BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
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.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
23% more funds holding
Funds holding: 26 → 32 (+6)
8% more capital invested
Capital invested by funds: $87.9M → $95.1M (+$7.18M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.82% less ownership
Funds ownership: 56.83% → 54.01% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.39M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.87M |
| 3 |
BW
Balance Wealth
Delaware,
Ohio
|
+$920K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$619K |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$2.64M |
| 2 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
-$1.63M |
| 3 |
JFG
JDM Financial Group
Austin,
Texas
|
-$473K |
| 4 |
Jane Street
New York
|
-$430K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LSPW
26
Lake Street Private Wealth
Chicago,
Illinois
| $282K | +$279K | +5,529 | New |
|
|
IA
27
Inspire Advisors
Meridian,
Idaho
| $273K | +$269K | +5,339 | New |
|
28
Citadel Advisors
Miami,
Florida
| $254K | +$251K | +4,976 | New |
|
29
BlackRock
New York
| $227K | +$116K | +2,300 | +107% |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $182K | -$5.34K | -106 | -3% |
|
31
Raymond James Financial
St Petersburg,
Florida
| $32.3K | +$31.9K | +633 | New |
|
32
Wells Fargo
San Francisco,
California
| $1.74K | +$1.71K | +34 | New |
|
|
33
Jane Street
New York
| – | -$430K | -8,501 | Closed |
|
TAXX Hedge Fund Activity: Q2 2025 in Review
32 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q2 2025, worth a combined $95.1M — up 8.2% from $87.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TAXX positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $3.39M. The largest seller was EP Wealth Advisors, cutting an estimated $2.64M.
- 32 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q2 2025, up from 26 in Q1 2025.
- Funds reported $95.1M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q2 2025, up 8.2% quarter-over-quarter.
- 8 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q2 2025 and 1 closed out, a net change of +7 holders.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $3.39M added.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q2 2025 was EP Wealth Advisors, an estimated $2.64M sold.
Based on aggregated 13F filings for Q2 2025.