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BondBloxx IR+M Tax Aware Short Duration ETF
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Overview Fund Activity

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
+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
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.43M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.8M
3
BW
Balance Wealth
Ohio
$2.67M
4
CA
CGN Advisors
Kansas
$831K
5
TWM
Tanager Wealth Management
United Kingdom
$6.91M

Top Sellers

1
EWA
EP Wealth Advisors
California
$30.3M
2
DWA
Delos Wealth Advisors
Texas
$5.45M
3
JFG
JDM Financial Group
Texas
$986K
4
Jane Street
Jane Street
New York
$0
5
BCI
Brinker Capital Investments
Pennsylvania
$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
26
Lake Street Private Wealth
Illinois
$282K +$282K +5,529 New
IA
27
Inspire Advisors
Idaho
$273K +$273K +5,339 New
Citadel Advisors
28
Citadel Advisors
Florida
$254K +$254K +4,976 New
BlackRock
29
BlackRock
New York
$227K +$117K +2,300 +107%
FFA
30
Farther Finance Advisors
California
$182K -$5.41K -106 -3%
Raymond James Financial
31
Raymond James Financial
Florida
$32.3K +$32.3K +633 New
Wells Fargo
32
Wells Fargo
California
$1.74K +$1.74K +34 New
Jane Street
33
Jane Street
New York
– -$430K -8,501 Closed
1
2