BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
60 hedge funds and large institutions have $181M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
11% more funds holding
Funds holding: 54 → 60 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $181M → $181M (-$426K)
2.35% less ownership
Funds ownership: 64.13% → 61.78% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.89M |
| 2 |
LOWM
Laurel Oak Wealth Management
Marlton,
New Jersey
|
+$2.01M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.97M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.91M |
| 5 |
SM
Sweeney & Michel
Chico,
California
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$633K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$547K |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$480K |
| 4 |
Jane Street
New York
|
-$454K |
| 5 |
VFG
Victory Financial Group
Austin,
Texas
|
-$431K |
TAXX Hedge Fund Activity: Q2 2026 in Review
60 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q2 2026, worth a combined $181M — down 0.24% from $181M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TAXX positions and 6 closed out — a net gain of 7 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was MML Investors Services, adding an estimated $2.89M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $633K sold.
- 60 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q2 2026, up from 54 in Q1 2026.
- Funds reported $181M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q2 2026, down 0.24% quarter-over-quarter.
- 13 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q2 2026 and 6 closed out, a net change of +7 holders.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q2 2026 was MML Investors Services, an estimated $2.89M added.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q2 2026 was Brinker Capital Investments, an estimated $633K sold.
Based on aggregated 13F filings for Q2 2026.