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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
BWL
101
Bogart Wealth LLC
Virginia
$81.7K
HNW
102
High Note Wealth
Minnesota
$76.7K +$75.8K +1,126 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$66.2K +$42.1K +626 +180%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$45K +$2.63K +39 +6%
AssetMark Inc
105
AssetMark Inc
California
$42.1K +$41.6K +618 New
SG
106
Sankala Group
Colorado
$38.1K +$37.8K +561 New
SPIA
107
Steward Partners Investment Advisory
New York
$34K -$642K -9,530 -95%
AF
108
Allworth Financial
California
$33.2K +$32.9K +488 New
TCM
109
TD Capital Management
Tennessee
$23.2K
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$16K -$522K -7,757 -97%
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$10.8K
Comerica Bank
112
Comerica Bank
Texas
$7.42K +$7.34K +109 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$5.31K +$5.25K +78 New
FFA
114
Farther Finance Advisors
California
$5.11K +$5.05K +75 New
TC
115
Trust Company
Kansas
$3.47K +$3.43K +51 New
ACA
116
Aptus Capital Advisors
Alabama
$3K +$2.96K +44 New
AW
117
Avion Wealth
Texas
$2K +$2.29K +34 New
NFSG
118
Newbridge Financial Services Group
Florida
$1.23K
CWP
119
Concord Wealth Partners
Virginia
$1.17K
JFA
120
JNBA Financial Advisors
Minnesota
$1.09K +$1.08K +16 New
RF
121
Rossby Financial
Florida
$817
MCA
122
McGuire Capital Advisors
Oklahoma
$681 +$673 +10 New
VIPI
123
Vista Investment Partners II
Indiana
-$2.56M -39,052 Closed
SAM
124
Synergy Asset Management
Washington
-$2.49M -37,866 Closed
IUHSA
125
Itau Unibanco Holding S.A.
Brazil
-$3.15M -16,170 Closed