We are live on ! Find out more
GARP

iShares MSCI USA Quality GARP ETF

139 hedge funds and large institutions have $907M invested in iShares MSCI USA Quality GARP ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 16

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $660M → $907M (+$248M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

14% more funds holding

Funds holding: 122139 (+17)

0.26% more ownership

Funds ownership: 67.03%67.3% (+0.26%)

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
1.71%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
35
Increased
73
Reduced
16
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
26
D'Orazio & Associates
Virginia
$10.2M +$447K +6,583 +4%
FNWM
27
Financial Network Wealth Management
Utah
$9.67M +$236K +3,478 +2%
CAC
28
Certified Advisory Corp
Florida
$8.54M +$6.63M +97,694 +273%
SPC
29
Sigma Planning Corp
Michigan
$8.26M +$8.76M +129,075 New
CA
30
CGN Advisors
Kansas
$7.12M +$1.66M +24,437 +28%
LCG
31
Lakeshore Capital Group
Illinois
$6.96M +$235K +3,471 +3%
PS
32
Principal Securities
Iowa
$6.59M +$238K +3,513 +4%
GHA
33
GW Henssler & Associates
Georgia
$6.37M +$2.68M +39,497 +66%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$5.25M +$5.06M +74,525 +1,176%
First Trust Advisors
35
First Trust Advisors
Illinois
$4.85M -$111K -1,635 -2%
MSWA
36
Marshall & Sterling Wealth Advisors
New York
$4.45M +$139K +2,049 +3%
SWA
37
Stratos Wealth Advisors
Ohio
$4.43M +$3.99M +58,799 +567%
KAS
38
Kestra Advisory Services
Texas
$4.06M +$1.84M +27,130 +75%
MFG
39
Merit Financial Group
Georgia
$3.91M +$369K +5,435 +10%
KPWS
40
Kestra Private Wealth Services
Texas
$3.89M -$105K -1,552 -2%
MPIA
41
Milestones Private Investment Advisors
New York
$3.87M +$172K +2,529 +4%
Truist Financial
42
Truist Financial
North Carolina
$3.77M +$541K +7,979 +16%
OC
43
Optima Capital
Oregon
$3.65M -$123K -1,810 -3%
CFD
44
Creative Financial Designs
Indiana
$3.63M +$3.85M +56,717 New
WWM
45
WJ Wealth Management
Arizona
$3.47M -$141K -2,077 -4%
HP
46
Holistic Planning
Texas
$3.27M +$1.76M +25,916 +103%
LIM
47
Leavell Investment Management
Alabama
$2.9M +$1.67M +24,632 +119%
KFAS
48
Keating Financial Advisory Services
Kansas
$2.49M +$1.67M +24,668 +172%
FTUS
49
Flow Traders U.S.
New York
$2.47M +$2.07M +30,470 +377%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.34M +$2.01M +29,631 +427%