +$2.74M +40,666 New
EH
41
Equitable Holdings
New York
$2.69M +$858K +12,750 +48%
KAS
42
Kestra Advisory Services
Texas
$2.47M +$1.22M +18,179 +100%
CAC
43
Certified Advisory Corp
Florida
$2.43M +$2.41M +35,745 New
SWM
44
Stonebridge Wealth Management
Illinois
$2.04M -$321K -4,774 -14%
CA
45
Calton & Associates
Florida
$1.89M +$513K +7,618 +38%
HP
46
Holistic Planning
Texas
$1.72M +$1.7M +25,203 New
LWM
47
LongView Wealth Management
Georgia
$1.67M +$326K +4,840 +26%
CWM
48
Cedar Wealth Management
California
$1.66M +$983K +14,603 +149%
LSIA
49
LaSalle St. Investment Advisors
Illinois
$1.49M +$255K +3,793 +21%
LIM
50
Leavell Investment Management
Alabama
$1.41M +$261K +3,873 +23%