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TXXI

BondBloxx IR+M Tax-Aware Intermediate Duration ETF
TXXI

15 hedge funds and large institutions have $17.9M invested in BondBloxx IR+M Tax-Aware Intermediate Duration ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

36% more funds holding

Funds holding: 11 → 15 (+4)

6% less capital invested

Capital invested by funds: $19.1M → $17.9M (-$1.19M)

27.04% less ownership

Funds ownership: 94.39% → 67.35% (-27%)

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
+$1.32M
2
IPW
Impact Partnership Wealth
Georgia
+$669K
3
PSA
Plum Street Advisors
Louisiana
+$546K
4
Citadel Advisors
Citadel Advisors
Florida
+$496K
5
BWM
BCGM Wealth Management
Indiana
+$408K

Top Sellers

1
OA
Oasis Advisors
Iowa
-$2.85M
2
BCI
Brinker Capital Investments
Pennsylvania
-$1.93M
3
CAS
Coppell Advisory Solutions
Texas
-$331K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
IRM
1
Income Research & Management
Massachusetts
$5.02M – – –
BWM
2
BCGM Wealth Management
Indiana
$3.79M +$408K +8,028 +12%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$2.88M – – –
TIA
4
Traphagen Investment Advisors
New Jersey
$1.3M +$1.32M +25,970 New
BCI
5
Brinker Capital Investments
Pennsylvania
$911K -$1.93M -38,086 -68%
BW
6
Balance Wealth
Ohio
$743K +$260K +5,126 +53%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$676K +$291K +5,727 +74%
IPW
8
Impact Partnership Wealth
Georgia
$661K +$669K +13,175 New
PSA
9
Plum Street Advisors
Louisiana
$540K +$546K +10,758 New
Citadel Advisors
10
Citadel Advisors
Florida
$490K +$496K +9,767 New
IA
11
Inspire Advisors
Idaho
$425K +$108K +2,133 +34%
Jane Street
12
Jane Street
New York
$270K +$274K +5,388 New
CIAS
13
CFS Investment Advisory Services
New Jersey
$203K – – –
1IA
14
1620 Investment Advisors
Massachusetts
$5.67K +$5.74K +113 New
UBS Group
15
UBS Group
Switzerland
$602 +$609 +12 New
OA
16
Oasis Advisors
Iowa
– -$2.85M -56,225 Closed
CAS
17
Coppell Advisory Solutions
Texas
– -$331K -6,543 Closed
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
– -$301K -5,940 Closed

TXXI Hedge Fund Activity: Q1 2026 in Review

15 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) for Q1 2026, worth a combined $17.9M — down 6.3% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TXXI positions and 3 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Traphagen Investment Advisors, opening a new position worth an estimated $1.32M. The largest seller was Oasis Advisors, exiting entirely with an estimated $2.85M sold.

  • 15 institutional investors held BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) as of Q1 2026, up from 11 in Q4 2025.
  • Funds reported $17.9M of BondBloxx IR+M Tax-Aware Intermediate Duration ETF stock for Q1 2026, down 6.3% quarter-over-quarter.
  • 7 funds opened new BondBloxx IR+M Tax-Aware Intermediate Duration ETF positions in Q1 2026 and 3 closed out, a net change of +4 holders.
  • The largest BondBloxx IR+M Tax-Aware Intermediate Duration ETF buyer in Q1 2026 was Traphagen Investment Advisors, an estimated $1.32M added.
  • The largest BondBloxx IR+M Tax-Aware Intermediate Duration ETF seller in Q1 2026 was Oasis Advisors, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2026.