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GARP

iShares MSCI USA Quality GARP ETF
GARP

14 hedge funds and large institutions have $26M invested in iShares MSCI USA Quality GARP ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

203% more capital invested

Capital invested by funds: $8.59M → $26M (+$17.4M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

40% more funds holding

Funds holding: 10 → 14 (+4)

22.14% more ownership

Funds ownership: 29.86% → 51.99% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
+$8.23M
2
SAM
Synergy Asset Management
Washington
+$4.21M
3
LC
Landaas & Company
Wisconsin
+$2.79M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.39M
5
Jane Street
Jane Street
New York
+$530K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.59M
2
TRCT
Tower Research Capital (TRC)
New York
-$946K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1
Independent Financial Group
California
$8.78M +$8.23M +184,544 New
LC
2
Landaas & Company
Wisconsin
$6.47M +$2.79M +62,504 +85%
SAM
3
Synergy Asset Management
Washington
$4.49M +$4.21M +94,414 New
VNA
4
Valley National Advisers
Pennsylvania
$2.5M +$461K +10,340 +25%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.5M +$1.39M +31,196 +12,529%
Jane Street
6
Jane Street
New York
$565K +$530K +11,874 New
TRCT
7
Tower Research Capital (TRC)
New York
$499K -$946K -21,192 -67%
SWP
8
Stratos Wealth Partners
Ohio
$413K – – –
Creative Planning
9
Creative Planning
Kansas
$286K – – –
CAN
10
Cetera Advisor Networks
California
$213K +$199K +4,471 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$213K +$199K +4,471 New
SWM
12
Spire Wealth Management
Virginia
$46.7K +$25.1K +562 +134%
GJIA
13
Glass Jacobson Investment Advisors
Maryland
$6.38K – – –
Morgan Stanley
14
Morgan Stanley
New York
$48 +$45 +1 New
Goldman Sachs
15
Goldman Sachs
New York
– -$1.59M -38,572 Closed
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$315K -7,671 Closed

GARP Hedge Fund Activity: Q1 2024 in Review

14 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q1 2024, worth a combined $26M — up 203% from $8.59M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GARP positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Independent Financial Group, opening a new position worth an estimated $8.23M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.59M sold.

  • 14 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q1 2024, up from 10 in Q4 2023.
  • Funds reported $26M of iShares MSCI USA Quality GARP ETF stock for Q1 2024, up 203% quarter-over-quarter.
  • 6 funds opened new iShares MSCI USA Quality GARP ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest iShares MSCI USA Quality GARP ETF buyer in Q1 2024 was Independent Financial Group, an estimated $8.23M added.
  • The largest iShares MSCI USA Quality GARP ETF seller in Q1 2024 was Goldman Sachs, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2024.