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GARP

iShares MSCI USA Quality GARP ETF

139 hedge funds and large institutions have $907M invested in iShares MSCI USA Quality GARP ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 16

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

38% more capital invested

Capital invested by funds: $660M → $907M (+$248M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

14% more funds holding

Funds holding: 122139 (+17)

0.26% more ownership

Funds ownership: 67.03%67.3% (+0.26%)

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
1.71%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
35
Increased
73
Reduced
16
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$139M +$58.5M +862,074 +66%
Morgan Stanley
2
Morgan Stanley
New York
$51.1M +$36.1M +532,207 +200%
RCA
3
Resonant Capital Advisors
Wisconsin
$50.2M +$53.2M +784,592 New
Raymond James Financial
4
Raymond James Financial
Florida
$48.4M +$21.7M +319,316 +73%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.2M +$8.39M +123,760 +25%
Bank of America
6
Bank of America
North Carolina
$34.9M +$12.7M +186,930 +52%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$34.3M +$478K +7,046 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$32.1M +$10.9M +161,375 +47%
LC
9
Landaas & Company
Wisconsin
$29.9M +$1.62M +23,843 +5%
IFG
10
Independent Financial Group
California
$23.9M +$254K +3,741 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$22.4M +$11.1M +163,054 +87%
GVAG
12
Great Valley Advisor Group
Delaware
$22.1M +$1M +14,804 +4%
MML Investors Services
13
MML Investors Services
Massachusetts
$21.8M +$6.33M +93,353 +38%
CAL
14
Capital Analysts LLC
Pennsylvania
$21.2M +$11.7M +172,506 +109%
PNC
15
Park National Corp
Ohio
$19.7M +$862K +12,715 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$19M +$14.9K +219 +0.1%
AWA
17
ARQ Wealth Advisors
Arizona
$16.1M +$1.9M +27,983 +13%
PS
18
Planned Solutions
California
$15.4M +$378K +5,573 +2%
Stifel Financial
19
Stifel Financial
Missouri
$15.1M +$2.06M +30,334 +15%
CAAM
20
Cornerstone Advisors Asset Management
Pennsylvania
$14.4M +$15.2M +224,439 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$14.1M +$3.54M +52,231 +31%
EH
22
Equitable Holdings
New York
$13.6M +$10.9M +160,390 +407%
CFG
23
Carr Financial Group
Massachusetts
$12.2M +$12.9M +190,058 New
HighTower Advisors
24
HighTower Advisors
Illinois
$10.8M +$719K +10,602 +7%
VNA
25
Valley National Advisers
Pennsylvania
$10.4M -$4.63M -68,256 -30%