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TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

3 hedge funds and large institutions have $5.98M invested in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100.29% more ownership

Funds ownership: 0%100.29% (+100%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
IRM
1
Income Research & Management
Massachusetts
$4.96M +$4.97M +100,000 New
Jane Street
2
Jane Street
New York
$1.01M +$1.01M +20,351 New
Bank of America
3
Bank of America
North Carolina
$99 +$99 +2 New

TAXM Hedge Fund Activity: Q1 2025 in Review

3 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) for Q1 2025, worth a combined $5.98M.

Buyers outnumbered sellers: 3 funds opened new TAXM positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Income Research & Management, opening a new position worth an estimated $4.97M.

  • 3 institutional investors held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) as of Q1 2025, up from 0 in Q4 2024.
  • Funds reported $5.98M of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents stock for Q1 2025.
  • 3 funds opened new BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents positions in Q1 2025 and 0 closed out, a net change of +3 holders.
  • The largest BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents buyer in Q1 2025 was Income Research & Management, an estimated $4.97M added.

Based on aggregated 13F filings for Q1 2025.