Who Owns BRTR?
iShares Total Return Active ETF — Institutional Ownership & 13F Holdings
$50.53
+0.08 (+0.16%)
Market Cap
$260.5M
Shares Outstanding
5,110,026
Institutional Holders
31
Total Inst. Value
$160.2M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
19
Closed Positions
2
Increased
6
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $50.4M | 1,000,000 |
| 2 | Weil Company, Inc. | $29.5M | 586,067 |
| 3 | JPMORGAN CHASE & CO | $15.6M | 308,805 |
| 4 | CFS Investment Advisory Services, LLCNew | $14.8M | 292,941 |
| 5 | Forthright Family Wealth Advisory LLC | $13.6M | 270,343 |
| 6 | RAYMOND JAMES FINANCIAL INC | $6.4M | 127,296 |
| 7 | SWP FINANCIAL LLCNew | $6.4M | 126,196 |
| 8 | Spectrum Planning & Advisory Services Inc.New | $5.5M | 110,089 |
| 9 | Integrated Wealth Concepts LLCNew | $5.0M | 99,277 |
| 10 | Keystone Financial Group, Inc.New | $2.4M | 47,855 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Weil Company, Inc. | +294K | $29.5M |
| JPMORGAN CHASE & CO | +36K | $15.6M |
| CFS Investment Advisory Services, LLCNew | +293K | $14.8M |
| Forthright Family Wealth Advisory LLC | +4K | $13.6M |
| RAYMOND JAMES FINANCIAL INC | +123K | $6.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -30K | $664K |
| JONES FINANCIAL COMPANIES LLLP | -8K | $9K |
| CITADEL ADVISORS LLC | -7K | $1K |
| MML INVESTORS SERVICES, LLC | -57 | $226K |
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Frequently Asked Questions
How many institutional investors hold BRTR?
As of Q1 2025, 31 institutional investors report holding BRTR (iShares Total Return Active ETF) in their 13F filings.
Which hedge fund owns the most BRTR?
The largest institutional holder of BRTR is BlackRock, Inc. with $50.4M in shares.
Are institutions buying or selling BRTR?
This quarter, 19 institutions opened new positions in BRTR and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.