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BlackRock Total Return ETF
BRTR

19 hedge funds and large institutions have $118M invested in BlackRock Total Return ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

90% more funds holding

Funds holding: 10 → 19 (+9)

25% more capital invested

Capital invested by funds: $94.5M → $118M (+$23.7M)

6.47% more ownership

Funds ownership: 82.3% → 88.77% (+6.5%)

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
9
Increased
6
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFWA
Forthright Family Wealth Advisory
Texas
+$13.4M
2
SF
SWP Financial
California
+$6.28M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.69M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$2M
5
SWP
ShoreHaven Wealth Partners
New Jersey
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$436K
2
LWM
Lionsbridge Wealth Management
Florida
-$39.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$49.3M – – –
WC
2
Weil Company
California
$14.4M +$994K +19,679 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$13.4M +$3.69M +73,037 +37%
FFWA
4
Forthright Family Wealth Advisory
Texas
$13.1M +$13.4M +265,925 New
CIAS
5
CFS Investment Advisory Services
New Jersey
$11.8M +$2M +39,644 +20%
SF
6
SWP Financial
California
$6.13M +$6.28M +124,245 New
TMWM
7
Taylor & Morgan Wealth Management
Michigan
$2.22M +$132K +2,609 +6%
Jane Street
8
Jane Street
New York
$2.12M +$171K +3,378 +9%
Citadel Advisors
9
Citadel Advisors
Florida
$1.66M -$436K -8,624 -20%
SWP
10
ShoreHaven Wealth Partners
New Jersey
$1.62M +$1.66M +32,924 New
LWM
11
Lionsbridge Wealth Management
Florida
$656K -$39.8K -788 -6%
MCWS
12
McKinley Carter Wealth Services
West Virginia
$570K +$584K +11,566 New
Jones Financial Companies
13
Jones Financial Companies
Missouri
$428K +$423K +8,379 +2,784%
PGWM
14
Parisi Gray Wealth Management
New Jersey
$237K +$243K +4,812 New
Raymond James Financial
15
Raymond James Financial
Florida
$224K +$230K +4,551 New
MML Investors Services
16
MML Investors Services
Massachusetts
$224K +$230K +4,545 New
Osaic Holdings
17
Osaic Holdings
Arizona
$4.93K +$5.05K +100 New
UBS Group
18
UBS Group
Switzerland
$4.54K +$4.65K +92 New
SS
19
Sunbelt Securities
Texas
$1.88K – – –

BRTR Hedge Fund Activity: Q4 2024 in Review

19 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q4 2024, worth a combined $118M — up 25% from $94.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BRTR positions and 0 closed out — a net gain of 9 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Forthright Family Wealth Advisory, opening a new position worth an estimated $13.4M. The largest seller was Citadel Advisors, cutting an estimated $436K.

  • 19 institutional investors held BlackRock Total Return ETF (BRTR) as of Q4 2024, up from 10 in Q3 2024.
  • Funds reported $118M of BlackRock Total Return ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 9 funds opened new BlackRock Total Return ETF positions in Q4 2024 and 0 closed out, a net change of +9 holders.
  • The largest BlackRock Total Return ETF buyer in Q4 2024 was Forthright Family Wealth Advisory, an estimated $13.4M added.
  • The largest BlackRock Total Return ETF seller in Q4 2024 was Citadel Advisors, an estimated $436K sold.

Based on aggregated 13F filings for Q4 2024.