We are live on ! Find out more
BBBS icon

BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS

31 hedge funds and large institutions have $121M invested in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

5.82% more ownership

Funds ownership: 71.74% → 77.56% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $124M → $121M (-$2.73M)

9% less funds holding

Funds holding: 34 → 31 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
11
Reduced
6
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tanager Wealth Management
United Kingdom
+$10.5M
2
GI
Gradient Investments
Minnesota
+$8.87M
3
Lido Advisors
Lido Advisors
California
+$6.66M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.69M
5
WF
Willow Financial
Arkansas
+$1.68M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.8M
2
BCI
Brinker Capital Investments
Pennsylvania
-$8.06M
3
OA
Oasis Advisors
Iowa
-$7.85M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.71M
5
FIA
Foundations Investment Advisors
Arizona
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$56.5M +$8.87M +172,364 +18%
TWM
2
Tanager Wealth Management
United Kingdom
$10.5M +$10.5M +204,728 New
Lido Advisors
3
Lido Advisors
California
$6.63M +$6.66M +129,558 New
SSWM
4
Strait & Sound Wealth Management
California
$6.2M +$629K +12,222 +11%
MFS
5
Mattson Financial Services
Michigan
$6.05M +$621K +12,079 +11%
WF
6
Willow Financial
Arkansas
$5.99M +$1.68M +32,658 +39%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.65M +$5.69M +110,542 New
Stifel Financial
8
Stifel Financial
Missouri
$5.34M +$409K +7,948 +8%
BFA
9
Brown Financial Advisors
Ohio
$3.76M +$891K +17,314 +31%
SAFS
10
S&A Financial Services
Kansas
$3.09M +$3.11M +60,393 New
DPI
11
Diversified Portfolios Inc
Michigan
$2.37M +$459K +8,926 +24%
PW
12
Paladin Wealth
Minnesota
$2M +$225K +4,365 +13%
CFG
13
Compass Financial Group
Ohio
$1.28M +$1.29M +25,026 New
HighTower Advisors
14
HighTower Advisors
Illinois
$762K +$766K +14,900 New
GFG
15
Grantvest Financial Group
New Jersey
$663K -$5.71K -111 -0.8%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$655K -$78.3K -1,522 -11%
CWMGO
17
Capstone Wealth Management Group (Oregon)
Oregon
$613K +$108K +2,090 +21%
MA
18
MONECO Advisors
Connecticut
$528K +$41.7K +810 +9%
AIC
19
Argus Investors Counsel
New York
$466K +$469K +9,116 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$368K +$36.2K +704 +11%
Citadel Advisors
21
Citadel Advisors
Florida
$337K -$5.71M -110,922 -94%
EWS
22
Evergreen Wealth Solutions
Pennsylvania
$292K -$2.62K -51 -0.9%
NA
23
Nottingham Advisors
New York
$259K +$261K +5,073 New
ASN
24
Advisory Services Network
Georgia
$241K +$243K +4,717 New
Jane Street
25
Jane Street
New York
$228K -$1.06M -20,592 -82%
1
2

BBBS Hedge Fund Activity: Q1 2026 in Review

31 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) for Q1 2026, worth a combined $121M — down 2.2% from $124M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BBBS and 9 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 11 added.

The largest buyer was Tanager Wealth Management, opening a new position worth an estimated $10.5M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $15.8M sold.

  • 31 institutional investors held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) as of Q1 2026, down from 34 in Q4 2025.
  • Funds reported $121M of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF stock for Q1 2026, down 2.2% quarter-over-quarter.
  • 9 funds opened new BondBloxx BBB Rated 1-5 Year Corporate Bond ETF positions in Q1 2026 and 10 closed out, a net change of -1 holder.
  • The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF buyer in Q1 2026 was Tanager Wealth Management, an estimated $10.5M added.
  • The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2026.