BondBloxx B-Rated USD High Yield Corporate Bond ETF
11 hedge funds and large institutions have $17.7M invested in BondBloxx B-Rated USD High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
38% more funds holding
Funds holding: 8 → 11 (+3)
2.46% more ownership
Funds ownership: 53.64% → 56.11% (+2.5%)
1% more capital invested
Capital invested by funds: $17.6M → $17.7M (+$97.5K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.92M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.05M |
| 3 |
SSWM
Strait & Sound Wealth Management
San Francisco,
California
|
+$261K |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$242K |
| 5 |
NRG
Nemes Rush Group
Novi,
Michigan
|
+$1.11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$2.67M |
| 2 |
Jane Street
New York
|
-$562K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $10.5M | – | – | – |
|
|
2
Cetera Investment Advisers
Schaumburg,
Illinois
| $3.12M | +$1.92M | +48,594 | +160% |
|
|
SSWM
3
Strait & Sound Wealth Management
San Francisco,
California
| $1.76M | +$261K | +6,609 | +17% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.05M | +$1.05M | +26,641 | New |
|
|
5
Jane Street
New York
| $449K | -$562K | -14,218 | -56% |
|
|
MOS
6
MGO One Seven
Beachwood,
Ohio
| $371K | -$2.67M | -67,512 | -88% |
|
|
SIM
7
Stratos Investment Management
Beachwood,
Ohio
| $242K | +$242K | +6,135 | New |
|
|
NRG
8
Nemes Rush Group
Novi,
Michigan
| $156K | +$1.11K | +28 | +0.7% |
|
|
GRP
9
Global Retirement Partners
San Rafael,
California
| $30.5K | +$435 | +11 | +1% |
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $1.22K | – | – | – |
|
11
Morgan Stanley
New York
| $57 | +$40 | +1 | New |
|
XB Hedge Fund Activity: Q4 2025 in Review
11 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in BondBloxx B-Rated USD High Yield Corporate Bond ETF (XB) for Q4 2025, worth a combined $17.7M — up 0.55% from $17.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XB positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.92M. The largest seller was MGO One Seven, cutting an estimated $2.67M.
- 11 institutional investors held BondBloxx B-Rated USD High Yield Corporate Bond ETF (XB) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $17.7M of BondBloxx B-Rated USD High Yield Corporate Bond ETF stock for Q4 2025, up 0.55% quarter-over-quarter.
- 3 funds opened new BondBloxx B-Rated USD High Yield Corporate Bond ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
- The largest BondBloxx B-Rated USD High Yield Corporate Bond ETF buyer in Q4 2025 was Cetera Investment Advisers, an estimated $1.92M added.
- The largest BondBloxx B-Rated USD High Yield Corporate Bond ETF seller in Q4 2025 was MGO One Seven, an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2025.