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GARP

iShares MSCI USA Quality GARP ETF

94 hedge funds and large institutions have $467M invested in iShares MSCI USA Quality GARP ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $332M → $467M (+$135M)

24% more funds holding

Funds holding: 7694 (+18)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.11% more ownership

Funds ownership: 64.75%65.85% (+1.1%)

Holders
94
Holders Change
+18
Holders Change %
+23.68%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
25
Increased
40
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$140K +$134K +2,138 New
ASN
77
Advisory Services Network
Georgia
$139K +$133K +2,124 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$106K +$101K +1,614 New
LFG
79
Larson Financial Group
Missouri
$99K -$326K -5,215 -78%
NA
80
NewEdge Advisors
Louisiana
$88.8K -$37K -593 -30%
Wells Fargo
81
Wells Fargo
California
$81.8K
UBS Group
82
UBS Group
Switzerland
$81.5K +$77.6K +1,242 New
BWL
83
Bogart Wealth LLC
Virginia
$78.8K
TRCT
84
Tower Research Capital (TRC)
New York
$67K -$695K -11,127 -92%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$41K
RFP
86
Root Financial Partners
California
$40K +$38K +609 New
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$22.8K -$1.44K -23 -6%
TCM
88
TD Capital Management
Tennessee
$22.3K
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$10.4K
GWSG
90
GPS Wealth Strategies Group
Colorado
$4.59K +$4.37K +70 New
NFSG
91
Newbridge Financial Services Group
Florida
$1.18K
CWP
92
Concord Wealth Partners
Virginia
$1.13K
RF
93
Rossby Financial
Florida
$793
Morgan Stanley
94
Morgan Stanley
New York
$74
MYIA
95
Mount Yale Investment Advisors
Colorado
-$24.7M -409,425 Closed
WA
96
Win Advisors
Florida
-$2.63M -43,489 Closed
AFG
97
Atomi Financial Group
New York
-$878K -14,543 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$846K -14,018 Closed
FA
99
Flagstar Advisors
New York
-$636K -10,539 Closed
AWM
100
Atticus Wealth Management
Florida
-$35.1K -582 Closed

GARP Hedge Fund Activity: Q3 2025 in Review

94 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q3 2025, worth a combined $467M — up 41% from $332M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GARP positions and 7 closed out — a net gain of 18 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.8M. The largest seller was Mount Yale Investment Advisors, exiting entirely with an estimated $24.7M sold.

  • 94 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q3 2025, up from 76 in Q2 2025.
  • Funds reported $467M of iShares MSCI USA Quality GARP ETF stock for Q3 2025, up 41% quarter-over-quarter.
  • 25 funds opened new iShares MSCI USA Quality GARP ETF positions in Q3 2025 and 7 closed out, a net change of +18 holders.
  • The largest iShares MSCI USA Quality GARP ETF buyer in Q3 2025 was LPL Financial, an estimated $19.8M added.
  • The largest iShares MSCI USA Quality GARP ETF seller in Q3 2025 was Mount Yale Investment Advisors, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2025.