iShares MSCI USA Quality GARP ETF
GARP
21 hedge funds and large institutions have $54.6M invested in iShares MSCI USA Quality GARP ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
110% more capital invested
Capital invested by funds: $26M → $54.6M (+$28.6M)
50% more funds holding
Funds holding: 14 → 21 (+7)
13.73% more ownership
Funds ownership: 51.99% → 65.73% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.1M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$6.71M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
+$4.53M |
| 4 |
LC
Landaas & Company
Milwaukee,
Wisconsin
|
+$3.56M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$2.31M |
| 2 |
Jane Street
New York
|
-$565K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$7.14K |
| 4 |
Morgan Stanley
New York
|
-$48 |
GARP Hedge Fund Activity: Q2 2024 in Review
21 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q2 2024, worth a combined $54.6M — up 110% from $26M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GARP positions and 2 closed out — a net gain of 8 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $7.1M. The largest seller was Synergy Asset Management, cutting an estimated $2.31M.
- 21 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q2 2024, up from 14 in Q1 2024.
- Funds reported $54.6M of iShares MSCI USA Quality GARP ETF stock for Q2 2024, up 110% quarter-over-quarter.
- 10 funds opened new iShares MSCI USA Quality GARP ETF positions in Q2 2024 and 2 closed out, a net change of +8 holders.
- The largest iShares MSCI USA Quality GARP ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $7.1M added.
- The largest iShares MSCI USA Quality GARP ETF seller in Q2 2024 was Synergy Asset Management, an estimated $2.31M sold.
Based on aggregated 13F filings for Q2 2024.