BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
33 hedge funds and large institutions have $76.2M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 5 closing their positions.
425% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 4
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15.69% less ownership
Funds ownership: 54.01% → 38.32% (-16%)
20% less capital invested
Capital invested by funds: $95.1M → $76.2M (-$18.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.42M |
| 2 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$2.46M |
| 3 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$2.24M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.09M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.43M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$714K |
| 3 |
BCM
Blume Capital Management
Berkeley,
California
|
-$345K |
| 4 |
CFP
Catalyst Financial Partners
Boston,
Massachusetts
|
-$254K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FW
26
FullCircle Wealth
Dallas,
Texas
| $310K | -$178K | -3,498 | -36% |
|
|
IA
27
Inspire Advisors
Meridian,
Idaho
| $307K | +$35.1K | +690 | +13% |
|
|
KAS
28
Kestra Advisory Services
Austin,
Texas
| $277K | +$276K | +5,440 | New |
|
29
BlackRock
New York
| $242K | +$15K | +295 | +7% |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $205K | +$23.1K | +455 | +13% |
|
|
GIM
31
Guild Investment Management
Los Angeles,
California
| $204K | +$203K | +4,000 | New |
|
32
JP Morgan Chase
New York
| $174K | +$174K | +3,415 | New |
|
33
UBS Group
Zurich,
Switzerland
| $6.68K | +$6.66K | +131 | New |
|
|
34
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$3.43M | -67,218 | Closed |
|
|
MHS
35
M Holdings Securities
Portland,
Oregon
| – | -$714K | -13,993 | Closed |
|
|
BCM
36
Blume Capital Management
Berkeley,
California
| – | -$345K | -6,750 | Closed |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$254K | -4,976 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | -$1.74K | -34 | Closed |
|
TAXX Hedge Fund Activity: Q3 2025 in Review
33 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q3 2025, worth a combined $76.2M — down 20% from $95.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TAXX positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 4 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.42M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $3.43M sold.
- 33 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q3 2025, up from 32 in Q2 2025.
- Funds reported $76.2M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q3 2025, down 20% quarter-over-quarter.
- 7 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $3.42M added.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $3.43M sold.
Based on aggregated 13F filings for Q3 2025.