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BlackRock Total Return ETF

56 hedge funds and large institutions have $663M invested in BlackRock Total Return ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

216% more capital invested

Capital invested by funds: $210M → $663M (+$453M)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

51.48% more ownership

Funds ownership: 79.73%131.22% (+51%)

33% more funds holding

Funds holding: 4256 (+14)

Holders
56
Holders Change
+14
Holders Change %
+33.33%
% of All Funds
0.68%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
20
Increased
27
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$164M +$154M +3,018,219 +1,406%
SWP
2
Sagespring Wealth Partners
Tennessee
$119M +$120M +2,352,265 New
OCA
3
OpenArc Corporate Advisory
Georgia
$67M +$67.4M +1,319,741 New
DWM
4
Dynasty Wealth Management
Florida
$59.8M +$60.2M +1,178,554 New
Bank of America
5
Bank of America
North Carolina
$33.3M +$6.64M +130,117 +25%
WC
6
Weil Company
California
$32.2M -$1.14M -22,242 -3%
PFPG
7
Pinnacle Financial Partners (Georgia)
Georgia
$23.3M +$23.4M +458,527 New
CWA
8
Centerline Wealth Advisors
Kentucky
$14.3M +$14.4M +281,455 New
CIAS
9
CFS Investment Advisory Services
New Jersey
$14.2M +$319K +6,251 +2%
FFWA
10
Forthright Family Wealth Advisory
Texas
$13M +$239K +4,680 +2%
WIA
11
Wetzel Investment Advisors
Indiana
$10.7M +$402K +7,878 +4%
RBWA
12
RFG - Bristol Wealth Advisors
Massachusetts
$9.98M +$377K +7,390 +4%
UW
13
Unique Wealth
Florida
$9.68M +$9.73M +190,591 New
Raymond James Financial
14
Raymond James Financial
Florida
$8.4M +$1.73M +33,806 +26%
NA
15
NewEdge Advisors
Louisiana
$7.35M +$1.63M +31,847 +28%
VT
16
Vise Technologies
New York
$7.32M +$1.65M +32,325 +29%
CWP
17
Cyndeo Wealth Partners
Florida
$6.77M +$6.8M +133,293 New
MHC
18
May Hill Capital
Massachusetts
$5.63M +$1.27M +24,788 +29%
SF
19
SWP Financial
California
$5.22M +$120K +2,355 +2%
SPAS
20
Spectrum Planning & Advisory Services
California
$5.02M -$426K -8,344 -8%
AWA
21
Arkadios Wealth Advisors
Georgia
$4.11M +$4.13M +80,917 New
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.92M +$931K +18,240 +31%
KFGG
23
Keystone Financial Group (Georgia)
Georgia
$3.79M +$25.3K +496 +0.7%
IWC
24
Integrated Wealth Concepts
Massachusetts
$3.26M +$95.9K +1,879 +3%
CWM
25
Contango Wealth Management
California
$3.2M +$3.22M +63,073 New

BRTR Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q4 2025, worth a combined $663M — up 216% from $210M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BRTR positions and 5 closed out — a net gain of 15 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was BlackRock, exiting entirely with an estimated $5.61M sold.

  • 56 institutional investors held BlackRock Total Return ETF (BRTR) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $663M of BlackRock Total Return ETF stock for Q4 2025, up 216% quarter-over-quarter.
  • 20 funds opened new BlackRock Total Return ETF positions in Q4 2025 and 5 closed out, a net change of +15 holders.
  • The largest BlackRock Total Return ETF buyer in Q4 2025 was JP Morgan Chase, an estimated $154M added.
  • The largest BlackRock Total Return ETF seller in Q4 2025 was BlackRock, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2025.