BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
40 hedge funds and large institutions have $157M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
340% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 5
106% more capital invested
Capital invested by funds: $76.2M → $157M (+$81M)
27.63% more ownership
Funds ownership: 38.32% → 65.95% (+28%)
21% more funds holding
Funds holding: 33 → 40 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| 1 |
GFP
Guardian Financial Partners
Orange,
California
|
-$1.36M |
| 2 |
BW
Balance Wealth
Delaware,
Ohio
|
-$156K |
| 3 |
JFG
JDM Financial Group
Austin,
Texas
|
-$90.2K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$61.8K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$25.2K |
TAXX Hedge Fund Activity: Q4 2025 in Review
40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q4 2025, worth a combined $157M — up 106% from $76.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TAXX positions and 1 closed out — a net gain of 9 holders — while 22 added to existing stakes and 5 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $4.58M. The largest seller was Guardian Financial Partners, cutting an estimated $1.36M.
- 40 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q4 2025, up from 33 in Q3 2025.
- Funds reported $157M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q4 2025, up 106% quarter-over-quarter.
- 10 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q4 2025 and 1 closed out, a net change of +9 holders.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $4.58M added.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q4 2025 was Guardian Financial Partners, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2025.