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BondBloxx IR+M Tax Aware Short Duration ETF

TAXX

Market cap $297M

54 hedge funds and large institutions have $181M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New

Increased

Maintained

Reduced

Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

35% more funds holding

Funds holding: 40 → 54 (+14)

15% more capital invested

Capital invested by funds: $157M → $181M (+$24M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.82% less ownership

Funds ownership: 65.95% → 64.13% (-1.8%)

Holders

Holders Change

+14

Holders Change %

+35%

% of All Funds

0.66%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.01%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	EWA EP Wealth Advisors Torrance, California	+$8.87M
2	AssetMark Inc Concord, California	+$4.05M
3	Envestnet Asset Management Chicago, Illinois	+$2.45M
4	MML Investors Services Springfield, Massachusetts	+$2.13M
5	TWM Tanager Wealth Management Goring On Thames, United Kingdom	+$2.08M

Top Sellers

1	Thrivent Financial for Lutherans Minneapolis, Minnesota	-$4.57M
2	OA Oasis Advisors Forest City, Iowa	-$1.76M
3	BCI Brinker Capital Investments Berwyn, Pennsylvania	-$1.2M
4	SIS Sound Income Strategies Ft Lauderdale, Florida	-$974K
5	GFP Guardian Financial Partners Orange, California	-$268K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	JFG 26 JDM Financial Group Austin, Texas	$725K	-$80.1K	-1,576	-10%
27	PFGIA 27 Patriot Financial Group Insurance Agency Westborough, Massachusetts	$723K	+$727K	+14,308	New
28	IA 28 Inspire Advisors Meridian, Idaho	$701K	-$13.3K	-262	-2%
29	BWS 29 Buck Wealth Strategies Denver, Colorado	$637K	+$195K	+3,832	+44%
30	BCI 30 Brinker Capital Investments Berwyn, Pennsylvania	$633K	-$1.2M	-23,518	-65%
31	GI 31 Gradient Investments Arden Hills, Minnesota	$609K	+$15.6K	+307	+3%
32	FTUS 32 Flow Traders U.S. New York	$547K	+$550K	+10,817	New
33	PSA 33 Plum Street Advisors New Orleans, Louisiana	$546K	+$549K	+10,806	New
34	LOWM 34 Laurel Oak Wealth Management Marlton, New Jersey	$503K	+$506K	+9,958	New
35	BA 35 Bridgewater Advisors New York	$497K	+$499K	+9,826	New
36	IPW 36 Impact Partnership Wealth Marietta, Georgia	$446K	+$448K	+8,821	New
37	SP 37 SmartHarvest Portfolios Poulsbo, Washington	$443K	–	–	–
38	CIA 38 Concurrent Investment Advisors Tampa, Florida	$436K	+$439K	+8,634	New
39	39 JP Morgan Chase New York	$429K	+$77.7K	+1,528	+22%
40	FFA 40 Farther Finance Advisors San Francisco, California	$420K	+$142K	+2,801	+51%
41	BF 41 Benchmark Financial Wilmington, Delaware	$392K	+$394K	+7,758	New
42	CFP 42 Catalyst Financial Partners Boston, Massachusetts	$363K	–	–	–
43	IP 43 Indivisible Partners Clearwater, Florida	$342K	+$98.7K	+1,943	+40%
44	44 BlackRock New York	$341K	+$102K	+2,000	+42%
45	FA 45 Fiducient Advisors Chicago, Illinois	$326K	+$3.61K	+71	+1%
46	GIM 46 Guild Investment Management Los Angeles, California	$278K	–	–	–
47	KAS 47 Kestra Advisory Services Austin, Texas	$222K	-$62.5K	-1,229	-22%
48	RFS 48 Richardson Financial Services Medway, Massachusetts	$57.7K	+$58K	+1,141	New
49	CIAS 49 Capital Investment Advisory Services Raleigh, North Carolina	$33.4K	+$33.5K	+660	New
50	SFS 50 Sunrise Financial Services Burien, Washington	$30.1K	–	–	–

TAXX Hedge Fund Activity: Q1 2026 in Review

54 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q1 2026, worth a combined $181M — up 15% from $157M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TAXX positions and 3 closed out — a net gain of 14 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $8.87M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $4.57M sold.

54 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q1 2026, up from 40 in Q4 2025.
Funds reported $181M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q1 2026, up 15% quarter-over-quarter.
17 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q1 2026 and 3 closed out, a net change of +14 holders.
The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q1 2026 was EP Wealth Advisors, an estimated $8.87M added.
The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $4.57M sold.

Based on aggregated 13F filings for Q1 2026.

BondBloxx IR+M Tax Aware Short Duration ETF TAXX Market cap $297M