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GARP

iShares MSCI USA Quality GARP ETF
GARP

10 hedge funds and large institutions have $8.59M invested in iShares MSCI USA Quality GARP ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more capital invested

Capital invested by funds: $3.26M → $8.59M (+$5.33M)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more funds holding

Funds holding: 6 → 10 (+4)

31.02% less ownership

Funds ownership: 60.88% → 29.86% (-31%)

Holders
10
Holders Change
+4
Holders Change %
+66.67%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
2
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LC
Landaas & Company
Wisconsin
+$2.81M
2
VNA
Valley National Advisers
Pennsylvania
+$1.61M
3
Goldman Sachs
Goldman Sachs
New York
+$1.47M
4
TRCT
Tower Research Capital (TRC)
New York
+$483K
5
SWP
Stratos Wealth Partners
Ohio
+$332K

Top Sellers

Rank Fund Capital Flow
1
HH
Hilltop Holdings
Texas
-$1.63M
2
Citadel Advisors
Citadel Advisors
Florida
-$936K
3
Morgan Stanley
Morgan Stanley
New York
-$36

GARP Hedge Fund Activity: Q4 2023 in Review

10 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q4 2023, worth a combined $8.59M — up 163% from $3.26M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GARP positions and 3 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Landaas & Company, opening a new position worth an estimated $2.81M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $1.63M sold.

  • 10 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q4 2023, up from 6 in Q3 2023.
  • Funds reported $8.59M of iShares MSCI USA Quality GARP ETF stock for Q4 2023, up 163% quarter-over-quarter.
  • 7 funds opened new iShares MSCI USA Quality GARP ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest iShares MSCI USA Quality GARP ETF buyer in Q4 2023 was Landaas & Company, an estimated $2.81M added.
  • The largest iShares MSCI USA Quality GARP ETF seller in Q4 2023 was Hilltop Holdings, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2023.