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BondBloxx BBB Rated 5-10 Year Corporate Bond ETF

12 hedge funds and large institutions have $46.4M invested in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

0% more funds holding

Funds holding: 1212 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less capital invested

Capital invested by funds: $48.2M → $46.4M (-$1.76M)

9.64% less ownership

Funds ownership: 98.42%88.78% (-9.6%)

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Atwood & Palmer
Missouri
$38.1M +$840K +16,247 +2%
TCPG
2
Trivant Custom Portfolio Group
California
$3.4M +$1.09K +21 +0%
Jane Street
3
Jane Street
New York
$2.08M +$617K +11,932 +43%
Citadel Advisors
4
Citadel Advisors
Florida
$1.32M -$1.12M -21,745 -46%
MOS
5
MGO One Seven
Ohio
$605K +$598K +11,558 New
Financial Engines Advisors
6
Financial Engines Advisors
California
$411K
FIM
7
Freedom Investment Management
Connecticut
$307K -$1.53M -29,583 -83%
AIC
8
Archer Investment Corporation
Indiana
$114K +$19.7K +380 +21%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$102K +$26.6K +514 +36%
GRP
10
Global Retirement Partners
California
$26.7K +$2.9K +56 +12%
Morgan Stanley
11
Morgan Stanley
New York
$5.75K +$5.69K +110 New
AWM
12
AE Wealth Management
Kansas
$471 +$465 +9 New
Goldman Sachs
13
Goldman Sachs
New York
-$1.86M -36,035 Closed
Bank of America
14
Bank of America
North Carolina
-$29.6K -575 Closed
UBS Group
15
UBS Group
Switzerland
-$4.64K -90 Closed

BBBI Hedge Fund Activity: Q3 2025 in Review

12 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) for Q3 2025, worth a combined $46.4M — down 3.6% from $48.2M a quarter earlier.

Fund positioning in BBBI was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 2 trimmed.

The largest buyer was Atwood & Palmer, adding an estimated $840K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.86M sold.

  • 12 institutional investors held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $46.4M of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF stock for Q3 2025, down 3.6% quarter-over-quarter.
  • 3 funds opened new BondBloxx BBB Rated 5-10 Year Corporate Bond ETF positions in Q3 2025 and 3 closed out, a net change of 0 holders.
  • The largest BondBloxx BBB Rated 5-10 Year Corporate Bond ETF buyer in Q3 2025 was Atwood & Palmer, an estimated $840K added.
  • The largest BondBloxx BBB Rated 5-10 Year Corporate Bond ETF seller in Q3 2025 was Goldman Sachs, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2025.