BondBloxx IR+M Tax-Aware Intermediate Duration ETF
TXXI
11 hedge funds and large institutions have $19.1M invested in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
60% more capital invested
Capital invested by funds: $11.9M → $19.1M (+$7.18M)
57% more funds holding
Funds holding: 7 → 11 (+4)
3.44% more ownership
Funds ownership: 90.95% → 94.39% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.9M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$634K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$392K |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$331K |
| 5 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$513K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$222K |
| 3 |
BW
Balance Wealth
Delaware,
Ohio
|
-$11.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRM
1
Income Research & Management
Boston,
Massachusetts
| $5.06M | – | – | – |
|
|
BWM
2
BCGM Wealth Management
Lafayette,
Indiana
| $3.41M | +$163K | +3,213 | +5% |
|
|
3
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2.9M | +$2.9M | +57,360 | New |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $2.85M | +$634K | +12,527 | +29% |
|
|
OA
5
Oasis Advisors
Forest City,
Iowa
| $2.85M | +$2.85M | +56,225 | New |
|
|
BW
6
Balance Wealth
Delaware,
Ohio
| $490K | -$11.8K | -233 | -2% |
|
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $392K | +$392K | +7,750 | New |
|
|
CAS
8
Coppell Advisory Solutions
Coppell,
Texas
| $331K | +$331K | +6,543 | New |
|
|
IA
9
Inspire Advisors
Meridian,
Idaho
| $321K | +$321K | +6,347 | New |
|
10
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $301K | +$301K | +5,940 | New |
|
|
CIAS
11
CFS Investment Advisory Services
Totowa,
New Jersey
| $202K | – | – | – |
|
|
12
Jane Street
New York
| – | -$513K | -10,178 | Closed |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$222K | -4,395 | Closed |
|
TXXI Hedge Fund Activity: Q4 2025 in Review
11 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) for Q4 2025, worth a combined $19.1M — up 60% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TXXI positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $2.9M. The largest seller was Jane Street, exiting entirely with an estimated $513K sold.
- 11 institutional investors held BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $19.1M of BondBloxx IR+M Tax-Aware Intermediate Duration ETF stock for Q4 2025, up 60% quarter-over-quarter.
- 6 funds opened new BondBloxx IR+M Tax-Aware Intermediate Duration ETF positions in Q4 2025 and 2 closed out, a net change of +4 holders.
- The largest BondBloxx IR+M Tax-Aware Intermediate Duration ETF buyer in Q4 2025 was CAPTRUST Financial Advisors, an estimated $2.9M added.
- The largest BondBloxx IR+M Tax-Aware Intermediate Duration ETF seller in Q4 2025 was Jane Street, an estimated $513K sold.
Based on aggregated 13F filings for Q4 2025.