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 8 closing their positions.

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
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
1
Mount Yale Investment Advisors
Colorado
$24.7M
2
LPL Financial
2
LPL Financial
California
$42.2M
3
PNC
3
Park National Corp
Ohio
$17.1M
4
PS
4
Planned Solutions
California
$13.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
HI
2
Harbour Investments
Wisconsin
$369K
3
KIM
3
Kane Investment Management
California
$0
4
Jane Street
4
Jane Street
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.11M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$369K 6,105 -24,204 -80%
Creative Planning
52
Creative Planning
Kansas
$362K 6,000 -100 -2%
LCG
53
Lakeshore Capital Group
Illinois
$359K 5,951 +5,951 New
GS
54
GWN Securities
Florida
$339K 5,610 -835 -13%
SCM
55
Saxony Capital Management
Missouri
$307K 5,077 +5,077 New
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$235K 3,858 +3,858 New
DADC
57
D.A. Davidson & Co
Montana
$216K 3,585 +3,585 New
SPIA
58
Steward Partners Investment Advisory
New York
$181K 2,991 +2,091 +232%
WWM
59
Wagner Wealth Management
South Carolina
$138K 2,288 +2,288 New
GRP
60
Global Retirement Partners
California
$138K 2,285 +2,285 New
NA
61
NewEdge Advisors
Louisiana
$118K 1,946 +164 +9%
Wells Fargo
62
Wells Fargo
California
$75.2K 1,246 +1,246 New
BWL
63
Bogart Wealth LLC
Virginia
$72.5K 1,200 +500 +71%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$38K 622 – –
AWM
65
Atticus Wealth Management
Florida
$35.1K 582 -58 -9%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$22.3K 370 +11 +3%
TCM
67
TD Capital Management
Tennessee
$20.5K 340 +1 +0.3%
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$9.6K 159 – –
NFSG
69
Newbridge Financial Services Group
Florida
$1.09K 18 +18 New
CWP
70
Concord Wealth Partners
Virginia
$1.04K 17 – –
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1K 15 – –
RF
72
Rossby Financial
Florida
$725 12 – –
AF
73
Allworth Financial
California
$182 3 +3 New
Morgan Stanley
74
Morgan Stanley
New York
$96 1 +1 New
AssetMark Inc
75
AssetMark Inc
California
– – -35,771 Closed
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3
4