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BondBloxx IR+M Tax Aware Short Duration ETF
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Overview Fund Activity

22 hedge funds and large institutions have $73.8M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 0 closing their positions.

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
11
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$25.2M
2
DWA
2
Delos Wealth Advisors
Texas
$6.05M
3
TWM
3
Tanager Wealth Management
United Kingdom
$5.55M
4
OCM
4
One Capital Management
California
$8.95M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$10.6M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$463K
2
OPS
2
Orion Portfolio Solutions
Nebraska
$463K
3
Jane Street
3
Jane Street
New York
$599K
4
JFG
4
JDM Financial Group
Texas
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
1
EP Wealth Advisors
California
$25.2M 500,615 +394,290 +371%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$10.6M 210,192 +13,630 +7%
OCM
3
One Capital Management
California
$8.95M 177,632 +15,025 +9%
DWA
4
Delos Wealth Advisors
Texas
$6.05M 120,181 +117,605 +4,565%
TWM
5
Tanager Wealth Management
United Kingdom
$5.55M 109,963 +80,911 +279%
IRM
6
Income Research & Management
Massachusetts
$5.04M 100,000 – –
BWM
7
BCGM Wealth Management
Indiana
$3.43M 68,177 +4,841 +8%
GFP
8
Guardian Financial Partners
California
$1.52M 30,151 +3,493 +13%
JFG
9
JDM Financial Group
Texas
$1.2M 23,790 -635 -3%
SIS
10
Sound Income Strategies
Florida
$927K 18,406 +157 +0.9%
MHS
11
M Holdings Securities
Oregon
$632K 12,547 +107 +0.9%
CFP
12
Catalyst Financial Partners
Massachusetts
$613K 12,176 – –
Jane Street
13
Jane Street
New York
$599K 11,896 -4,343 -27%
IWC
14
Integrated Wealth Concepts
Massachusetts
$595K 11,819 +11,819 New
FW
15
FullCircle Wealth
Texas
$485K 9,600 +1,000 +12%
BCI
16
Brinker Capital Investments
Pennsylvania
$463K 9,201 -10,766 -54%
OPS
17
Orion Portfolio Solutions
Nebraska
$463K 9,201 -10,766 -54%
CIAS
18
CFS Investment Advisory Services
New Jersey
$395K 7,849 +3,185 +68%
BCM
19
Blume Capital Management
California
$375K 7,450 +7,450 New
AFA
20
Atlas Financial Advisors
California
$332K 6,592 +6,592 New
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$248K 4,917 +4,917 New
FFA
22
Farther Finance Advisors
California
$176K 3,500 +3,500 New
CFGS
23
Concourse Financial Group Securities
Alabama
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