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BondBloxx BBB Rated 1-5 Year Corporate Bond ETF

26 hedge funds and large institutions have $87.1M invested in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

8% more funds holding

Funds holding: 2426 (+2)

20% less capital invested

Capital invested by funds: $109M → $87.1M (-$22.3M)

31.46% less ownership

Funds ownership: 80.3%48.84% (-31%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
14
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$43.3M +$2.76M +53,728 +7%
BCI
2
Brinker Capital Investments
Pennsylvania
$7.92M +$5.6M +108,921 +246%
Lido Advisors
3
Lido Advisors
California
$6.44M +$6.41M +124,591 New
SSWM
4
Strait & Sound Wealth Management
California
$4.9M +$529K +10,291 +12%
MFS
5
Mattson Financial Services
Michigan
$4.78M +$197K +3,822 +4%
Stifel Financial
6
Stifel Financial
Missouri
$4.37M +$3.44M +66,936 +381%
BFA
7
Brown Financial Advisors
Ohio
$2.89M +$126K +2,458 +5%
DPI
8
Diversified Portfolios Inc
Michigan
$1.86M +$247K +4,799 +15%
Citadel Advisors
9
Citadel Advisors
Florida
$1.71M +$684K +13,293 +67%
PW
10
Paladin Wealth
Minnesota
$1.61M +$187K +3,642 +13%
FW
11
FullCircle Wealth
Texas
$1.58M -$375K -7,293 -19%
FIA
12
Foundations Investment Advisors
Arizona
$1.53M +$77.7K +1,511 +5%
CP
13
Castleview Partners
Texas
$1.04M +$1.03M +20,106 New
Jane Street
14
Jane Street
New York
$870K -$5.59M -108,752 -87%
GFG
15
Grantvest Financial Group
New Jersey
$676K +$25.1K +488 +4%
IA
16
Inspire Advisors
Idaho
$547K +$158K +3,072 +41%
FTUS
17
Flow Traders U.S.
New York
$295K -$1.81M -35,274 -86%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$214K -$5.48M -106,554 -96%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$203K +$202K +3,933 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$139K +$64.7K +1,258 +89%
NRG
21
Nemes Rush Group
Michigan
$131K +$131K +2,543 New
GRP
22
Global Retirement Partners
California
$68K +$25.1K +487 +59%
Osaic Holdings
23
Osaic Holdings
Arizona
$14.9K +$14.8K +288 New
AF
24
Allworth Financial
California
$6K -$8.18K -159 -58%
Morgan Stanley
25
Morgan Stanley
New York
$2.53K

BBBS Hedge Fund Activity: Q3 2025 in Review

26 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) for Q3 2025, worth a combined $87.1M — down 20% from $109M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BBBS positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $6.41M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $25.3M sold.

  • 26 institutional investors held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) as of Q3 2025, up from 24 in Q2 2025.
  • Funds reported $87.1M of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF stock for Q3 2025, down 20% quarter-over-quarter.
  • 5 funds opened new BondBloxx BBB Rated 1-5 Year Corporate Bond ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF buyer in Q3 2025 was Lido Advisors, an estimated $6.41M added.
  • The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2025.