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BlackRock Total Return ETF

34 hedge funds and large institutions have $190M invested in BlackRock Total Return ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $165M → $190M (+$25.7M)

13% more funds holding

Funds holding: 3034 (+4)

0.67% more ownership

Funds ownership: 84.92%85.59% (+0.67%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
6
Increased
19
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$47.3M -$3.23M -65,000 -7%
WC
2
Weil Company
California
$32.7M +$3.02M +60,687 +10%
CIAS
3
CFS Investment Advisory Services
New Jersey
$15.2M +$427K +8,584 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$14.2M -$1.33M -26,824 -9%
FFWA
5
Forthright Family Wealth Advisory
Texas
$13.5M -$187K -3,770 -1%
WIA
6
Wetzel Investment Advisors
Indiana
$9.48M +$9.33M +187,580 New
SF
7
Synovus Financial
Georgia
$6.57M +$4.03M +81,020 +166%
Raymond James Financial
8
Raymond James Financial
Florida
$6.27M -$157K -3,167 -2%
SPAS
9
Spectrum Planning & Advisory Services
California
$5.72M +$150K +3,009 +3%
SF
10
SWP Financial
California
$5.15M -$1.2M -24,200 -19%
IWC
11
Integrated Wealth Concepts
Massachusetts
$4.95M -$66.2K -1,331 -1%
MHC
12
May Hill Capital
Massachusetts
$3.62M +$2.55M +51,308 +254%
KFGG
13
Keystone Financial Group (Georgia)
Georgia
$3.41M +$1.01M +20,393 +43%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$3.11M +$2.19M +44,015 +247%
Jane Street
15
Jane Street
New York
$2.71M +$2.1M +42,155 +370%
TMWM
16
Taylor & Morgan Wealth Management
Michigan
$2.3M +$24.9K +500 +1%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$2.1M +$1.14M +22,962 +124%
Bank of America
18
Bank of America
North Carolina
$2.09M +$2.05M +41,320 New
LWM
19
Lionsbridge Wealth Management
Florida
$1.83M +$1.2M +24,166 +200%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.65M +$840K +16,904 +107%
BCG
21
Breakwater Capital Group
New Jersey
$1.34M +$1.05M +21,039 +391%
SFM
22
Signet Financial Management
New Jersey
$1.21M +$298 +6 +0%
FTUS
23
Flow Traders U.S.
New York
$960K -$34.6K -696 -4%
EL
24
EQ LLC
Washington
$695K +$683K +13,743 New
SWP
25
ShoreHaven Wealth Partners
New Jersey
$628K -$376K -7,557 -38%

BRTR Hedge Fund Activity: Q2 2025 in Review

34 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q2 2025, worth a combined $190M — up 16% from $165M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BRTR positions and 2 closed out — a net gain of 4 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Wetzel Investment Advisors, opening a new position worth an estimated $9.33M. The largest seller was BlackRock, cutting an estimated $3.23M.

  • 34 institutional investors held BlackRock Total Return ETF (BRTR) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $190M of BlackRock Total Return ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 6 funds opened new BlackRock Total Return ETF positions in Q2 2025 and 2 closed out, a net change of +4 holders.
  • The largest BlackRock Total Return ETF buyer in Q2 2025 was Wetzel Investment Advisors, an estimated $9.33M added.
  • The largest BlackRock Total Return ETF seller in Q2 2025 was BlackRock, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2025.