BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
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.
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%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
51
Ameritas Advisory Services
Lincoln,
Nebraska
| $27.2K | +$27.3K | +538 | New |
|
52
UBS Group
Zurich,
Switzerland
| $5.76K | +$5.79K | +114 | New |
|
|
1IA
53
1620 Investment Advisors
Plymouth,
Massachusetts
| $2.78K | +$2.79K | +55 | New |
|
|
SIS
54
Sound Income Strategies
Ft Lauderdale,
Florida
| $40 | -$974K | -19,161 | -100% |
|
55
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$4.57M | -90,087 | Closed |
|
|
OA
56
Oasis Advisors
Forest City,
Iowa
| – | -$1.76M | -34,769 | Closed |
|
|
GFP
57
Guardian Financial Partners
Orange,
California
| – | -$268K | -5,289 | Closed |
|
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.