BRTR

Ishares Total Return Act ETF

+$158.2M

Net Activity

Institutions Holding

65

Popularity Rank

#5382

Avg Weight

0.64%

Total Value

$817.9M

Ownership Trend

65 institutions currently hold BRTR, with 45 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

45

Key Holders

Key Holders

Top 5 by Value

DW
Dynasty Wealth Management, LLC
$202.1M
JC
Jpmorgan Chase & Co
$140.5M
SW
Sagespring Wealth Partners, LLC
$98.4M
OC
OpenArc Corporate Advisory, LLC
$72.6M
BO
Bank Of America CORP /de/
$38.6M

Top 5 by Conviction

WC
Weil Company, Inc.
7.14%
WI
Wetzel Investment Advisors, INC.
4.48%
CW
Centerline Wealth Advisors, LLC
3.10%
R-
RFG - Bristol Wealth Advisors, LLC
2.98%
SF
Swp Financial LLC
2.70%
View all 65 holding institutions

Quarterly Activity

Recent Activity

+$501.1M

Total Buy Value

$390.4M

Total Sell Value

New buy14
Trim18
Add31
Sold out4

45

Net Buyers

22

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES TOTAL RETURN ACT ETF (BRTR)?
Major stakeholders currently include Dynasty Wealth Management, LLC ($202.1M), Jpmorgan Chase & Co ($140.5M), Sagespring Wealth Partners, LLC ($98.4M). Based on the latest 13F filings, there are a total of 65 tracked investment funds and institutions maintaining positions in BRTR.
What is the overall institutional sentiment toward BRTR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $158.2M, driven by 45 managers accumulating shares while 22 reduced their exposure.
Which institutions have been selling or reducing their BRTR positions?
In the latest period, 18 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $390.4M.
Are there any notable investors adding BRTR to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 31 existing holders added to their shares. The total reported buy value for the quarter amounted to $501.1M.

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