BlackRock Total Return ETF
BRTR
66 hedge funds and large institutions have $828M invested in BlackRock Total Return ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
78% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 18
25% more capital invested
Capital invested by funds: $663M → $828M (+$165M)
18% more funds holding
Funds holding: 56 → 66 (+10)
13.49% more ownership
Funds ownership: 131.22% → 144.71% (+13%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$145M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$28.1M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$9.96M |
| 4 |
Goldman Sachs
New York
|
+$8.09M |
| 5 |
SLP
Storen Legacy Partners
Zionsville,
Indiana
|
+$8.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$21.7M |
| 2 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
-$19.9M |
| 3 |
FFWA
Forthright Family Wealth Advisory
Houston,
Texas
|
-$13M |
| 4 |
CWA
Centerline Wealth Advisors
Louisville,
Kentucky
|
-$5.58M |
| 5 |
KFGG
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
-$2.99M |
BRTR Hedge Fund Activity: Q1 2026 in Review
66 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Total Return ETF (BRTR) for Q1 2026, worth a combined $828M — up 25% from $663M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BRTR positions and 4 closed out — a net gain of 10 holders — while 32 added to existing stakes and 18 trimmed.
The largest buyer was Dynasty Wealth Management, adding an estimated $145M. The largest seller was JP Morgan Chase, cutting an estimated $21.7M.
- 66 institutional investors held BlackRock Total Return ETF (BRTR) as of Q1 2026, up from 56 in Q4 2025.
- Funds reported $828M of BlackRock Total Return ETF stock for Q1 2026, up 25% quarter-over-quarter.
- 14 funds opened new BlackRock Total Return ETF positions in Q1 2026 and 4 closed out, a net change of +10 holders.
- The largest BlackRock Total Return ETF buyer in Q1 2026 was Dynasty Wealth Management, an estimated $145M added.
- The largest BlackRock Total Return ETF seller in Q1 2026 was JP Morgan Chase, an estimated $21.7M sold.
Based on aggregated 13F filings for Q1 2026.