Ethos Financial Group LLC Has $4.40 Million Stock Holdings in iShares Total Return Active ETF $BRTR

Ethos Financial Group LLC raised its holdings in iShares Total Return Active ETF (NASDAQ:BRTR) by 92.5% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 87,712 shares of the company’s stock after acquiring an additional 42,141 shares during the quarter. Ethos Financial Group LLC’s holdings in iShares Total Return Active ETF were worth $4,402,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of BRTR. Ameriflex Group Inc. bought a new position in iShares Total Return Active ETF during the fourth quarter worth $51,000. Farther Finance Advisors LLC increased its stake in iShares Total Return Active ETF by 6,507.1% in the fourth quarter. Farther Finance Advisors LLC now owns 2,775 shares of the company’s stock valued at $141,000 after purchasing an additional 2,733 shares in the last quarter. Greatmark Investment Partners Inc. increased its stake in iShares Total Return Active ETF by 69.9% in the fourth quarter. Greatmark Investment Partners Inc. now owns 6,865 shares of the company’s stock valued at $349,000 after purchasing an additional 2,825 shares in the last quarter. Flow Traders U.S. LLC raised its holdings in shares of iShares Total Return Active ETF by 186.4% during the third quarter. Flow Traders U.S. LLC now owns 54,422 shares of the company’s stock valued at $2,775,000 after purchasing an additional 35,420 shares during the period. Finally, Arkadios Wealth Advisors acquired a new position in shares of iShares Total Return Active ETF during the fourth quarter valued at about $4,109,000.

iShares Total Return Active ETF Stock Performance

Shares of NASDAQ:BRTR opened at $49.77 on Wednesday. The business’s 50 day simple moving average is $50.09 and its two-hundred day simple moving average is $50.51. The firm has a market cap of $721.66 million, a P/E ratio of 22.72 and a beta of 0.16. iShares Total Return Active ETF has a 52-week low of $49.50 and a 52-week high of $51.68.

iShares Total Return Active ETF Increases Dividend

The business also recently declared a dividend, which was paid on Tuesday, July 7th. Investors of record on Wednesday, July 1st were given a $0.1914 dividend. The ex-dividend date of this dividend was Wednesday, July 1st. This is an increase from iShares Total Return Active ETF’s previous dividend of $0.19.

iShares Total Return Active ETF Profile

The iShares Total Return Active ETF (BRTR) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed ETF that broadly invests in corporate and government fixed income securities from around the world. Securities could be of any maturity while limiting investments in junk bonds to 20%. BRTR was launched on Dec 12, 2023 and is issued by BlackRock.