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BondBloxx IR+M Tax Aware Short Duration ETF

40 hedge funds and large institutions have $157M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EP Wealth Advisors
California
$68.8M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.9M
OCM
3
One Capital Management
California
$10.2M
TWM
4
Tanager Wealth Management
United Kingdom
$9.6M
DWA
5
Delos Wealth Advisors
Texas
$6.1M
BWM
6
BCGM Wealth Management
Indiana
$5.13M
IRM
7
Income Research & Management
Massachusetts
$5.07M
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$4.57M
BW
9
Balance Wealth
Ohio
$2.57M
CAAM
10
Cornerstone Advisors Asset Management
Pennsylvania
$2.5M
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.37M
LSPW
12
Lake Street Private Wealth
Illinois
$2.12M
Stifel Financial
13
Stifel Financial
Missouri
$1.89M
BCI
14
Brinker Capital Investments
Pennsylvania
$1.83M
OAL
15
Oasis Advisors, LLC
Iowa
$1.76M
VFG
16
Victory Financial Group
Texas
$1.48M
CIAS
17
CFS Investment Advisory Services
New Jersey
$1M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$996K
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$985K
CA
20
CGN Advisors
Kansas
$975K
SIS
21
Sound Income Strategies
Florida
$975K
Raymond James Financial
22
Raymond James Financial
Florida
$905K
NRG
23
Nemes Rush Group
Michigan
$902K
JFG
24
JDM Financial Group
Texas
$808K
IA
25
Inspire Advisors
Idaho
$717K