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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
FCT
51
First Community Trust
Iowa
$2.33M +$2.47M +36,380 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.17M +$2.28M +33,596 +13,940%
CWM
53
Cedar Wealth Management
California
$2.04M +$510K +7,521 +31%
SWM
54
Stonebridge Wealth Management
Illinois
$1.93M +$14.8K +218 +0.7%
CA
55
Calton & Associates
Florida
$1.88M +$111K +1,631 +6%
TFS
56
Thoroughbred Financial Services
Tennessee
$1.58M +$332K +4,900 +25%
LWM
57
LongView Wealth Management
Georgia
$1.57M -$101K -1,488 -6%
SA
58
Sonoma Allocations
California
$1.5M +$450K +6,632 +41%
NFG
59
Nations Financial Group
Iowa
$1.49M +$202K +2,981 +15%
GWM
60
Geneos Wealth Management
Colorado
$1.47M +$1.55M +22,914 New
LSIA
61
LaSalle St. Investment Advisors
Illinois
$1.43M +$32.5K +479 +2%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.43M +$239K +3,519 +19%
AWA
63
Adapt Wealth Advisors
Georgia
$1.32M +$109K +1,608 +8%
SWM
64
Spire Wealth Management
Virginia
$1.19M +$460K +6,783 +57%
HBFP
65
Henderson Brothers Financial Partners
Pennsylvania
$1.11M +$1.18M +17,390 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.11M +$777K +11,455 +193%
SCM
67
Saxony Capital Management
Missouri
$1.08M +$283K +4,178 +33%
DI
68
Disciplined Investments
Oklahoma
$1.07M
RF
69
Rossby Financial
Florida
$1.07M +$1.12M +16,508 +137,567%
SFC
70
Strategic Financial Concepts
Texas
$1.05M +$973K +14,341 New
WETS
71
Wealth Enhancement Trust Services
South Dakota
$983K +$1.04M +15,366 New
CIBC World Market
72
CIBC World Market
Ontario, Canada
$925K +$284K +4,183 +41%
NWM
73
Nova Wealth Management
Florida
$904K +$431K +6,354 +82%
FIA
74
Foundations Investment Advisors
Arizona
$892K -$383K -5,649 -29%
GSWM
75
Golden State Wealth Management
California
$848K +$149K +2,203 +20%