BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
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
54
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$8.87M | |
| 2 | +$4.05M | |
| 3 | +$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 | -$4.57M | |
| 2 | -$1.76M | |
| 3 | -$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 |
|
|---|---|---|---|---|---|
|
AAS
51
Ameritas Advisory Services
Lincoln,
Nebraska
| $27.2K |
|
|||
52
UBS Group
Zurich,
Switzerland
| $5.76K |
|
|||
|
1IA
53
1620 Investment Advisors
Plymouth,
Massachusetts
| $2.78K |
|
|||
|
SIS
54
Sound Income Strategies
Ft Lauderdale,
Florida
| $40 |
|
|||
55
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – |
|
|||
|
OA
56
Oasis Advisors
Forest City,
Iowa
| – |
|
|||
|
GFP
57
Guardian Financial Partners
Orange,
California
| – |
|