BlackRock Total Return ETF
BRTR
30 hedge funds and large institutions have $165M invested in BlackRock Total Return ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
58% more funds holding
Funds holding: 19 → 30 (+11)
39% more capital invested
Capital invested by funds: $118M → $165M (+$46.4M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3.85% less ownership
Funds ownership: 88.77% → 84.92% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Weil Company
San Diego,
California
|
+$14.7M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.12M |
| 3 |
SPAS
Spectrum Planning & Advisory Services
San Diego,
California
|
+$5.49M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.95M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.58M |
| 2 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$645K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$339K |
| 4 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
-$61.6K |
| 5 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$14.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIP
26
Greatmark Investment Partners
Columbus,
Georgia
| $219K | +$217K | +4,350 | New |
|
|
SC
27
SouthState Corp
Winter Haven,
Florida
| $46K | +$45.5K | +914 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $22.8K | +$17.6K | +353 | +353% |
|
|
SS
29
Sunbelt Securities
Houston,
Texas
| $1.91K | – | – | – |
|
30
AssetMark Inc
Concord,
California
| $453 | +$448 | +9 | New |
|
31
UBS Group
Zurich,
Switzerland
| – | -$4.54K | -92 | Closed |
|
BRTR Hedge Fund Activity: Q1 2025 in Review
30 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q1 2025, worth a combined $165M — up 39% from $118M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BRTR positions and 1 closed out — a net gain of 11 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Weil Company, adding an estimated $14.7M. The largest seller was Jane Street, cutting an estimated $1.58M.
- 30 institutional investors held BlackRock Total Return ETF (BRTR) as of Q1 2025, up from 19 in Q4 2024.
- Funds reported $165M of BlackRock Total Return ETF stock for Q1 2025, up 39% quarter-over-quarter.
- 12 funds opened new BlackRock Total Return ETF positions in Q1 2025 and 1 closed out, a net change of +11 holders.
- The largest BlackRock Total Return ETF buyer in Q1 2025 was Weil Company, an estimated $14.7M added.
- The largest BlackRock Total Return ETF seller in Q1 2025 was Jane Street, an estimated $1.58M sold.
Based on aggregated 13F filings for Q1 2025.