ISHARES TOTAL RETURN ACT ETF (BRTR) Institutional Ownership and Insiders Activity
ISHARES TOTAL RETURN ACT ETF (BRTR) is widely held by institutional investors, with 74 firms reporting positions valued at approximately $1.06B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Dynasty Wealth Management, Llc is the largest disclosed holder, reporting approximately $244.48M in BRTR holdings in its latest filing.
Institutional Holders
74
Total Reported Value
$1.06B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$244.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
6
Top Institutional Owners
View allInvestorReported Balance
- Dynasty Wealth Management, Llc$244.48M
- Jpmorgan Chase & Co$175.54M
- Sagespring Wealth Partners, Llc$118.94M
- Openarc Corporate Advisory, Llc$87.34M
- Newedge Advisors, Llc$85.15M