BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
26 hedge funds and large institutions have $87.9M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
19% more capital invested
Capital invested by funds: $73.8M → $87.9M (+$14.1M)
18% more funds holding
Funds holding: 22 → 26 (+4)
1.73% more ownership
Funds ownership: 55.11% → 56.83% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$7.36M |
| 2 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
+$960K |
| 3 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
+$956K |
| 4 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$705K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$248K |
| 2 |
Jane Street
New York
|
-$172K |
| 3 |
GFP
Guardian Financial Partners
Orange,
California
|
-$44.1K |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$19.1K |
| 5 |
BCM
Blume Capital Management
Berkeley,
California
|
-$15.2K |
TAXX Hedge Fund Activity: Q1 2025 in Review
26 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q1 2025, worth a combined $87.9M — up 19% from $73.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TAXX positions and 1 closed out — a net gain of 5 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $7.36M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $248K sold.
- 26 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q1 2025, up from 22 in Q4 2024.
- Funds reported $87.9M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q1 2025, up 19% quarter-over-quarter.
- 6 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q1 2025 and 1 closed out, a net change of +5 holders.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q1 2025 was EP Wealth Advisors, an estimated $7.36M added.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $248K sold.
Based on aggregated 13F filings for Q1 2025.