BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
TAXM
7 hedge funds and large institutions have $6.87M invested in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
7% less capital invested
Capital invested by funds: $7.35M → $6.87M (-$483K)
11.98% less ownership
Funds ownership: 37.52% → 25.54% (-12%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSA
Plum Street Advisors
New Orleans,
Louisiana
|
+$417K |
| 2 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$320K |
| 3 |
CA
Claro Advisors
Boston,
Massachusetts
|
+$212K |
| 4 |
1IA
1620 Investment Advisors
Plymouth,
Massachusetts
|
+$2.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$954K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$316K |
| 3 |
Goldman Sachs
New York
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRM
1
Income Research & Management
Boston,
Massachusetts
| $4.98M | – | – | – |
|
|
PSA
2
Plum Street Advisors
New Orleans,
Louisiana
| $715K | +$417K | +8,265 | +136% |
|
|
3
Citadel Advisors
Miami,
Florida
| $363K | -$316K | -6,271 | -46% |
|
|
TWM
4
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $316K | +$320K | +6,350 | New |
|
|
5
Goldman Sachs
New York
| $282K | -$103K | -2,034 | -26% |
|
|
CA
6
Claro Advisors
Boston,
Massachusetts
| $209K | +$212K | +4,204 | New |
|
|
1IA
7
1620 Investment Advisors
Plymouth,
Massachusetts
| $2.49K | +$2.52K | +50 | New |
|
|
8
Jane Street
New York
| – | -$954K | -18,988 | Closed |
|
TAXM Hedge Fund Activity: Q1 2026 in Review
7 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) for Q1 2026, worth a combined $6.87M — down 6.6% from $7.35M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TAXM positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Plum Street Advisors, adding an estimated $417K. The largest seller was Jane Street, exiting entirely with an estimated $954K sold.
- 7 institutional investors held BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM) as of Q1 2026, up from 5 in Q4 2025.
- Funds reported $6.87M of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents stock for Q1 2026, down 6.6% quarter-over-quarter.
- 3 funds opened new BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents positions in Q1 2026 and 1 closed out, a net change of +2 holders.
- The largest BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents buyer in Q1 2026 was Plum Street Advisors, an estimated $417K added.
- The largest BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents seller in Q1 2026 was Jane Street, an estimated $954K sold.
Based on aggregated 13F filings for Q1 2026.