GARP

iShares MSCI USA Quality GARP ETF

138 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 36 funds opening new positions, 72 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$252K
Boston Partners
102
Boston Partners
Massachusetts
$250K
SB
103
Sunflower Bank
Texas
$237K
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$227K
SWM
105
SHP Wealth Management
Massachusetts
$216K
SWP
106
Stratos Wealth Partners
Ohio
$208K
FWP
107
Forefront Wealth Partners
Texas
$204K
ASN
108
Advisory Services Network
Georgia
$182K
WWMSC
109
Wagner Wealth Management (South Carolina)
South Carolina
$146K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$142K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$132K
CFP
112
Comprehensive Financial Planning
Pennsylvania
$116K
LFG
113
Larson Financial Group
Missouri
$91.6K
BWL
114
Bogart Wealth LLC
Virginia
$76.8K
HNW
115
High Note Wealth
Minnesota
$72K
SG
116
Sankala Group
Colorado
$69.2K
NECFA
117
New England Capital Financial Advisors
Connecticut
$65.2K
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$55.7K
JP Morgan Chase
119
JP Morgan Chase
New York
$55.7K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$42.3K
AF
121
Allworth Financial
California
$31.2K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$26.2K
JFA
123
JNBA Financial Advisors
Minnesota
$23.4K
FFA
124
Farther Finance Advisors
California
$22.8K
TCM
125
TD Capital Management
Tennessee
$21.8K