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BondBloxx IR+M Tax Aware Short Duration ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2226 (+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: 11 (0)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
13
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EP Wealth Advisors
California
$32.7M +$7.36M +145,692 +29%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$207K +4,096 +2%
OCM
3
One Capital Management
California
$9.51M +$527K +10,426 +6%
DWA
4
Delos Wealth Advisors
Texas
$7.03M +$956K +18,913 +16%
TWM
5
Tanager Wealth Management
United Kingdom
$6.27M +$705K +13,955 +13%
IRM
6
Income Research & Management
Massachusetts
$5.06M
BWM
7
BCGM Wealth Management
Indiana
$4.41M +$960K +18,993 +28%
BW
8
Balance Wealth
Ohio
$1.72M +$1.72M +33,975 New
GFP
9
Guardian Financial Partners
California
$1.48M -$44.1K -873 -3%
JFG
10
JDM Financial Group
Texas
$1.45M +$248K +4,912 +21%
SIS
11
Sound Income Strategies
Florida
$939K +$8.34K +165 +0.9%
IWC
12
Integrated Wealth Concepts
Massachusetts
$921K +$323K +6,387 +54%
MHS
13
M Holdings Securities
Oregon
$650K +$15.8K +312 +2%
CFP
14
Catalyst Financial Partners
Massachusetts
$616K
BCI
15
Brinker Capital Investments
Pennsylvania
$552K +$86.8K +1,717 +19%
OPS
16
Orion Portfolio Solutions
Nebraska
$552K +$86.8K +1,717 +19%
VFG
17
Victory Financial Group
Texas
$515K +$521K +10,301 New
FW
18
FullCircle Wealth
Texas
$483K
Jane Street
19
Jane Street
New York
$430K -$172K -3,395 -29%
CIAS
20
CFS Investment Advisory Services
New Jersey
$378K -$19.1K -377 -5%
BCM
21
Blume Capital Management
California
$362K -$15.2K -300 -4%
FA
22
Fiducient Advisors
Illinois
$314K +$313K +6,200 New
Stifel Financial
23
Stifel Financial
Missouri
$283K +$283K +5,600 New
CA
24
CGN Advisors
Kansas
$203K +$203K +4,009 New
FFA
25
Farther Finance Advisors
California
$185K +$8.39K +166 +5%