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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$154M |
| 2 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$120M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$60.2M |
| 4 |
CWA
Centerline Wealth Advisors
Louisville,
Kentucky
|
+$14.4M |
| 5 |
UW
Unique Wealth
Clearwater,
Florida
|
+$9.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$5.61M |
| 2 |
Goldman Sachs
New York
|
-$5.58M |
| 3 |
Jane Street
New York
|
-$4.49M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.79M |
| 5 |
WC
Weil Company
San Diego,
California
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
51
SouthState Corp
Winter Haven,
Florida
| $77.3K | +$3.27K | +64 | +4% |
|
|
AG
52
AmeriFlex Group
Las Vegas,
Nevada
| $51K | +$51.3K | +1,004 | New |
|
53
Osaic Holdings
Scottsdale,
Arizona
| $29.1K | +$408 | +8 | +1% |
|
|
HI
54
Harbour Investments
Madison,
Wisconsin
| $25.4K | – | – | – |
|
|
KCM
55
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $4.87K | +$4.9K | +96 | New |
|
|
SS
56
Sunbelt Securities
Houston,
Texas
| $1.93K | – | – | – |
|
|
57
BlackRock
New York
| – | -$5.61M | -110,000 | Closed |
|
|
58
Jane Street
New York
| – | -$4.49M | -88,087 | Closed |
|
59
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$499K | -9,794 | Closed |
|
60
UBS Group
Zurich,
Switzerland
| – | -$82K | -1,608 | Closed |
|
|
AAS
61
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$25.5K | -500 | Closed |
|
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.