GARP

iShares MSCI USA Quality GARP ETF
GARP

Overview Fund Activity

30 hedge funds and large institutions have $70.4M invested in iShares MSCI USA Quality GARP ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+10
Holders Change %
+50%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$6.83M
2
HCA
2
Heck Capital Advisors
Wisconsin
$6.36M
3
LPL Financial
3
LPL Financial
California
$5.42M
4
WWM
4
WJ Wealth Management
Arizona
$4.66M
5
LC
5
Landaas & Company
Wisconsin
$15.2M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$186K
3
SWP
3
Stratos Wealth Partners
Ohio
$0
4
MOS
4
MGO One Seven
Ohio
$0
5
VNA
5
Valley National Advisers
Pennsylvania
$3.78M
Name Market Value Shares Shares
Change 		Shares
Change %
LC
1
Landaas & Company
Wisconsin
$15.2M 283,922 +74,126 +35%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$9.1M 170,370 +23,307 +16%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.83M 127,697 +127,697 New
HCA
4
Heck Capital Advisors
Wisconsin
$6.36M 119,059 +119,059 New
LPL Financial
5
LPL Financial
California
$5.42M 101,527 +101,527 New
WWM
6
WJ Wealth Management
Arizona
$4.66M 87,345 +87,345 New
Osaic Holdings
7
Osaic Holdings
Arizona
$4.24M 79,455 +6,943 +10%
VNA
8
Valley National Advisers
Pennsylvania
$3.78M 70,886 -3,585 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.66M 68,504 +68,504 New
SAM
10
Synergy Asset Management
Washington
$3.36M 62,923 +16,380 +35%
Jane Street
11
Jane Street
New York
$1.41M 26,397 +26,397 New
DOA
12
D'Orazio & Associates
Virginia
$1.05M 19,612 +19,612 New
FIA
13
Foundations Investment Advisors
Arizona
$876K 16,399 +6,468 +65%
DI
14
Disciplined Investments
Oklahoma
$778K 14,566 -154 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$540K 10,119 +6,105 +152%
GGV
16
GG Group Ventures
Florida
$533K 9,614 +3,805 +66%
DAS
17
Dynamic Advisor Solutions
Arizona
$410K 7,679 +7,679 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$374K 7,006 +7,006 New
KAS
19
Kestra Advisory Services
Texas
$358K 6,712 +6,712 New
Creative Planning
20
Creative Planning
Kansas
$320K 6,000 – –
LWM
21
LongView Wealth Management
Georgia
$251K 4,700 +4,700 New
SWM
22
Spire Wealth Management
Virginia
$219K 4,093 +2,936 +254%
AWS
23
Atria Wealth Solutions
New York
$214K 4,011 +4,011 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$206K 3,866 -801 -17%
TRCT
25
Tower Research Capital (TRC)
New York
$186K 3,481 -18,421 -84%
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