BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
TAXM
12 hedge funds and large institutions have $8.6M invested in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
71% more funds holding
Funds holding: 7 → 12 (+5)
25% more capital invested
Capital invested by funds: $6.87M → $8.6M (+$1.73M)
1.55% less ownership
Funds ownership: 25.54% → 23.99% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFA
Mayflower Financial Advisors
Boston,
Massachusetts
|
+$500K |
| 2 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$476K |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$332K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$289K |
| 5 |
NG
Novem Group
Rochester,
New York
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$363K |
| 2 |
PSA
Plum Street Advisors
New Orleans,
Louisiana
|
-$153K |
TAXM Hedge Fund Activity: Q2 2026 in Review
12 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) for Q2 2026, worth a combined $8.6M — up 25% from $6.87M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TAXM positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Mayflower Financial Advisors, opening a new position worth an estimated $500K. The largest seller was Citadel Advisors, exiting entirely with an estimated $363K sold.
- 12 institutional investors held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) as of Q2 2026, up from 7 in Q1 2026.
- Funds reported $8.6M of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents stock for Q2 2026, up 25% quarter-over-quarter.
- 6 funds opened new BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents positions in Q2 2026 and 1 closed out, a net change of +5 holders.
- The largest BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents buyer in Q2 2026 was Mayflower Financial Advisors, an estimated $500K added.
- The largest BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents seller in Q2 2026 was Citadel Advisors, an estimated $363K sold.
Based on aggregated 13F filings for Q2 2026.