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TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
TAXM

5 hedge funds and large institutions have $7.35M invested in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 3 → 5 (+2)

22% more capital invested

Capital invested by funds: $6.01M → $7.35M (+$1.34M)

5.3% less ownership

Funds ownership: 42.82% → 37.52% (-5.3%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$433K
2
Goldman Sachs
Goldman Sachs
New York
+$387K
3
PSA
Plum Street Advisors
Louisiana
+$307K
4
Citadel Advisors
Citadel Advisors
Florida
+$204K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IRM
1
Income Research & Management
Massachusetts
$5.03M – – –
Jane Street
2
Jane Street
New York
$954K +$433K +8,600 +83%
Citadel Advisors
3
Citadel Advisors
Florida
$682K +$204K +4,057 +43%
Goldman Sachs
4
Goldman Sachs
New York
$387K +$387K +7,695 New
PSA
5
Plum Street Advisors
Louisiana
$306K +$307K +6,091 New

TAXM Hedge Fund Activity: Q4 2025 in Review

5 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) for Q4 2025, worth a combined $7.35M — up 22% from $6.01M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new TAXM positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Jane Street, adding an estimated $433K.

  • 5 institutional investors held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) as of Q4 2025, up from 3 in Q3 2025.
  • Funds reported $7.35M of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents stock for Q4 2025, up 22% quarter-over-quarter.
  • 2 funds opened new BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents positions in Q4 2025 and 0 closed out, a net change of +2 holders.
  • The largest BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents buyer in Q4 2025 was Jane Street, an estimated $433K added.

Based on aggregated 13F filings for Q4 2025.