Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (GARP)

136 + Investors. Track Smart Money conviction in GARP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
11Q ▲
Buyers last Q
76%

Smart Money Signals — GARP

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added GARP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
137 hedge funds hold GARP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +136% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+136% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

107 buying34 selling
Last quarter: 107 funds were net buyers (37 opened a brand new position + 70 added to an existing one). Only 34 were sellers (15 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 25 → 39 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 5% conviction (2yr+) ■ 45% medium ■ 50% new
Only 7 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +54%, value +32%

Value
+32%
Shares
+54%
Last quarter: funds added +54% more shares while total portfolio value only changed +32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

21 → 26 → 25 → 39 → 37 new funds/Q
New funds entering each quarter: 26 → 25 → 39 → 37. A growing number of institutions are discovering GARP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 72% of holders entered in last year

■ 9% veterans ■ 19% 1-2yr ■ 72% new
Of 137 current holders: 99 (72%) entered in the past year, only 12 (9%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
18 of 137 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GARP

In 2026 Q1, 107 hedge funds were net buyers of GARP (37 opened a new position, 70 added to an existing one), while 34 reduced or exited (15 trimmed, 19 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in GARP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 137.

Hedge Fund Ownership: GARP

How many hedge funds hold GARP — quarterly history vs. share price
Quarterly hedge fund ownership of GARP vs. share price

Market Analysis: GARP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GARP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (GARP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GARP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
GARP
+26.6%
SPY
+14.8%

GARP outperformed SPY by +11.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
GARP
+5.5%
SPY
+1.0%

Since the filing became public, GARP outperformed SPY by +4.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 5 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: GARP
136 + Investors

Track Smart Money conviction in GARP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 119 14.29%
13F Shares 14M 9M 54.31%
Total Value $823M $622M 32.35%
New Positions 37 39 -2
Increased Positions 70 53 +17
Closed Positions 20 12 +8
Reduced Positions 15 17 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GARP

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Financial Highlights

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Institutional Holders (2026 Q1)

136 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GARP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GARP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Landaas & Co /Wi /Adv 6.56% 467,813 $29.9M
2 Lakeshore Capital Group, Inc. 5.68% 108,795 $7.0M
3 Planned Solutions, Inc. 5.04% 240,831 $15.4M
4 Milestones Private Investment Advisors LLC 3.41% 60,571 $3.9M
5 Carr Financial Group Corp 3.21% 190,058 $12.2M
6 Marshall & Sterling Wealth Advisors Inc. 2.91% 69,517 $4.4M
7 Arq Wealth Advisors, LLC 2.90% 251,100 $16.1M
8 Resonant Capital Advisors, LLC 2.64% 784,592 $50.2M
9 Cornerstone Advisors Asset Management, LLC 2.22% 224,439 $14.4M
10 Stonebridge Wealth Management, LLC 1.85% 30,107 $1.9M
11 First Community Trust NA 1.72% 36,380 $2.3M
12 Optima Capital LLC 1.70% 57,125 $3.7M
13 WJ Wealth Management, LLC 1.62% 54,186 $3.5M
14 D'Orazio & Associates, Inc. 1.32% 158,950 $10.2M
15 Certified Advisory Corp 0.77% 133,439 $8.5M
16 Uptick Partners, LLC 0.65% 51,119 $3.3M
17 Saxony Capital Management, LLC 0.63% 16,841 $1.1M
18 Independent Financial Group, LLC 0.62% 321,121 $20.5M
19 Park National Corp /Oh/ 0.60% 308,082 $19.7M
20 Cedar Wealth Management, LLC 0.59% 31,929 $2.0M
21 Nova Wealth Management, Inc. 0.59% 14,125 $904K
22 CGN Advisors LLC 0.56% 111,356 $7.1M
23 Sonoma Allocations LLC 0.52% 22,981 $1.5M
24 Adapt Wealth Advisors, LLC 0.48% 20,567 $1.3M
25 Keating Financial Advisory Services, Inc. 0.40% 38,971 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (GARP)

What does the Smart Money Trend signal show for GARP?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added GARP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GARP?

More buyers than sellers — 76% buying: Last quarter: 107 funds were net buyers (37 opened a brand new position + 70 added to an existing one). Only 34 were sellers (15 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GARP holders?

Strong quality — 35% AUM from major funds: 18 of 137 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GARP?

Mostly new holders — 50% entered in last year: Only 7 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Ishares Tr (GARP) following the 2026 Q1 hedge fund 13F filings?

As of today, GARP has moved +5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the SPY sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), GARP has gained +26.6% vs +14.8% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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