TXXI

BondBloxx IR+M Tax-Aware Intermediate Duration ETF
TXXI

10 hedge funds and large institutions have $16.3M invested in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

10.61% less ownership

Funds ownership: 90.95% → 80.33% (-11%)

Holders
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.9M
2
+$634K
3
+$392K
4
CAS
Coppell Advisory Solutions
Texas
+$331K
5
IA
Inspire Advisors
Idaho
+$321K

Top Sellers

1
-$513K
2
-$222K
3
-$11.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
IRM
1
Income Research & Management
Massachusetts
$5.06M
BWM
2
BCGM Wealth Management
Indiana
$3.41M
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$2.9M
BCI
4
Brinker Capital Investments
Pennsylvania
$2.85M
BW
5
Balance Wealth
Ohio
$490K
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$392K
CAS
7
Coppell Advisory Solutions
Texas
$331K
IA
8
Inspire Advisors
Idaho
$321K
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$301K
CIAS
10
CFS Investment Advisory Services
New Jersey
$202K
Jane Street
11
Jane Street
New York
–
Citadel Advisors
12
Citadel Advisors
Florida
–