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BlackRock Total Return ETF
BRTR

66 hedge funds and large institutions have $828M invested in BlackRock Total Return ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

25% more capital invested

Capital invested by funds: $663M → $828M (+$165M)

18% more funds holding

Funds holding: 56 → 66 (+10)

13.49% more ownership

Funds ownership: 131.22% → 144.71% (+13%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
0.81%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
14
Increased
32
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
+$145M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$28.1M
3
AWA
Arkadios Wealth Advisors
Georgia
+$9.96M
4
Goldman Sachs
Goldman Sachs
New York
+$8.09M
5
SLP
Storen Legacy Partners
Indiana
+$8.05M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$21.7M
2
SWP
Sagespring Wealth Partners
Tennessee
-$19.9M
3
FFWA
Forthright Family Wealth Advisory
Texas
-$13M
4
CWA
Centerline Wealth Advisors
Kentucky
-$5.58M
5
KFGG
Keystone Financial Group (Georgia)
Georgia
-$2.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealth Alliance
New York
$4.28M +$2.65M +52,148 +157%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$4M +$157K +3,087 +4%
Jane Street
28
Jane Street
New York
$3.98M +$4.04M +79,361 New
BFG
29
Beto Financial Group
Idaho
$3.6M +$2.72M +53,557 +293%
IWC
30
Integrated Wealth Concepts
Massachusetts
$3.05M -$171K -3,369 -5%
PA
31
PFG Advisors
Arizona
$2.61M +$782K +15,380 +42%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$2.35M +$325K +6,395 +16%
TMWM
33
Taylor & Morgan Wealth Management
Michigan
$2.2M -$26.4K -520 -1%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$2.18M +$2.21M +43,489 New
Citadel Advisors
35
Citadel Advisors
Florida
$2.11M +$531K +10,432 +33%
BCG
36
Breakwater Capital Group
New Jersey
$1.76M +$189K +3,714 +12%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.67M -$18.7K -367 -1%
SFM
38
Signet Financial Management
New Jersey
$1.57M -$327K -6,438 -17%
SF
39
Summit Financial
New Jersey
$1.53M +$1.55M +30,419 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.19M +$545K +10,714 +82%
FPW
41
Fairvoy Private Wealth
Alabama
$1.01M -$273K -5,366 -21%
TP
42
TritonPoint Partners
Maryland
$922K +$934K +18,370 New
EL
43
EQ LLC
Washington
$828K +$16.1K +317 +2%
KFGG
44
Keystone Financial Group (Georgia)
Georgia
$791K -$2.99M -58,857 -79%
JSL
45
JT Stratford LLC
Georgia
$783K +$794K +15,607 New
FTUS
46
Flow Traders U.S.
New York
$696K -$278K -5,473 -28%
JWM
47
JPL Wealth Management
Colorado
$607K +$615K +12,090 New
CIA
48
Concurrent Investment Advisors
Florida
$468K +$257K +5,053 +118%
OPWM
49
Oregon Pacific Wealth Management
Oregon
$453K +$77.5K +1,524 +20%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$443K +$20.8K +408 +5%
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BRTR Hedge Fund Activity: Q1 2026 in Review

66 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q1 2026, worth a combined $828M — up 25% from $663M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BRTR positions and 4 closed out — a net gain of 10 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $145M. The largest seller was JP Morgan Chase, cutting an estimated $21.7M.

  • 66 institutional investors held BlackRock Total Return ETF (BRTR) as of Q1 2026, up from 56 in Q4 2025.
  • Funds reported $828M of BlackRock Total Return ETF stock for Q1 2026, up 25% quarter-over-quarter.
  • 14 funds opened new BlackRock Total Return ETF positions in Q1 2026 and 4 closed out, a net change of +10 holders.
  • The largest BlackRock Total Return ETF buyer in Q1 2026 was Dynasty Wealth Management, an estimated $145M added.
  • The largest BlackRock Total Return ETF seller in Q1 2026 was JP Morgan Chase, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2026.