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BlackRock Flexible Income ETF

570 hedge funds and large institutions have $8.68B invested in BlackRock Flexible Income ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 365 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+20
Holders Change %
+3.64%
% of All Funds
7.64%
Holding in Top 10
39
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.41%
% of All Funds
0.52%
New
72
Increased
365
Reduced
114
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.21B +$54.8M +1,036,678 +5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$571M +$5.16M +97,669 +0.9%
LPL Financial
3
LPL Financial
California
$567M +$61.1M +1,155,543 +12%
BlackRock
4
BlackRock
New York
$514M +$14.1M +267,048 +3%
Bank of America
5
Bank of America
North Carolina
$327M +$71.6M +1,354,601 +28%
Morgan Stanley
6
Morgan Stanley
New York
$305M +$74.9M +1,417,211 +33%
DWM
7
Dynasty Wealth Management
Florida
$304M -$7.32M -138,555 -2%
Ameriprise
8
Ameriprise
Minnesota
$228M -$3.65M -69,104 -2%
QWP
9
Quotient Wealth Partners
Texas
$172M +$4.3M +81,323 +3%
UBS Group
10
UBS Group
Switzerland
$154M +$18.9M +357,420 +14%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$148M +$18.4M +348,615 +14%
KIM
12
Kestra Investment Management
Texas
$142M +$57.5M +1,094,296 +68%
SWP
13
Sagespring Wealth Partners
Tennessee
$125M -$1.28M -24,169 -1%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$122M -$4.33M -81,952 -3%
SFA
15
Sequoia Financial Advisors
Ohio
$119M +$23.8M +450,650 +25%
Wells Fargo
16
Wells Fargo
California
$116M +$40.9M +774,967 +54%
MML Investors Services
17
MML Investors Services
Massachusetts
$107M +$14.2M +269,064 +15%
AP
18
Americana Partners
Texas
$105M +$2.92M +55,221 +3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$102M -$3.14M -59,373 -3%
WBG
20
Wharton Business Group
Pennsylvania
$83.7M +$1.73M +32,770 +2%
PAS
21
Park Avenue Securities
New York
$80.1M +$927K +17,547 +1%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$73.1M +$4.3M +81,337 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$72.9M +$8.1M +153,381 +13%
MFG
24
Merit Financial Group
Georgia
$71.2M +$9.42M +178,280 +15%
IWC
25
Integrated Wealth Concepts
Massachusetts
$69.7M +$6.47M +122,496 +10%