BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
12 hedge funds and large institutions have $48.2M invested in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
418% more capital invested
Capital invested by funds: $9.31M → $48.2M (+$38.9M)
140% more funds holding
Funds holding: 5 → 12 (+7)
25.2% more ownership
Funds ownership: 73.22% → 98.42% (+25%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$35.9M |
| 2 |
Goldman Sachs
New York
|
+$1.82M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.79M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$396K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$72.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
-$941K |
| 2 |
Jane Street
New York
|
-$847K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$287K |
| 4 |
TCPG
Trivant Custom Portfolio Group
San Diego,
California
|
-$18.7K |
| 5 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$6.56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
1
Atwood & Palmer
Kansas City,
Missouri
| $36.7M | +$35.9M | +711,570 | New |
|
|
TCPG
2
Trivant Custom Portfolio Group
San Diego,
California
| $3.35M | -$18.7K | -371 | -0.6% |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.42M | -$287K | -5,696 | -11% |
|
|
4
Goldman Sachs
New York
| $1.86M | +$1.82M | +36,035 | New |
|
|
FIM
5
Freedom Investment Management
Hartford,
Connecticut
| $1.83M | +$1.79M | +35,458 | New |
|
|
6
Jane Street
New York
| $1.43M | -$847K | -16,789 | -38% |
|
|
7
Financial Engines Advisors
Santa Clara,
California
| $405K | +$396K | +7,850 | New |
|
|
AIC
8
Archer Investment Corporation
Carmel,
Indiana
| $92.4K | -$6.56K | -130 | -7% |
|
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $74K | +$72.2K | +1,432 | New |
|
10
Bank of America
Charlotte,
North Carolina
| $29.6K | +$29K | +575 | New |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $23.5K | +$23K | +455 | New |
|
12
UBS Group
Zurich,
Switzerland
| $4.64K | +$4.54K | +90 | New |
|
|
CCM
13
Crew Capital Management
Cincinnati,
Ohio
| – | -$941K | -18,502 | Closed |
|
BBBI Hedge Fund Activity: Q2 2025 in Review
12 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) for Q2 2025, worth a combined $48.2M — up 418% from $9.31M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BBBI positions and 1 closed out — a net gain of 7 holders — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Atwood & Palmer, opening a new position worth an estimated $35.9M. The largest seller was Crew Capital Management, exiting entirely with an estimated $941K sold.
- 12 institutional investors held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) as of Q2 2025, up from 5 in Q1 2025.
- Funds reported $48.2M of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF stock for Q2 2025, up 418% quarter-over-quarter.
- 8 funds opened new BondBloxx BBB Rated 5-10 Year Corporate Bond ETF positions in Q2 2025 and 1 closed out, a net change of +7 holders.
- The largest BondBloxx BBB Rated 5-10 Year Corporate Bond ETF buyer in Q2 2025 was Atwood & Palmer, an estimated $35.9M added.
- The largest BondBloxx BBB Rated 5-10 Year Corporate Bond ETF seller in Q2 2025 was Crew Capital Management, an estimated $941K sold.
Based on aggregated 13F filings for Q2 2025.