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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
NFG
51
Nations Financial Group
Iowa
$1.39M +$736K +10,925 +116%
TFS
52
Thoroughbred Financial Services
Tennessee
$1.35M +$71.2K +1,058 +6%
FIA
53
Foundations Investment Advisors
Arizona
$1.33M +$56.2K +835 +4%
AWA
54
Adapt Wealth Advisors
Georgia
$1.29M +$229K +3,401 +22%
DAS
55
Dynamic Advisor Solutions
Arizona
$1.28M +$1.89K +28 +0.1%
SA
56
Sonoma Allocations
California
$1.14M +$190K +2,828 +21%
DI
57
Disciplined Investments
Oklahoma
$1.14M
KFAS
58
Keating Financial Advisory Services
Kansas
$974K +$963K +14,303 New
SCM
59
Saxony Capital Management
Missouri
$862K +$428K +6,356 +101%
Corient Private Wealth
60
Corient Private Wealth
Florida
$817K +$808K +12,000 New
SWM
61
Spire Wealth Management
Virginia
$805K +$17K +253 +2%
GSWM
62
Golden State Wealth Management
California
$753K +$64.1K +952 +9%
SWA
63
Stratos Wealth Advisors
Ohio
$707K +$699K +10,378 New
CIBC World Market
64
CIBC World Market
Ontario, Canada
$699K -$37.4K -556 -5%
BCG
65
Breakwater Capital Group
New Jersey
$621K +$614K +9,122 New
KW
66
Keyvantage Wealth
Pennsylvania
$613K -$41.2K -612 -6%
AIM
67
Archer Investment Management
Texas
$597K +$590K +8,767 New
FTUS
68
Flow Traders U.S.
New York
$550K +$543K +8,072 New
TSS
69
Two Sigma Securities
New York
$536K +$530K +7,875 New
NWM
70
Nova Wealth Management
Florida
$529K -$37K -549 -7%
FWA
71
Flagship Wealth Advisors
Massachusetts
$511K
KWM
72
Kingsview Wealth Management
Oregon
$507K -$25K -372 -5%
FIS
73
Fischer Investment Strategies
California
$506K +$500K +7,425 New
MA
74
MKT Advisors
California
$501K +$488K +7,243 New
AFG
75
Atomi Financial Group
New York
$473K +$467K +6,940 New