BlackRock Total Return ETF
BRTR
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
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%)
Holders
30
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$14.8M | |
| 2 | +$6.18M | |
| 3 | +$5.54M | |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$2.68M |
Top Sellers
| 1 | -$1.6M | |
| 2 | -$652K | |
| 3 | -$342K | |
| 4 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
-$62.3K |
| 5 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIP
26
Greatmark Investment Partners
Columbus,
Georgia
| $219K |
|
|||
|
SC
27
SouthState Corp
Winter Haven,
Florida
| $46K |
|
|||
28
Osaic Holdings
Scottsdale,
Arizona
| $22.8K |
|
|||
|
SS
29
Sunbelt Securities
Houston,
Texas
| $1.91K |
|
|||
30
AssetMark Inc
Concord,
California
| $453 |
|
|||
31
UBS Group
Zurich,
Switzerland
| – |
|