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GARP

iShares MSCI USA Quality GARP ETF

122 hedge funds and large institutions have $660M invested in iShares MSCI USA Quality GARP ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $467M → $660M (+$193M)

30% more funds holding

Funds holding: 94122 (+28)

1.18% more ownership

Funds ownership: 65.85%67.03% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
122
Holders Change
+28
Holders Change %
+29.79%
% of All Funds
1.48%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
55
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$89.6M +$20.2M +299,858 +30%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$36.1M +$2.63M +39,115 +8%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$33.3M +$1.89M +28,011 +6%
LC
4
Landaas & Company
Wisconsin
$30.2M +$1.08M +15,991 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$29.8M +$17.4M +258,462 +144%
IFG
6
Independent Financial Group
California
$25.2M -$217K -3,221 -0.9%
Bank of America
7
Bank of America
North Carolina
$24.5M +$2.09M +30,986 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.2M +$13.2M +196,370 +136%
GVAG
9
Great Valley Advisor Group
Delaware
$22.5M +$20.2M +300,649 +1,028%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$20.2M -$1.83M -27,248 -8%
PNC
11
Park National Corp
Ohio
$20.1M +$225K +3,344 +1%
Morgan Stanley
12
Morgan Stanley
New York
$18.1M +$17.9M +266,020 +26,602,000%
MML Investors Services
13
MML Investors Services
Massachusetts
$16.9M +$13M +192,460 +346%
PS
14
Planned Solutions
California
$16M +$301K +4,474 +2%
VNA
15
Valley National Advisers
Pennsylvania
$15.7M +$782K +11,609 +5%
AWA
16
ARQ Wealth Advisors
Arizona
$15.2M +$979K +14,536 +7%
Stifel Financial
17
Stifel Financial
Missouri
$14M -$1.42M -21,083 -9%
BDWCC
18
B&D White Capital Company
Texas
$13.8M +$103K +1,533 +0.8%
Osaic Holdings
19
Osaic Holdings
Arizona
$12.8M +$2.09M +31,060 +20%
Goldman Sachs
20
Goldman Sachs
New York
$12.7M +$12.2M +181,154 +2,985%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$6.6M +98,077 +140%
CAL
22
Capital Analysts LLC
Pennsylvania
$10.8M +$10.7M +158,511 New
HighTower Advisors
23
HighTower Advisors
Illinois
$10.8M -$217K -3,226 -2%
DOA
24
D'Orazio & Associates
Virginia
$10.4M +$1.34M +19,842 +15%
FNWM
25
Financial Network Wealth Management
Utah
$10.1M +$182K +2,708 +2%