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BondBloxx IR+M Tax Aware Short Duration ETF

33 hedge funds and large institutions have $76.2M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17.3M
OCM
2
One Capital Management
California
$10.2M
TWM
3
Tanager Wealth Management
United Kingdom
$9.15M
DWA
4
Delos Wealth Advisors
Texas
$5.88M
IRM
5
Income Research & Management
Massachusetts
$5.1M
BWM
6
BCGM Wealth Management
Indiana
$5.02M
BW
7
Balance Wealth
Ohio
$2.74M
PA
8
Pineridge Advisors
Missouri
$2.47M
IWC
9
Integrated Wealth Concepts
Massachusetts
$1.72M
GFP
10
Guardian Financial Partners
California
$1.63M
Stifel Financial
11
Stifel Financial
Missouri
$1.54M
BCI
12
Brinker Capital Investments
Pennsylvania
$1.54M
VFG
13
Victory Financial Group
Texas
$1.25M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.02M
SIS
15
Sound Income Strategies
Florida
$964K
CA
16
CGN Advisors
Kansas
$927K
JFG
17
JDM Financial Group
Texas
$902K
LSPW
18
Lake Street Private Wealth
Illinois
$878K
CIAS
19
CFS Investment Advisory Services
New Jersey
$856K
Raymond James Financial
20
Raymond James Financial
Florida
$803K
NRG
21
Nemes Rush Group
Michigan
$732K
AWM
22
AE Wealth Management
Kansas
$610K
GI
23
Gradient Investments
Minnesota
$592K
CFP
24
Catalyst Financial Partners
Massachusetts
$366K
FA
25
Fiducient Advisors
Illinois
$322K