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GARP

iShares MSCI USA Quality GARP ETF
GARP

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: 94 → 122 (+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: 7 → 7 (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
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
+$20.2M
2
LPL Financial
LPL Financial
California
+$20.2M
3
Morgan Stanley
Morgan Stanley
New York
+$17.9M
4
Raymond James Financial
Raymond James Financial
Florida
+$17.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M

Top Sellers

1
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$3.15M
2
VIPI
Vista Investment Partners II
Indiana
-$2.56M
3
SAM
Synergy Asset Management
Washington
-$2.49M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.83M
5
Stifel Financial
Stifel Financial
Missouri
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
126
Jane Street
New York
– -$677K -10,311 Closed
WFS
127
WealthGarden F.S.
California
– -$636K -9,487 Closed
IWC
128
Integrated Wealth Concepts
Massachusetts
– -$260K -3,964 Closed
SPC
129
Sigma Planning Corp
Michigan
– -$213K -3,250 Closed
ASN
130
Advisory Services Network
Georgia
– -$139K -2,124 Closed
TRCT
131
Tower Research Capital (TRC)
New York
– -$67K -1,020 Closed
RFP
132
Root Financial Partners
California
– -$40K -609 Closed
GWSG
133
GPS Wealth Strategies Group
Colorado
– -$4.59K -70 Closed
2 3 4 5
6