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BondBloxx BBB Rated 1-5 Year Corporate Bond ETF

24 hedge funds and large institutions have $109M invested in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

60% more funds holding

Funds holding: 1524 (+9)

59% more capital invested

Capital invested by funds: $68.9M → $109M (+$40.5M)

12.85% more ownership

Funds ownership: 67.45%80.3% (+13%)

Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$40.3M +$2.15M +42,190 +6%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$25.3M +$25.1M +492,344 New
Jane Street
3
Jane Street
New York
$6.46M +$4.26M +83,625 +199%
ECM
4
Exchange Capital Management
Michigan
$6.09M +$2.33M +45,855 +63%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.69M +$371K +7,300 +7%
MFS
6
Mattson Financial Services
Michigan
$4.55M +$169K +3,321 +4%
SSWM
7
Strait & Sound Wealth Management
California
$4.34M +$761K +14,963 +22%
BFA
8
Brown Financial Advisors
Ohio
$2.74M -$59.9K -1,177 -2%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.28M +$973K +19,115 +76%
FTUS
10
Flow Traders U.S.
New York
$2.11M +$2.08M +40,971 New
FW
11
FullCircle Wealth
Texas
$1.95M +$165K +3,248 +9%
DPI
12
Diversified Portfolios Inc
Michigan
$1.6M +$425K +8,348 +37%
FIA
13
Foundations Investment Advisors
Arizona
$1.45M +$101K +1,976 +8%
PW
14
Paladin Wealth
Minnesota
$1.41M +$172K +3,387 +14%
Citadel Advisors
15
Citadel Advisors
Florida
$1.02M +$1.01M +19,789 New
Stifel Financial
16
Stifel Financial
Missouri
$904K +$895K +17,589 New
GFG
17
Grantvest Financial Group
New Jersey
$647K +$356K +6,995 +125%
IA
18
Inspire Advisors
Idaho
$386K +$382K +7,514 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$73K +$72.3K +1,421 New
GRP
20
Global Retirement Partners
California
$42.6K +$42.2K +829 New
AF
21
Allworth Financial
California
$14.1K +$14K +275 New
UBS Group
22
UBS Group
Switzerland
$5.14K +$5.09K +100 New
Morgan Stanley
23
Morgan Stanley
New York
$2.52K +$2.49K +49 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$998 +$967 +19 New
CCM
25
Crew Capital Management
Ohio
-$807K -15,807 Closed

BBBS Hedge Fund Activity: Q2 2025 in Review

24 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) for Q2 2025, worth a combined $109M — up 59% from $68.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBBS positions and 1 closed out — a net gain of 10 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $25.1M. The largest seller was Crew Capital Management, exiting entirely with an estimated $807K sold.

  • 24 institutional investors held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) as of Q2 2025, up from 15 in Q1 2025.
  • Funds reported $109M of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF stock for Q2 2025, up 59% quarter-over-quarter.
  • 11 funds opened new BondBloxx BBB Rated 1-5 Year Corporate Bond ETF positions in Q2 2025 and 1 closed out, a net change of +10 holders.
  • The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $25.1M added.
  • The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF seller in Q2 2025 was Crew Capital Management, an estimated $807K sold.

Based on aggregated 13F filings for Q2 2025.