BlackRock ETF Trust II iShares Total Return Active ETF (BRTR)
ETF ยท Nasdaq
BlackRock ETF Trust II iShares Total Return Active ETF (BRTR) is an exchange-traded fund listed on Nasdaq, where it has traded since December 12, 2023.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- December 12, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 72 institutions reported holding BRTR, with 21.1 million shares worth $1.1 billion in aggregate. The largest reported holder was Dynasty Wealth Management, with 4.9 million shares worth $244.5 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Dynasty Wealth Management | 4,858,060 | $244M | Added 20.64% |
| JPMorgan Chase | 3,474,045 | $176M | Added 23.76% |
| Sagespring Wealth Partners | 2,363,407 | $119M | Added 20.54% |
| Openarc Corporate Advisory | 1,735,603 | $87M | Added 19.97% |
| Newedge Advisors | 1,691,938 | $85M | Added 1505.65% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is BRTR?
BlackRock ETF Trust II iShares Total Return Active ETF (BRTR) is an exchange-traded fund listed on Nasdaq, where it has traded since December 12, 2023.
Who are the largest institutional holders of BRTR?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BRTR were Dynasty Wealth Management, JPMorgan Chase and Sagespring Wealth Partners.
How many institutions own BRTR?
72 institutions reported a position in BRTR for the quarter ended June 30, 2026, worth $1.1 billion in total.
Did institutions buy or sell BRTR last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for BRTR.
Every reported institutional holder, plus insider and congressional trades in BRTR, on SentiSense.