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TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

3 hedge funds and large institutions have $6.02M invested in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $5.98M → $6.02M (+$44.6K)

0% more funds holding

Funds holding: 33 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

6.21% less ownership

Funds ownership: 100.29%94.08% (-6.2%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
Holders Change %
0%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$249K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$154K
2
Bank of America
Bank of America
North Carolina
-$99
Name Holding Trade Value Shares
Change
Change in
Stake
IRM
1
Income Research & Management
Massachusetts
$4.92M
Jane Street
2
Jane Street
New York
$847K -$154K -3,136 -15%
Citadel Advisors
3
Citadel Advisors
Florida
$250K +$249K +5,088 New
Bank of America
4
Bank of America
North Carolina
-$99 -2 Closed

TAXM Hedge Fund Activity: Q2 2025 in Review

3 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) for Q2 2025, worth a combined $6.02M — up 0.75% from $5.98M a quarter earlier.

Fund positioning in TAXM was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $249K. The largest seller was Jane Street, cutting an estimated $154K.

  • 3 institutional investors held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $6.02M of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents stock for Q2 2025, up 0.75% quarter-over-quarter.
  • 1 fund opened new BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents buyer in Q2 2025 was Citadel Advisors, an estimated $249K added.
  • The largest BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents seller in Q2 2025 was Jane Street, an estimated $154K sold.

Based on aggregated 13F filings for Q2 2025.