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BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI

17 hedge funds and large institutions have $64.1M invested in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

42% more funds holding

Funds holding: 12 → 17 (+5)

38% more capital invested

Capital invested by funds: $46.4M → $64.1M (+$17.6M)

0.86% less ownership

Funds ownership: 88.78% → 87.92% (-0.86%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$14.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.61M
4
AP
Atwood & Palmer
Missouri
+$1.27M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$932K

Top Sellers

Rank Fund Capital Flow
1
TCPG
Trivant Custom Portfolio Group
California
-$3.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
3
Jane Street
Jane Street
New York
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1
Atwood & Palmer
Missouri
$39.1M +$1.27M +24,248 +3%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$14.7M +$14.8M +282,655 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.52M +$3.53M +67,701 New
Jane Street
4
Jane Street
New York
$1.68M -$386K -7,396 -19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.61M +$1.61M +30,881 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$929K +$932K +17,847 New
MOS
7
MGO One Seven
Ohio
$645K +$43.7K +837 +7%
Financial Engines Advisors
8
Financial Engines Advisors
California
$409K – – –
MML Investors Services
9
MML Investors Services
Massachusetts
$365K +$366K +7,015 New
FIM
10
Freedom Investment Management
Connecticut
$311K +$5.06K +97 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$209K -$1.11M -21,235 -84%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$175K +$73.8K +1,413 +73%
AWM
13
AE Wealth Management
Kansas
$147K +$147K +2,823 +31,367%
AIC
14
Archer Investment Corporation
Indiana
$124K +$11.1K +213 +10%
GRP
15
Global Retirement Partners
California
$57.2K +$30.7K +588 +115%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$20.4K +$20.5K +392 New
Morgan Stanley
17
Morgan Stanley
New York
$8.53K +$2.82K +54 +49%
TCPG
18
Trivant Custom Portfolio Group
California
– -$3.4M -65,060 Closed

BBBI Hedge Fund Activity: Q4 2025 in Review

17 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) for Q4 2025, worth a combined $64.1M — up 38% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BBBI positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $14.8M. The largest seller was Trivant Custom Portfolio Group, exiting entirely with an estimated $3.4M sold.

  • 17 institutional investors held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) as of Q4 2025, up from 12 in Q3 2025.
  • Funds reported $64.1M of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF stock for Q4 2025, up 38% quarter-over-quarter.
  • 6 funds opened new BondBloxx BBB Rated 5-10 Year Corporate Bond ETF positions in Q4 2025 and 1 closed out, a net change of +5 holders.
  • The largest BondBloxx BBB Rated 5-10 Year Corporate Bond ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $14.8M added.
  • The largest BondBloxx BBB Rated 5-10 Year Corporate Bond ETF seller in Q4 2025 was Trivant Custom Portfolio Group, an estimated $3.4M sold.

Based on aggregated 13F filings for Q4 2025.