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BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS

34 hedge funds and large institutions have $124M invested in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

42% more capital invested

Capital invested by funds: $87.1M → $124M (+$36.6M)

31% more funds holding

Funds holding: 26 → 34 (+8)

22.89% more ownership

Funds ownership: 48.84% → 71.74% (+23%)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
10
Increased
17
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$15.9M
2
GI
Gradient Investments
Minnesota
+$4.86M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.36M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.52M
5
SSWM
Strait & Sound Wealth Management
California
+$728K

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$6.44M
2
CP
Castleview Partners
Texas
-$604K
3
IA
Inspire Advisors
Idaho
-$35K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$361
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$333K +$130K +2,528 +64%
EWS
27
Evergreen Wealth Solutions
Pennsylvania
$296K +$297K +5,754 New
NRG
28
Nemes Rush Group
Michigan
$131K – – –
GRP
29
Global Retirement Partners
California
$116K +$48.2K +935 +71%
Osaic Holdings
30
Osaic Holdings
Arizona
$22.4K +$7.58K +147 +51%
AF
31
Allworth Financial
California
$5.97K – – –
IA
32
IFP Advisors
Florida
$2.57K +$2.58K +50 New
Morgan Stanley
33
Morgan Stanley
New York
$2.52K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$398 -$361 -7 -47%
Lido Advisors
35
Lido Advisors
California
– -$6.44M -124,591 Closed
1
2

BBBS Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) for Q4 2025, worth a combined $124M — up 42% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BBBS positions and 1 closed out — a net gain of 9 holders — while 17 added to existing stakes and 3 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $15.9M. The largest seller was Lido Advisors, exiting entirely with an estimated $6.44M sold.

  • 34 institutional investors held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) as of Q4 2025, up from 26 in Q3 2025.
  • Funds reported $124M of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF stock for Q4 2025, up 42% quarter-over-quarter.
  • 10 funds opened new BondBloxx BBB Rated 1-5 Year Corporate Bond ETF positions in Q4 2025 and 1 closed out, a net change of +9 holders.
  • The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $15.9M added.
  • The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF seller in Q4 2025 was Lido Advisors, an estimated $6.44M sold.

Based on aggregated 13F filings for Q4 2025.