Welcome to our dedicated page for iShares Total Return Active ETF SEC filings (Ticker: BRTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on iShares Total Return Active ETF's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into iShares Total Return Active ETF's regulatory disclosures and financial reporting.
BlackRock Portfolio Management LLC has filed Amendment No. 1 to Schedule 13G for the iShares High Yield Active ETF (CUSIP 092528868, symbol BRTR per metadata). The filing, dated 30 June 2025, discloses that the reporting entity beneficially owns 1,000,000 common shares, equal to 87.0 % of the fund’s outstanding shares. BlackRock holds both sole voting and sole dispositive power over the entire position, with no shared voting or disposal authority.
The ownership is reported under Rule 13d-1(b) as a holding company (HC). The stake is held in the ordinary course of business and is not intended to influence control of the issuer. The filing also notes that another BlackRock affiliate—BlackRock Financial Management, Inc. — has the right to receive dividends on more than 5 % of the class.
Implications for investors:
- BlackRock’s large seed position can enhance initial liquidity and market making for the ETF, aligning the sponsor’s interests with external holders.
- Conversely, public float is only about 13 %, meaning trading volumes and price discovery may rely heavily on BlackRock’s activity; redemptions by BlackRock could increase volatility.
BlackRock ETF Trust II iShares Total Return Active ETF (BRTR) submitted a Form CERT on 24-Jun-2025. The disclosure only confirms the certification filing, its acceptance timestamp (2025-06-24T16:47:48Z), and that the full document is available as a PDF. No financial statements, earnings figures, transactions, or operational details are contained in the text provided.