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BondBloxx IR+M Tax Aware Short Duration ETF

32 hedge funds and large institutions have $95.1M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
15
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
1
EP Wealth Advisors
California
$30.3M 593,842 -52,465 -8%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.8M 271,213 +56,925 +27%
OCM
3
One Capital Management
California
$9.76M 191,252 +3,194 +2%
TWM
4
Tanager Wealth Management
United Kingdom
$6.91M 135,349 +11,431 +9%
DWA
5
Delos Wealth Advisors
Texas
$5.45M 106,692 -32,402 -23%
IRM
6
Income Research & Management
Massachusetts
$5.11M 100,000
BWM
7
BCGM Wealth Management
Indiana
$4.78M 93,655 +6,485 +7%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$3.43M 67,218 +67,218 New
BW
9
Balance Wealth
Ohio
$2.67M 52,222 +18,247 +54%
GFP
10
Guardian Financial Partners
California
$1.64M 32,089 +2,811 +10%
IWC
11
Integrated Wealth Concepts
Massachusetts
$1.49M 29,223 +11,017 +61%
VFG
12
Victory Financial Group
Texas
$1.06M 20,669 +10,368 +101%
JFG
13
JDM Financial Group
Texas
$986K 19,312 -9,390 -33%
SIS
14
Sound Income Strategies
Florida
$957K 18,746 +175 +0.9%
CA
15
CGN Advisors
Kansas
$831K 16,286 +12,277 +306%
MHS
16
M Holdings Securities
Oregon
$714K 13,993 +1,134 +9%
CFP
17
Catalyst Financial Partners
Massachusetts
$622K 12,176
FW
18
FullCircle Wealth
Texas
$487K 9,600
Stifel Financial
19
Stifel Financial
Missouri
$468K 9,158 +3,558 +64%
NRG
20
Nemes Rush Group
Michigan
$456K 8,939 +8,939 New
BCI
21
Brinker Capital Investments
Pennsylvania
$439K 8,604 -2,314 -21%
GI
22
Gradient Investments
Minnesota
$411K 8,051 +8,051 New
CIAS
23
CFS Investment Advisory Services
New Jersey
$382K 7,489 +17 +0.2%
BCM
24
Blume Capital Management
California
$345K 6,750 -400 -6%
FA
25
Fiducient Advisors
Illinois
$320K 6,258 +58 +0.9%