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BondBloxx IR+M Tax Aware Short Duration ETF

17 hedge funds and large institutions have $41.8M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+10
Holders Change %
+142.86%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$9.98M 196,562 +196,562 New
OCM
2
One Capital Management
California
$8.26M 162,607 +3,179 +2%
EWA
3
EP Wealth Advisors
California
$5.4M 106,325 +106,325 New
IRM
4
Income Research & Management
Massachusetts
$5.08M 100,000
BWM
5
BCGM Wealth Management
Indiana
$3.22M 63,336 +63,336 New
TWM
6
Tanager Wealth Management
United Kingdom
$1.48M 29,052 +22,444 +340%
GFP
7
Guardian Financial Partners
California
$1.35M 26,658 +26,658 New
JFG
8
JDM Financial Group
Texas
$1.24M 24,425 -496 -2%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.01M 19,967 +19,967 New
OPS
10
Orion Portfolio Solutions
Nebraska
$1.01M 19,967 +19,967 New
SIS
11
Sound Income Strategies
Florida
$927K 18,249 +163 +0.9%
Jane Street
12
Jane Street
New York
$825K 16,239 +16,239 New
MHS
13
M Holdings Securities
Oregon
$632K 12,440 +12,440 New
CFP
14
Catalyst Financial Partners
Massachusetts
$618K 12,176 +12,176 New
FW
15
FullCircle Wealth
Texas
$435K 8,600 +8,600 New
CIAS
16
CFS Investment Advisory Services
New Jersey
$237K 4,664 +4,664 New
DWA
17
Delos Wealth Advisors
Texas
$131K 2,576 +2,576 New
FTUS
18
Flow Traders U.S.
New York
-7,597 Closed
UBS Group
19
UBS Group
Switzerland
-116 Closed
CFGS
20
Concourse Financial Group Securities
Alabama