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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
PFS
76
Prospera Financial Services
Texas
$809K +$578K +8,519 +206%
AWM
77
Avior Wealth Management
Nebraska
$750K +$795K +11,718 New
BCG
78
Breakwater Capital Group
New Jersey
$719K +$144K +2,116 +23%
Goldman Sachs
79
Goldman Sachs
New York
$697K -$12M -176,322 -94%
KCFA
80
Key Client Fiduciary Advisors
New Jersey
$679K +$468K +6,895 +185%
GS
81
GWN Securities
Florida
$550K +$209K +3,080 +56%
Citadel Advisors
82
Citadel Advisors
Florida
$511K +$542K +7,994 New
ICP
83
Impact Capital Partners
Colorado
$479K +$508K +7,488 New
MA
84
MKT Advisors
California
$474K
Brown Advisory
85
Brown Advisory
Maryland
$466K +$495K +7,292 New
FWA
86
Flagship Wealth Advisors
Massachusetts
$453K
KWM
87
Kingsview Wealth Management
Oregon
$449K -$29.2K -430 -6%
MC
88
Moors & Cabot
Massachusetts
$412K +$437K +6,442 New
AQR Capital Management
89
AQR Capital Management
Connecticut
$412K +$133K +1,954 +44%
RWM
90
Ritholtz Wealth Management
New York
$407K +$432K +6,366 New
KW
91
Keyvantage Wealth
Pennsylvania
$393K -$193K -2,849 -32%
IWC
92
Integrated Wealth Concepts
Massachusetts
$370K +$392K +5,784 New
Creative Planning
93
Creative Planning
Kansas
$369K
KIM
94
Kane Investment Management
California
$362K -$41.5K -612 -10%
RA
95
RFG Advisory
Alabama
$343K +$364K +5,363 New
DADC
96
D.A. Davidson & Co
Montana
$326K +$83.1K +1,225 +32%
CAG
97
Csenge Advisory Group
Florida
$316K
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$306K +$44.8K +660 +16%
US Bancorp
99
US Bancorp
Minnesota
$298K +$316K +4,664 New
HI
100
Harbour Investments
Wisconsin
$284K -$142K -2,090 -32%