We are live on ! Find out more
GARP

iShares MSCI USA Quality GARP ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 1421 (+7)

13.73% more ownership

Funds ownership: 51.99%65.73% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
21
Holders Change
+7
Holders Change %
+50%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1
Independent Financial Group
California
$16.8M +$6.71M +139,150 +75%
LC
2
Landaas & Company
Wisconsin
$10.9M +$3.56M +73,864 +54%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.63M +$7.1M +147,063 New
EE
4
EWG Elevate
California
$4.87M +$4.53M +93,837 New
VNA
5
Valley National Advisers
Pennsylvania
$3.87M +$1.06M +21,969 +42%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.76M +$1.98M +41,067 +131%
SAM
7
Synergy Asset Management
Washington
$2.42M -$2.31M -47,871 -51%
TRCT
8
Tower Research Capital (TRC)
New York
$1.14M +$551K +11,419 +109%
DI
9
Disciplined Investments
Oklahoma
$764K +$710K +14,720 New
FIA
10
Foundations Investment Advisors
Arizona
$516K +$479K +9,931 New
SWP
11
Stratos Wealth Partners
Ohio
$443K -$7.14K -148 -2%
MOS
12
MGO One Seven
Ohio
$334K +$311K +6,438 New
Creative Planning
13
Creative Planning
Kansas
$311K
GGV
14
GG Group Ventures
Florida
$292K +$280K +5,809 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$242K +$9.46K +196 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$208K +$194K +4,014 New
SWM
17
Spire Wealth Management
Virginia
$60.1K +$8.44K +175 +18%
UBS Group
18
UBS Group
Switzerland
$11.3K +$10.5K +218 New
AAG
19
Armstrong Advisory Group
Massachusetts
$9.5K +$8.83K +183 New
GJIA
20
Glass Jacobson Investment Advisors
Maryland
$6.96K
PCMC
21
Planning Capital Management Corporation
Pennsylvania
$52 +$48 +1 New
Jane Street
22
Jane Street
New York
-$565K -11,874 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$48 -1 Closed

GARP Hedge Fund Activity: Q2 2024 in Review

21 of the 6,924 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.