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BlackRock Total Return ETF

42 hedge funds and large institutions have $210M invested in BlackRock Total Return ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

24% more funds holding

Funds holding: 3442 (+8)

10% more capital invested

Capital invested by funds: $190M → $210M (+$19.2M)

5.86% less ownership

Funds ownership: 85.59%79.73% (-5.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
9
Increased
19
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1
Weil Company
California
$33.5M +$497K +9,845 +2%
Bank of America
2
Bank of America
North Carolina
$26.8M +$24.4M +483,801 +1,171%
CIAS
3
CFS Investment Advisory Services
New Jersey
$14.1M -$1.38M -27,370 -9%
FFWA
4
Forthright Family Wealth Advisory
Texas
$12.8M -$786K -15,564 -6%
SF
5
Synovus Financial
Georgia
$12.8M +$6.09M +120,653 +93%
JP Morgan Chase
6
JP Morgan Chase
New York
$10.9M -$3.4M -67,320 -24%
WIA
7
Wetzel Investment Advisors
Indiana
$10.3M +$749K +14,832 +8%
RBWA
8
RFG - Bristol Wealth Advisors
Massachusetts
$9.65M +$9.55M +189,199 New
Goldman Sachs
9
Goldman Sachs
New York
$6.8M +$6.37M +126,205 +1,768%
Raymond James Financial
10
Raymond James Financial
Florida
$6.71M +$376K +7,455 +6%
NA
11
NewEdge Advisors
Louisiana
$5.76M +$5.7M +112,933 New
VT
12
Vise Technologies
New York
$5.7M +$5.65M +111,827 New
BlackRock
13
BlackRock
New York
$5.61M -$41.7M -825,000 -88%
SPAS
14
Spectrum Planning & Advisory Services
California
$5.47M -$293K -5,812 -5%
SF
15
SWP Financial
California
$5.12M -$81.7K -1,617 -2%
Jane Street
16
Jane Street
New York
$4.49M +$1.74M +34,553 +65%
MHC
17
May Hill Capital
Massachusetts
$4.39M +$739K +14,636 +20%
KFGG
18
Keystone Financial Group (Georgia)
Georgia
$3.78M +$297K +5,881 +9%
IWC
19
Integrated Wealth Concepts
Massachusetts
$3.18M -$1.8M -35,588 -36%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$3M -$141K -2,800 -5%
FTUS
21
Flow Traders U.S.
New York
$2.77M +$1.79M +35,420 +186%
TMWM
22
Taylor & Morgan Wealth Management
Michigan
$2.29M -$31K -613 -1%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$2.2M +$82.2K +1,627 +4%
LWM
24
Lionsbridge Wealth Management
Florida
$1.77M -$72.8K -1,442 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.7M +$31.6K +625 +2%

BRTR Hedge Fund Activity: Q3 2025 in Review

42 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q3 2025, worth a combined $210M — up 10% from $190M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BRTR positions and 1 closed out — a net gain of 8 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $24.4M. The largest seller was BlackRock, cutting an estimated $41.7M.

  • 42 institutional investors held BlackRock Total Return ETF (BRTR) as of Q3 2025, up from 34 in Q2 2025.
  • Funds reported $210M of BlackRock Total Return ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 9 funds opened new BlackRock Total Return ETF positions in Q3 2025 and 1 closed out, a net change of +8 holders.
  • The largest BlackRock Total Return ETF buyer in Q3 2025 was Bank of America, an estimated $24.4M added.
  • The largest BlackRock Total Return ETF seller in Q3 2025 was BlackRock, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2025.