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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
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$472K +$467K +6,935 New
HI
77
Harbour Investments
Wisconsin
$445K -$118K -1,755 -21%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$445K +$165K +2,456 +63%
KIM
79
Kane Investment Management
California
$427K +$13.5K +201 +3%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$404K +$399K +5,930 New
Creative Planning
81
Creative Planning
Kansas
$392K +$404 +6 +0.1%
GS
82
GWN Securities
Florida
$376K -$6.6K -98 -2%
CAG
83
Csenge Advisory Group
Florida
$336K
AQR Capital Management
84
AQR Capital Management
Connecticut
$306K +$302K +4,487 New
JP Morgan Chase
85
JP Morgan Chase
New York
$295K +$147K +2,189 +102%
PFS
86
Prospera Financial Services
Texas
$281K +$278K +4,127 New
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$281K +$278K +4,125 New
FPAS
88
Focus Partners Advisor Solutions
Missouri
$275K +$272K +4,043 New
DADC
89
D.A. Davidson & Co
Montana
$264K -$5.39K -80 -2%
KCFA
90
Key Client Fiduciary Advisors
New Jersey
$254K +$251K +3,725 New
RMC
91
Ring Mountain Capital
California
$223K +$471 +7 +0.2%
GRP
92
Global Retirement Partners
California
$215K +$26.1K +387 +14%
TI
93
Trexquant Investment
Connecticut
$211K +$209K +3,103 New
NA
94
NewEdge Advisors
Louisiana
$167K +$73.6K +1,093 +81%
WWMSC
95
Wagner Wealth Management (South Carolina)
South Carolina
$156K
UBS Group
96
UBS Group
Switzerland
$152K +$67.1K +996 +80%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$126K +$15.8K +235 +15%
CFP
98
Comprehensive Financial Planning
Pennsylvania
$124K +$122K +1,816 New
Wells Fargo
99
Wells Fargo
California
$113K +$28.2K +419 +34%
LFG
100
Larson Financial Group
Missouri
$97.6K -$4.98K -74 -5%