iShares MSCI USA Quality GARP ETF
GARP
31 hedge funds and large institutions have $88.9M invested in iShares MSCI USA Quality GARP ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
63% more capital invested
Capital invested by funds: $54.6M → $88.9M (+$34.3M)
48% more funds holding
Funds holding: 21 → 31 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.92% less ownership
Funds ownership: 65.73% → 62.81% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$6.58M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$6.13M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.23M |
| 4 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$4.5M |
| 5 |
LC
Landaas & Company
Milwaukee,
Wisconsin
|
+$3.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EE
EWG Elevate
Roseville,
California
|
-$4.87M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$949K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$443K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$334K |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$185K |
GARP Hedge Fund Activity: Q3 2024 in Review
31 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q3 2024, worth a combined $88.9M — up 63% from $54.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GARP positions and 4 closed out — a net gain of 10 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.58M. The largest seller was EWG Elevate, exiting entirely with an estimated $4.87M sold.
- 31 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q3 2024, up from 21 in Q2 2024.
- Funds reported $88.9M of iShares MSCI USA Quality GARP ETF stock for Q3 2024, up 63% quarter-over-quarter.
- 14 funds opened new iShares MSCI USA Quality GARP ETF positions in Q3 2024 and 4 closed out, a net change of +10 holders.
- The largest iShares MSCI USA Quality GARP ETF buyer in Q3 2024 was HighTower Advisors, an estimated $6.58M added.
- The largest iShares MSCI USA Quality GARP ETF seller in Q3 2024 was EWG Elevate, an estimated $4.87M sold.
Based on aggregated 13F filings for Q3 2024.