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GARP

iShares MSCI USA Quality GARP ETF
GARP

76 hedge funds and large institutions have $332M invested in iShares MSCI USA Quality GARP ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

83% more capital invested

Capital invested by funds: $182M → $332M (+$150M)

25% more funds holding

Funds holding: 61 → 76 (+15)

6.72% more ownership

Funds ownership: 58.02% → 64.75% (+6.7%)

Holders
76
Holders Change
+15
Holders Change %
+24.59%
% of All Funds
1%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
25
Increased
31
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MYIA
Mount Yale Investment Advisors
Colorado
+$22.3M
2
LPL Financial
LPL Financial
California
+$20.9M
3
PNC
Park National Corp
Ohio
+$15.4M
4
PS
Planned Solutions
California
+$12.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$1.82M
2
HI
Harbour Investments
Wisconsin
-$1.32M
3
KIM
Kane Investment Management
California
-$800K
4
Jane Street
Jane Street
New York
-$740K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
51
Larson Financial Group
Missouri
$406K -$61.3K -1,127 -14%
NFG
52
Nations Financial Group
Iowa
$371K +$50.5K +929 +18%
HI
53
Harbour Investments
Wisconsin
$369K -$1.32M -24,204 -80%
Creative Planning
54
Creative Planning
Kansas
$362K -$5.44K -100 -2%
LCG
55
Lakeshore Capital Group
Illinois
$359K +$324K +5,951 New
GS
56
GWN Securities
Florida
$339K -$45.4K -835 -13%
SCM
57
Saxony Capital Management
Missouri
$307K +$276K +5,077 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$235K +$210K +3,858 New
DADC
59
D.A. Davidson & Co
Montana
$216K +$195K +3,585 New
SPIA
60
Steward Partners Investment Advisory
New York
$181K +$114K +2,091 +232%
WWMSC
61
Wagner Wealth Management (South Carolina)
South Carolina
$138K +$124K +2,288 New
GRP
62
Global Retirement Partners
California
$138K +$124K +2,285 New
NA
63
NewEdge Advisors
Louisiana
$118K +$8.92K +164 +9%
Wells Fargo
64
Wells Fargo
California
$75.2K +$67.8K +1,246 New
BWL
65
Bogart Wealth LLC
Virginia
$72.5K +$27.2K +500 +71%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
AWM
67
Atticus Wealth Management
Florida
$35.1K -$3.16K -58 -9%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$22.3K +$598 +11 +3%
TCM
69
TD Capital Management
Tennessee
$20.5K +$54 +1 +0.3%
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$9.6K – – –
NFSG
71
Newbridge Financial Services Group
Florida
$1.09K +$979 +18 New
CWP
72
Concord Wealth Partners
Virginia
$1.04K – – –
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1K – – –
RF
74
Rossby Financial
Florida
$725 – – –
AF
75
Allworth Financial
California
$182 +$163 +3 New
1 2
3
4

GARP Hedge Fund Activity: Q2 2025 in Review

76 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q2 2025, worth a combined $332M — up 83% from $182M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GARP positions and 9 closed out — a net gain of 16 holders — while 31 added to existing stakes and 12 trimmed.

The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $22.3M. The largest seller was AssetMark Inc, exiting entirely with an estimated $1.82M sold.

  • 76 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q2 2025, up from 61 in Q1 2025.
  • Funds reported $332M of iShares MSCI USA Quality GARP ETF stock for Q2 2025, up 83% quarter-over-quarter.
  • 25 funds opened new iShares MSCI USA Quality GARP ETF positions in Q2 2025 and 9 closed out, a net change of +16 holders.
  • The largest iShares MSCI USA Quality GARP ETF buyer in Q2 2025 was Mount Yale Investment Advisors, an estimated $22.3M added.
  • The largest iShares MSCI USA Quality GARP ETF seller in Q2 2025 was AssetMark Inc, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2025.