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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
Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.41%
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
Shares
Change %
BlackRock
1
BlackRock
New York
$50.4M
WC
2
Weil Company
California
$29.5M +$14.8M +294,382 +101%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$15.6M +$1.82M +36,172 +13%
CIAS
4
CFS Investment Advisory Services
New Jersey
$14.8M +$2.68M +53,154 +22%
FFWA
5
Forthright Family Wealth Advisory
Texas
$13.6M +$222K +4,418 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$6.41M +$6.18M +122,745 +2,697%
SF
7
SWP Financial
California
$6.36M +$98.3K +1,951 +2%
SPAS
8
Spectrum Planning & Advisory Services
California
$5.54M +$5.54M +110,089 New
IWC
9
Integrated Wealth Concepts
Massachusetts
$5M +$5M +99,277 New
SF
10
Synovus Financial
Georgia
$2.46M +$2.46M +48,894 New
KFGG
11
Keystone Financial Group (Georgia)
Georgia
$2.37M +$2.37M +47,855 New
TMWM
12
Taylor & Morgan Wealth Management
Michigan
$2.27M +$201 +4 +0%
Citadel Advisors
13
Citadel Advisors
Florida
$1.36M -$342K -6,796 -20%
SFM
14
Signet Financial Management
New Jersey
$1.2M +$1.2M +23,852 New
MHC
15
May Hill Capital
Massachusetts
$1.02M +$1.02M +20,233 New
SWP
16
ShoreHaven Wealth Partners
New Jersey
$1.01M -$652K -12,949 -39%
FTUS
17
Flow Traders U.S.
New York
$992K +$992K +19,698 New
MCWS
18
McKinley Carter Wealth Services
West Virginia
$933K +$351K +6,969 +60%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$894K +$458K +9,129 +105%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$797K +$797K +15,824 New
LWM
21
Lionsbridge Wealth Management
Florida
$607K -$62.3K -1,237 -9%
Jane Street
22
Jane Street
New York
$573K -$1.6M -31,690 -74%
BCG
23
Breakwater Capital Group
New Jersey
$271K +$271K +5,386 New
PGWM
24
Parisi Gray Wealth Management
New Jersey
$228K -$14.5K -288 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$226K -$2.87K -57 -1%