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BlackRock Total Return ETF
BRTR

56 hedge funds and large institutions have $663M invested in BlackRock Total Return ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

216% more capital invested

Capital invested by funds: $210M → $663M (+$453M)

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

51.48% more ownership

Funds ownership: 79.73% → 131.22% (+51%)

33% more funds holding

Funds holding: 42 → 56 (+14)

Holders
56
Holders Change
+14
Holders Change %
+33.33%
% of All Funds
0.68%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
20
Increased
27
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$154M
2
SWP
Sagespring Wealth Partners
Tennessee
+$120M
3
DWM
Dynasty Wealth Management
Florida
+$60.2M
4
CWA
Centerline Wealth Advisors
Kentucky
+$14.4M
5
UW
Unique Wealth
Florida
+$9.73M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.61M
2
Goldman Sachs
Goldman Sachs
New York
-$5.58M
3
Jane Street
Jane Street
New York
-$4.49M
4
FTUS
Flow Traders U.S.
New York
-$1.79M
5
WC
Weil Company
California
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
26
Ethos Financial Group
Pennsylvania
$2.31M +$2.33M +45,571 New
TMWM
27
Taylor & Morgan Wealth Management
Michigan
$2.25M -$31.6K -618 -1%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$2.05M -$141K -2,757 -6%
SFM
29
Signet Financial Management
New Jersey
$1.91M +$229K +4,479 +14%
PA
30
PFG Advisors
Arizona
$1.86M +$1.5M +29,319 +401%
LWM
31
Lionsbridge Wealth Management
Florida
$1.84M +$79.1K +1,550 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.7M +$9.39K +184 +0.6%
WA
33
Wealth Alliance
New York
$1.68M +$1.69M +33,116 New
Citadel Advisors
34
Citadel Advisors
Florida
$1.61M +$259K +5,074 +19%
BCG
35
Breakwater Capital Group
New Jersey
$1.59M +$58K +1,136 +4%
FPW
36
Fairvoy Private Wealth
Alabama
$1.3M +$1.31M +25,567 New
Goldman Sachs
37
Goldman Sachs
New York
$1.22M -$5.58M -109,376 -82%
FTUS
38
Flow Traders U.S.
New York
$982K -$1.79M -35,075 -64%
BFG
39
Beto Financial Group
Idaho
$927K +$932K +18,252 New
EL
40
EQ LLC
Washington
$822K +$20.3K +397 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$664K +$82.4K +1,614 +14%
QWP
42
Quotient Wealth Partners
Texas
$467K +$470K +9,206 New
QC
43
Quadrature Capital
United Kingdom
$450K +$452K +8,859 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$427K +$430K +8,413 New
OPWM
45
Oregon Pacific Wealth Management
Oregon
$381K +$383K +7,501 New
GIP
46
Greatmark Investment Partners
Georgia
$349K +$144K +2,825 +70%
PGWM
47
Parisi Gray Wealth Management
New Jersey
$281K +$13.5K +265 +5%
MML Investors Services
48
MML Investors Services
Massachusetts
$249K -$82.3K -1,612 -25%
CIA
49
Concurrent Investment Advisors
Florida
$217K +$218K +4,276 New
FFA
50
Farther Finance Advisors
California
$141K +$140K +2,733 +6,507%
1
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BRTR Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q4 2025, worth a combined $663M — up 216% from $210M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BRTR positions and 5 closed out — a net gain of 15 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was BlackRock, exiting entirely with an estimated $5.61M sold.

  • 56 institutional investors held BlackRock Total Return ETF (BRTR) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $663M of BlackRock Total Return ETF stock for Q4 2025, up 216% quarter-over-quarter.
  • 20 funds opened new BlackRock Total Return ETF positions in Q4 2025 and 5 closed out, a net change of +15 holders.
  • The largest BlackRock Total Return ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $154M added.
  • The largest BlackRock Total Return ETF seller in Q4 2025 was BlackRock, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2025.