GARP

iShares MSCI USA Quality GARP ETF

75 hedge funds and large institutions have $309M invested in iShares MSCI USA Quality GARP ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$371K
HI
52
Harbour Investments
Wisconsin
$369K
Creative Planning
53
Creative Planning
Kansas
$362K
LCG
54
Lakeshore Capital Group
Illinois
$359K
GS
55
GWN Securities
Florida
$339K
SCM
56
Saxony Capital Management
Missouri
$307K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$235K
DADC
58
D.A. Davidson & Co
Montana
$216K
SPIA
59
Steward Partners Investment Advisory
New York
$181K
WWM
60
Wagner Wealth Management
South Carolina
$138K
GRP
61
Global Retirement Partners
California
$138K
NA
62
NewEdge Advisors
Louisiana
$118K
Wells Fargo
63
Wells Fargo
California
$75.2K
BWL
64
Bogart Wealth LLC
Virginia
$72.5K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$38K
AWM
66
Atticus Wealth Management
Florida
$35.1K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$22.3K
TCM
68
TD Capital Management
Tennessee
$20.5K
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$9.6K
NFSG
70
Newbridge Financial Services Group
Florida
$1.09K
CWP
71
Concord Wealth Partners
Virginia
$1.04K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1K
RF
73
Rossby Financial
Florida
$725
AF
74
Allworth Financial
California
$182
Morgan Stanley
75
Morgan Stanley
New York
$96