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BondBloxx BBB Rated 5-10 Year Corporate Bond ETF

22 hedge funds and large institutions have $67.8M invested in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

29% more funds holding

Funds holding: 1722 (+5)

6% more capital invested

Capital invested by funds: $64.1M → $67.8M (+$3.72M)

44% less ownership

Funds ownership: 87.92%43.92% (-44%)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1
Atwood & Palmer
Missouri
$39.6M +$976K +18,755 +2%
BIG
2
Brookwood Investment Group
Arizona
$5.79M +$5.86M +112,565 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.83M +$353K +6,792 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.21M +$1.64M +31,484 +102%
FIA
5
Foundations Investment Advisors
Arizona
$3.02M +$3.05M +58,640 New
Jane Street
6
Jane Street
New York
$2.49M +$836K +16,061 +50%
P
7
&Partners
Tennessee
$2.15M +$2.16M +41,611 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.3M +$389K +7,484 +42%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.27M +$920K +17,685 +252%
PUI
10
Purpose Unlimited Inc
$1.07M +$1.08M +20,849 New
SAI
11
Savvy Advisors Inc
New York
$885K +$895K +17,207 New
HA
12
Herold Advisors
New York
$830K +$839K +16,130 New
MOS
13
MGO One Seven
Ohio
$670K +$32.5K +625 +5%
Financial Engines Advisors
14
Financial Engines Advisors
California
$404K
FIM
15
Freedom Investment Management
Connecticut
$304K -$3.28K -63 -1%
SAFS
16
S&A Financial Services
Kansas
$235K +$238K +4,574 New
Citadel Advisors
17
Citadel Advisors
Florida
$214K +$7.08K +136 +3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$197K +$24.8K +476 +14%
AWM
19
AE Wealth Management
Kansas
$162K +$16.9K +324 +11%
AIC
20
Archer Investment Corporation
Indiana
$97K -$26K -500 -21%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$10.8K -$9.47K -182 -46%
Morgan Stanley
22
Morgan Stanley
New York
$5.66K -$2.81K -54 -33%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
-$14.7M -282,655 Closed

BBBI Hedge Fund Activity: Q1 2026 in Review

22 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) for Q1 2026, worth a combined $67.8M — up 5.8% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BBBI positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Brookwood Investment Group, opening a new position worth an estimated $5.86M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $14.7M sold.

  • 22 institutional investors held BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) as of Q1 2026, up from 17 in Q4 2025.
  • Funds reported $67.8M of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF stock for Q1 2026, up 5.8% quarter-over-quarter.
  • 7 funds opened new BondBloxx BBB Rated 5-10 Year Corporate Bond ETF positions in Q1 2026 and 1 closed out, a net change of +6 holders.
  • The largest BondBloxx BBB Rated 5-10 Year Corporate Bond ETF buyer in Q1 2026 was Brookwood Investment Group, an estimated $5.86M added.
  • The largest BondBloxx BBB Rated 5-10 Year Corporate Bond ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2026.