BlackRock Total Return ETF
BRTR
34 hedge funds and large institutions have $190M invested in BlackRock Total Return ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more capital invested
Capital invested by funds: $165M → $190M (+$25.7M)
13% more funds holding
Funds holding: 30 → 34 (+4)
0.67% more ownership
Funds ownership: 84.92% → 85.59% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
Wetzel Investment Advisors
Indianapolis,
Indiana
|
+$9.33M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
+$4.03M |
| 3 |
WC
Weil Company
San Diego,
California
|
+$3.02M |
| 4 |
MHC
May Hill Capital
Cohasset,
Massachusetts
|
+$2.55M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
| 3 |
JP Morgan Chase
New York
|
-$1.33M |
| 4 |
SF
SWP Financial
San Diego,
California
|
-$1.2M |
| 5 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$376K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Goldman Sachs
New York
| $361K | +$355K | +7,140 | New |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $320K | +$315K | +6,330 | New |
|
28
MML Investors Services
Springfield,
Massachusetts
| $290K | +$62.2K | +1,252 | +28% |
|
|
PGWM
29
Parisi Gray Wealth Management
Mendham,
New Jersey
| $257K | +$27.9K | +562 | +12% |
|
|
GIP
30
Greatmark Investment Partners
Columbus,
Georgia
| $253K | +$33.1K | +665 | +15% |
|
|
SC
31
SouthState Corp
Winter Haven,
Florida
| $84.3K | +$37.5K | +755 | +83% |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $28.3K | +$5.27K | +106 | +23% |
|
|
FFA
33
Farther Finance Advisors
San Francisco,
California
| $2.12K | +$2.09K | +42 | New |
|
|
SS
34
Sunbelt Securities
Houston,
Texas
| $1.87K | – | – | – |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$1.36M | -26,954 | Closed |
|
36
AssetMark Inc
Concord,
California
| – | -$453 | -9 | Closed |
|
BRTR Hedge Fund Activity: Q2 2025 in Review
34 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q2 2025, worth a combined $190M — up 16% from $165M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BRTR positions and 2 closed out — a net gain of 4 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Wetzel Investment Advisors, opening a new position worth an estimated $9.33M. The largest seller was BlackRock, cutting an estimated $3.23M.
- 34 institutional investors held BlackRock Total Return ETF (BRTR) as of Q2 2025, up from 30 in Q1 2025.
- Funds reported $190M of BlackRock Total Return ETF stock for Q2 2025, up 16% quarter-over-quarter.
- 6 funds opened new BlackRock Total Return ETF positions in Q2 2025 and 2 closed out, a net change of +4 holders.
- The largest BlackRock Total Return ETF buyer in Q2 2025 was Wetzel Investment Advisors, an estimated $9.33M added.
- The largest BlackRock Total Return ETF seller in Q2 2025 was BlackRock, an estimated $3.23M sold.
Based on aggregated 13F filings for Q2 2025.