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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
Jane Street
101
Jane Street
New York
$262K +$278K +4,099 New
BCM
102
Brookstone Capital Management
Illinois
$252K +$267K +3,934 New
Boston Partners
103
Boston Partners
Massachusetts
$250K +$265K +3,905 New
SB
104
Sunflower Bank
Texas
$237K +$251K +3,707 New
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$227K +$240K +3,543 New
SWM
106
SHP Wealth Management
Massachusetts
$216K +$229K +3,381 New
SWP
107
Stratos Wealth Partners
Ohio
$208K +$221K +3,253 New
FWP
108
Forefront Wealth Partners
Texas
$204K +$216K +3,187 New
ASN
109
Advisory Services Network
Georgia
$182K +$193K +2,842 New
NA
110
NewEdge Advisors
Louisiana
$168K +$11.7K +173 +7%
WWMSC
111
Wagner Wealth Management (South Carolina)
South Carolina
$146K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$142K +$25.5K +376 +20%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$132K +$135K +1,992 +2,554%
CFP
114
Comprehensive Financial Planning
Pennsylvania
$116K +$68 +1 +0.1%
LFG
115
Larson Financial Group
Missouri
$91.6K -$136 -2 -0.1%
BWL
116
Bogart Wealth LLC
Virginia
$76.8K
HNW
117
High Note Wealth
Minnesota
$72K
SG
118
Sankala Group
Colorado
$69.2K +$36.4K +537 +96%
NECFA
119
New England Capital Financial Advisors
Connecticut
$65.2K +$69.2K +1,020 New
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$55.7K +$59.1K +871 New
JP Morgan Chase
121
JP Morgan Chase
New York
$55.7K -$232K -3,423 -79%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$42.3K
AF
123
Allworth Financial
California
$31.2K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$26.2K -$38.3K -564 -58%
JFA
125
JNBA Financial Advisors
Minnesota
$23.4K +$23.7K +350 +2,188%