GARP

iShares MSCI USA Quality GARP ETF
GARP

Overview Fund Activity

20 hedge funds and large institutions have $37.8M invested in iShares MSCI USA Quality GARP ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
6
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$7.63M
2
EE
2
EWG Elevate
California
$4.87M
3
LC
3
Landaas & Company
Wisconsin
$10.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.76M
5
VNA
5
Valley National Advisers
Pennsylvania
$3.87M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$2.42M
2
Jane Street
2
Jane Street
New York
$0
3
SWP
3
Stratos Wealth Partners
Ohio
$443K
4
Morgan Stanley
4
Morgan Stanley
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
1
Landaas & Company
Wisconsin
$10.9M 209,796 +73,864 +54%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.63M 147,063 +147,063 New
EE
3
EWG Elevate
California
$4.87M 93,837 +93,837 New
VNA
4
Valley National Advisers
Pennsylvania
$3.87M 74,471 +21,969 +42%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.76M 72,512 +41,067 +131%
SAM
6
Synergy Asset Management
Washington
$2.42M 46,543 -47,871 -51%
TRCT
7
Tower Research Capital (TRC)
New York
$1.14M 21,902 +11,419 +109%
DI
8
Disciplined Investments
Oklahoma
$764K 14,720 +14,720 New
FIA
9
Foundations Investment Advisors
Arizona
$516K 9,931 +9,931 New
SWP
10
Stratos Wealth Partners
Ohio
$443K 8,531 -148 -2%
MOS
11
MGO One Seven
Ohio
$334K 6,438 +6,438 New
Creative Planning
12
Creative Planning
Kansas
$311K 6,000 – –
GGV
13
GG Group Ventures
Florida
$292K 5,809 +5,809 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$242K 4,667 +196 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$208K 4,014 +4,014 New
SWM
16
Spire Wealth Management
Virginia
$60.1K 1,157 +175 +18%
UBS Group
17
UBS Group
Switzerland
$11.3K 218 +218 New
AAG
18
Armstrong Advisory Group
Massachusetts
$9.5K 183 +183 New
GJIA
19
Glass Jacobson Investment Advisors
Maryland
$6.96K 134 – –
PCMC
20
Planning Capital Management Corporation
Pennsylvania
$52 1 +1 New
Jane Street
21
Jane Street
New York
– – -11,874 Closed
Morgan Stanley
22
Morgan Stanley
New York
– – -1 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –