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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.

New
Increased
Maintained
Reduced
Closed
Holders
32
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
EWA
1
EP Wealth Advisors
California
$30.3M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.8M
OCM
3
One Capital Management
California
$9.76M
TWM
4
Tanager Wealth Management
United Kingdom
$6.91M
DWA
5
Delos Wealth Advisors
Texas
$5.45M
IRM
6
Income Research & Management
Massachusetts
$5.11M
BWM
7
BCGM Wealth Management
Indiana
$4.78M
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$3.43M
BW
9
Balance Wealth
Ohio
$2.67M
GFP
10
Guardian Financial Partners
California
$1.64M
IWC
11
Integrated Wealth Concepts
Massachusetts
$1.49M
VFG
12
Victory Financial Group
Texas
$1.06M
JFG
13
JDM Financial Group
Texas
$986K
SIS
14
Sound Income Strategies
Florida
$957K
CA
15
CGN Advisors
Kansas
$831K
MHS
16
M Holdings Securities
Oregon
$714K
CFP
17
Catalyst Financial Partners
Massachusetts
$622K
FW
18
FullCircle Wealth
Texas
$487K
Stifel Financial
19
Stifel Financial
Missouri
$468K
NRG
20
Nemes Rush Group
Michigan
$456K
BCI
21
Brinker Capital Investments
Pennsylvania
$439K
GI
22
Gradient Investments
Minnesota
$411K
CIAS
23
CFS Investment Advisory Services
New Jersey
$382K
BCM
24
Blume Capital Management
California
$345K
FA
25
Fiducient Advisors
Illinois
$320K