BondBloxx IR+M Tax-Aware Intermediate Duration ETF
TXXI
7 hedge funds and large institutions have $11.9M invested in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
22% more capital invested
Capital invested by funds: $9.73M → $11.9M (+$2.19M)
17% more funds holding
Funds holding: 6 → 7 (+1)
7.33% less ownership
Funds ownership: 98.27% → 90.95% (-7.3%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.17M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$198K |
| 3 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
+$68.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$367K |
| 2 |
Jane Street
New York
|
-$52.7K |
| 3 |
BW
Balance Wealth
Delaware,
Ohio
|
-$34.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$545 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRM
1
Income Research & Management
Boston,
Massachusetts
| $5.04M | – | – | – |
|
|
BWM
2
BCGM Wealth Management
Lafayette,
Indiana
| $3.24M | +$68.3K | +1,377 | +2% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $2.2M | +$2.17M | +43,715 | New |
|
|
4
Jane Street
New York
| $513K | -$52.7K | -1,063 | -9% |
|
|
BW
5
Balance Wealth
Delaware,
Ohio
| $500K | -$34.3K | -691 | -7% |
|
|
6
Citadel Advisors
Miami,
Florida
| $222K | -$367K | -7,410 | -63% |
|
|
CIAS
7
CFS Investment Advisory Services
Totowa,
New Jersey
| $203K | +$198K | +4,000 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$545 | -11 | Closed |
|
TXXI Hedge Fund Activity: Q3 2025 in Review
7 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) for Q3 2025, worth a combined $11.9M — up 22% from $9.73M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TXXI positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $2.17M. The largest seller was Citadel Advisors, cutting an estimated $367K.
- 7 institutional investors held BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) as of Q3 2025, up from 6 in Q2 2025.
- Funds reported $11.9M of BondBloxx IR+M Tax-Aware Intermediate Duration ETF stock for Q3 2025, up 22% quarter-over-quarter.
- 2 funds opened new BondBloxx IR+M Tax-Aware Intermediate Duration ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest BondBloxx IR+M Tax-Aware Intermediate Duration ETF buyer in Q3 2025 was Brinker Capital Investments, an estimated $2.17M added.
- The largest BondBloxx IR+M Tax-Aware Intermediate Duration ETF seller in Q3 2025 was Citadel Advisors, an estimated $367K sold.
Based on aggregated 13F filings for Q3 2025.