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BlackRock Total Return ETF

30 hedge funds and large institutions have $165M invested in BlackRock Total Return ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

58% more funds holding

Funds holding: 1930 (+11)

39% more capital invested

Capital invested by funds: $118M → $165M (+$46.4M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3.85% less ownership

Funds ownership: 88.77%84.92% (-3.9%)

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50.4M
WC
2
Weil Company
California
$29.5M +$14.7M +294,382 +101%
JP Morgan Chase
3
JP Morgan Chase
New York
$15.6M +$1.8M +36,172 +13%
CIAS
4
CFS Investment Advisory Services
New Jersey
$14.8M +$2.65M +53,154 +22%
FFWA
5
Forthright Family Wealth Advisory
Texas
$13.6M +$220K +4,418 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$6.41M +$6.12M +122,745 +2,697%
SF
7
SWP Financial
California
$6.36M +$97.2K +1,951 +2%
SPAS
8
Spectrum Planning & Advisory Services
California
$5.54M +$5.49M +110,089 New
IWC
9
Integrated Wealth Concepts
Massachusetts
$5M +$4.95M +99,277 New
SF
10
Synovus Financial
Georgia
$2.46M +$2.44M +48,894 New
KFGG
11
Keystone Financial Group (Georgia)
Georgia
$2.37M +$2.38M +47,855 New
TMWM
12
Taylor & Morgan Wealth Management
Michigan
$2.27M +$199 +4 +0%
Citadel Advisors
13
Citadel Advisors
Florida
$1.36M -$339K -6,796 -20%
SFM
14
Signet Financial Management
New Jersey
$1.2M +$1.19M +23,852 New
MHC
15
May Hill Capital
Massachusetts
$1.02M +$1.01M +20,233 New
SWP
16
ShoreHaven Wealth Partners
New Jersey
$1.01M -$645K -12,949 -39%
FTUS
17
Flow Traders U.S.
New York
$992K +$981K +19,698 New
MCWS
18
McKinley Carter Wealth Services
West Virginia
$933K +$347K +6,969 +60%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$894K +$455K +9,129 +105%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$797K +$788K +15,824 New
LWM
21
Lionsbridge Wealth Management
Florida
$607K -$61.6K -1,237 -9%
Jane Street
22
Jane Street
New York
$573K -$1.58M -31,690 -74%
BCG
23
Breakwater Capital Group
New Jersey
$271K +$268K +5,386 New
PGWM
24
Parisi Gray Wealth Management
New Jersey
$228K -$14.3K -288 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$226K -$2.84K -57 -1%

BRTR Hedge Fund Activity: Q1 2025 in Review

30 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q1 2025, worth a combined $165M — up 39% from $118M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BRTR positions and 1 closed out — a net gain of 11 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Weil Company, adding an estimated $14.7M. The largest seller was Jane Street, cutting an estimated $1.58M.

  • 30 institutional investors held BlackRock Total Return ETF (BRTR) as of Q1 2025, up from 19 in Q4 2024.
  • Funds reported $165M of BlackRock Total Return ETF stock for Q1 2025, up 39% quarter-over-quarter.
  • 12 funds opened new BlackRock Total Return ETF positions in Q1 2025 and 1 closed out, a net change of +11 holders.
  • The largest BlackRock Total Return ETF buyer in Q1 2025 was Weil Company, an estimated $14.7M added.
  • The largest BlackRock Total Return ETF seller in Q1 2025 was Jane Street, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2025.