GARP

iShares MSCI USA Quality GARP ETF
GARP

Overview Fund Activity

74 hedge funds and large institutions have $305M invested in iShares MSCI USA Quality GARP ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+14
Holders Change %
+23.33%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
24
Increased
29
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MYIA
Mount Yale Investment Advisors
Colorado
$24.7M
2
LPL Financial
LPL Financial
California
$42.2M
3
PNC
Park National Corp
Ohio
$17.1M
4
PS
Planned Solutions
California
$13.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$0
2
HI
Harbour Investments
Wisconsin
$369K
3
KIM
Kane Investment Management
California
$0
4
Jane Street
Jane Street
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$42.2M +$23.2M +384,514 +122%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$27.9M +$6.85M +113,500 +33%
LC
3
Landaas & Company
Wisconsin
$25.6M +$910K +15,080 +4%
MYIA
4
Mount Yale Investment Advisors
Colorado
$24.7M +$24.7M +409,425 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.6M +$8.6M +142,403 +54%
PNC
6
Park National Corp
Ohio
$17.1M +$17.1M +282,623 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.3M +$4.52M +74,847 +38%
PS
8
Planned Solutions
California
$13.7M +$13.7M +226,228 New
VNA
9
Valley National Advisers
Pennsylvania
$12.6M +$1.86M +30,798 +17%
AWA
10
ARQ Wealth Advisors
Arizona
$10.7M – – –
Bank of America
11
Bank of America
North Carolina
$10.6M +$884K +14,646 +9%
HighTower Advisors
12
HighTower Advisors
Illinois
$9.74M -$398K -6,592 -4%
DOA
13
D'Orazio & Associates
Virginia
$7.39M +$4.39M +72,721 +146%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.11M -$468K -8,330 -6%
WWM
15
WJ Wealth Management
Arizona
$5.84M +$55.7K +922 +1%
Raymond James Financial
16
Raymond James Financial
Florida
$5.36M +$1.66M +27,562 +45%
KPWS
17
Kestra Private Wealth Services
Texas
$3.79M +$538K +8,904 +17%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.23M +$492K +8,153 +18%
Goldman Sachs
19
Goldman Sachs
New York
$3.03M +$2.08M +34,402 +219%
WA
20
Win Advisors
Florida
$2.63M +$2.63M +43,489 New
MML Investors Services
21
MML Investors Services
Massachusetts
$2.42M +$376K +6,230 +18%
SWM
22
Stonebridge Wealth Management
Illinois
$2.11M +$2.11M +34,907 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$1.6M +26,561 New
EE
24
EWG Elevate
California
$1.46M -$133K -2,206 -8%
EH
25
Equitable Holdings
New York
$1.46M +$810K +13,412 +125%
1
2 3 4