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BlackRock Total Return ETF

55 hedge funds and large institutions have $665M invested in BlackRock Total Return ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
SWP
2
Sagespring Wealth Partners
Tennessee
$119M
OCA
3
OpenArc Corporate Advisory
Georgia
$67M
DWM
4
Dynasty Wealth Management
Florida
$59.8M
Bank of America
5
Bank of America
North Carolina
$33.3M
WC
6
Weil Company
California
$32.2M
PFPG
7
Pinnacle Financial Partners (Georgia)
Georgia
$23.3M
CWA
8
Centerline Wealth Advisors
Kentucky
$14.3M
CIAS
9
CFS Investment Advisory Services
New Jersey
$14.2M
FFWA
10
Forthright Family Wealth Advisory
Texas
$13M
MHC
11
May Hill Capital
Massachusetts
$11.3M
WIA
12
Wetzel Investment Advisors
Indiana
$10.7M
RBWA
13
RFG - Bristol Wealth Advisors
Massachusetts
$9.98M
UW
14
Unique Wealth
Florida
$9.68M
Raymond James Financial
15
Raymond James Financial
Florida
$8.4M
NA
16
NewEdge Advisors
Louisiana
$7.35M
VT
17
Vise Technologies
New York
$7.32M
CWP
18
Cyndeo Wealth Partners
Florida
$6.77M
SF
19
SWP Financial
California
$5.22M
SPAS
20
Spectrum Planning & Advisory Services
California
$5.02M
AWA
21
Arkadios Wealth Advisors
Georgia
$4.11M
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.92M
KFGG
23
Keystone Financial Group (Georgia)
Georgia
$3.79M
IWC
24
Integrated Wealth Concepts
Massachusetts
$3.26M
EFG
25
Ethos Financial Group
Pennsylvania
$2.31M