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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Landaas & Company
Milwaukee,
Wisconsin
|
+$2.81M |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$1.61M |
| 3 |
Goldman Sachs
New York
|
+$1.47M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$483K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.63M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$936K |
| 3 |
Morgan Stanley
New York
|
-$36 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
1
Landaas & Company
Milwaukee,
Wisconsin
| $3.02M | +$2.81M | +73,428 | New |
|
|
VNA
2
Valley National Advisers
Bethlehem,
Pennsylvania
| $1.73M | +$1.61M | +42,162 | New |
|
|
3
Goldman Sachs
New York
| $1.59M | +$1.47M | +38,572 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $1.3M | +$483K | +12,645 | +66% |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $357K | +$332K | +8,679 | New |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $315K | +$293K | +7,671 | New |
|
7
Creative Planning
Overland Park,
Kansas
| $247K | +$229K | +6,000 | New |
|
|
SWM
8
Spire Wealth Management
Mclean,
Virginia
| $17.9K | +$16.1K | +420 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $10.2K | – | – | – |
|
|
GJIA
10
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $5.51K | +$2.48K | +65 | +94% |
|
|
HH
11
Hilltop Holdings
Dallas,
Texas
| – | -$1.63M | -45,761 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$936K | -26,211 | Closed |
|
|
13
Morgan Stanley
New York
| – | -$36 | -1 | Closed |
|
GARP Hedge Fund Activity: Q4 2023 in Review
10 of the 6,859 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.