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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
GI
1
Gradient Investments
Minnesota
$48M +$4.86M +94,304 +11%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$15.8M +$15.9M +307,375 New
BCI
3
Brinker Capital Investments
Pennsylvania
$8.06M +$175K +3,401 +2%
OA
4
Oasis Advisors
Iowa
$7.85M +$7.86M +152,421 New
Citadel Advisors
5
Citadel Advisors
Florida
$6.05M +$4.36M +84,420 +255%
SSWM
6
Strait & Sound Wealth Management
California
$5.61M +$728K +14,114 +15%
MFS
7
Mattson Financial Services
Michigan
$5.47M +$714K +13,850 +15%
Stifel Financial
8
Stifel Financial
Missouri
$4.96M +$611K +11,841 +14%
WF
9
Willow Financial
Arkansas
$4.35M +$4.35M +84,406 New
BFA
10
Brown Financial Advisors
Ohio
$2.9M +$21.1K +409 +0.7%
DPI
11
Diversified Portfolios Inc
Michigan
$1.93M +$78K +1,512 +4%
PW
12
Paladin Wealth
Minnesota
$1.79M +$187K +3,627 +12%
FIA
13
Foundations Investment Advisors
Arizona
$1.69M +$168K +3,254 +11%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.52M +$1.52M +29,489 New
Jane Street
15
Jane Street
New York
$1.29M +$424K +8,224 +49%
SHWA
16
Safe Harbor Wealth Advisors
Ohio
$866K +$865K +16,766 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$737K +$526K +10,190 +247%
GFG
18
Grantvest Financial Group
New Jersey
$673K – – –
FTUS
19
Flow Traders U.S.
New York
$570K +$277K +5,375 +94%
IA
20
Inspire Advisors
Idaho
$510K -$35K -678 -6%
CWMGO
21
Capstone Wealth Management Group (Oregon)
Oregon
$510K +$511K +9,900 New
MA
22
MONECO Advisors
Connecticut
$490K +$491K +9,521 New
CP
23
Castleview Partners
Texas
$432K -$604K -11,716 -58%
Goldman Sachs
24
Goldman Sachs
New York
$414K +$415K +8,044 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$334K +$196K +3,809 +142%
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.