Ishares Tr (GARP) Hedge Fund Ownership (Q2 2026)

Ishares Tr (GARP)

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

Smart Money Signals — GARP

Based on 175 hedge funds · latest filing: 2026 Q2 · 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

175 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 — +133% more funds vs a year ago

fund count last 6Q

+100 new funds entered over the past year (+133% 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 — 73% buying

125 buying46 selling

Last quarter: 125 funds were net buyers (50 opened a brand new position + 75 added to an existing one). Only 46 were sellers (34 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new GARP position: 25 → 39 → 37 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 52% entered in last year

■ 7% conviction (2yr+) ■ 41% medium ■ 52% new

Only 13 funds (7%) 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.

💰

Value +104% but shares only +52% — price-driven

Value

+104%

+52%

Last quarter: the total dollar value of institutional holdings rose +104%, but actual share count only changed +52%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

27 → 25 → 39 → 37 → 50 new funds/Q

New funds entering each quarter: 25 → 39 → 37 → 50. A growing number of institutions are discovering GARP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 68% of holders entered in last year

■ 8% veterans ■ 24% 1-2yr ■ 68% new

Of 175 current holders: 119 (68%) entered in the past year, only 14 (8%) 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.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

18 of 175 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in GARP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	175	137	27.74%
13F Shares	21M	14M	52.37%
Total Value	$1.68B	$824M	103.98%
New Positions	50	37	+13
Increased Positions	75	70	+5
Closed Positions	12	20	-8
Reduced Positions	34	15	+19
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

175

137

27.74%

13F Shares

21M

14M

52.37%

Total Value

$1.68B

$824M

103.98%

New Positions

+13

Increased Positions

Closed Positions

-8

Reduced Positions

+19

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

175 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GARP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Landaas & Co /Wi /Adv	7.62%	507,447	$41.9M
2	Lakeshore Capital Group, Inc.	6.83%	111,760	$9.2M
3	Milestones Private Investment Advisors LLC	6.52%	99,259	$8.2M
4	Bauman Advisory Group, LLC	6.11%	139,714	$11.5M
5	Planned Solutions, Inc.	5.75%	243,037	$20.1M
6	Saxon Interests, INC.	4.44%	194,568	$16.1M
7	Base Wealth Management LLC	4.38%	114,188	$9.4M
8	Carr Financial Group Corp	3.52%	184,986	$15.3M
9	Resonant Capital Advisors, LLC	3.12%	791,780	$65.4M
10	Marshall & Sterling Wealth Advisors Inc.	3.12%	63,815	$5.3M
11	Arq Wealth Advisors, LLC	3.07%	311,203	$24.8M
12	Optima Capital LLC	2.39%	73,227	$6.0M
13	Cornerstone Advisors Asset Management, LLC	2.29%	212,535	$17.5M
14	Key Client Fiduciary Advisors, LLC	2.20%	92,535	$7.6M
15	Stonebridge Wealth Management, LLC	2.19%	29,683	$2.5M
16	Insight Wealth Strategies, LLC	2.04%	255,947	$20.9M
17	D'Orazio & Associates, Inc.	1.79%	187,575	$15.5M
18	WJ Wealth Management, LLC	1.76%	54,133	$4.5M
19	Creative Financial Designs Inc /Adv	1.58%	403,015	$33.3M
20	Valley National Advisers Inc	1.47%	160,609	$13.3M
21	First Community Trust NA	1.36%	36,380	$3.0M
22	Embree Financial Group	1.31%	158,151	$13.1M
23	Strategic Financial Concepts, LLC	1.29%	51,118	$4.3M
24	Win Advisors, Inc	1.12%	38,098	$3.1M
25	Certified Advisory Corp	1.01%	151,403	$12.5M

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 — 73% buying: Last quarter: 125 funds were net buyers (50 opened a brand new position + 75 added to an existing one). Only 46 were sellers (34 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GARP holders?

Elite ownership — 41% AUM from top-100 funds: 18 of 175 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in GARP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GARP?

Mostly new holders — 52% entered in last year: Only 13 funds (7%) 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.

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.

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Ishares Tr (GARP)

Smart Money Signals — GARP

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +133% more funds vs a year ago

More buyers than sellers — 73% buying

More new buyers each quarter (+13 vs last Q)

Mostly new holders — 52% entered in last year

Value +104% but shares only +52% — price-driven

Growing discovery — still being found

Early stage — 68% of holders entered in last year

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — GARP

Hedge Fund Ownership: GARP

Market Analysis: GARP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GARP

Hedge Fund Positioning: GARP

Statistics: GARP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (GARP)

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