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BondBloxx BB-Rated USD High Yield Corporate Bond ETF

22 hedge funds and large institutions have $350M invested in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

22% more funds holding

Funds holding: 1822 (+4)

15% more capital invested

Capital invested by funds: $305M → $350M (+$44.6M)

12.36% more ownership

Funds ownership: 97.59%109.95% (+12%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$257M
PFM
2
Potomac Fund Management
Florida
$41.6M +$41.3M +1,004,960 New
AP
3
Atwood & Palmer
Missouri
$19.6M +$467K +11,386 +2%
MOS
4
MGO One Seven
Ohio
$8.56M +$313K +7,633 +4%
Lido Advisors
5
Lido Advisors
California
$7.76M +$206K +5,015 +3%
SMM
6
Stadion Money Management
Georgia
$4.38M -$73.1K -1,781 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.48M +$27.7K +674 +0.8%
SRC
8
Sage Rhino Capital
California
$2.34M +$36.5K +889 +2%
FW
9
FullCircle Wealth
Texas
$1.89M +$92.2K +2,246 +5%
Jane Street
10
Jane Street
New York
$910K +$99.7K +2,428 +12%
CA
11
CGN Advisors
Kansas
$714K -$52.5K -1,280 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$389K +$386K +9,406 New
MML Investors Services
13
MML Investors Services
Massachusetts
$389K +$386K +9,406 New
DAS
14
Dynamic Advisor Solutions
Arizona
$207K
IA
15
IFP Advisors
Florida
$102K
CBT
16
Crews Bank & Trust
Florida
$51.7K
GRP
17
Global Retirement Partners
California
$47.1K +$657 +16 +1%
AIC
18
Archer Investment Corporation
Indiana
$43.2K +$985 +24 +2%
NRG
19
Nemes Rush Group
Michigan
$29.1K +$28.9K +703 New
Osaic Holdings
20
Osaic Holdings
Arizona
$13.7K +$13.6K +331 New
AWM
21
AE Wealth Management
Kansas
$5.87K
Morgan Stanley
22
Morgan Stanley
New York
$262
GPFA
23
Game Plan Financial Advisors
Ohio
-$103K -2,500 Closed

XBB Hedge Fund Activity: Q3 2025 in Review

22 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) for Q3 2025, worth a combined $350M — up 15% from $305M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBB positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Potomac Fund Management, opening a new position worth an estimated $41.3M. The largest seller was Game Plan Financial Advisors, exiting entirely with an estimated $103K sold.

  • 22 institutional investors held BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) as of Q3 2025, up from 18 in Q2 2025.
  • Funds reported $350M of BondBloxx BB-Rated USD High Yield Corporate Bond ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 5 funds opened new BondBloxx BB-Rated USD High Yield Corporate Bond ETF positions in Q3 2025 and 1 closed out, a net change of +4 holders.
  • The largest BondBloxx BB-Rated USD High Yield Corporate Bond ETF buyer in Q3 2025 was Potomac Fund Management, an estimated $41.3M added.
  • The largest BondBloxx BB-Rated USD High Yield Corporate Bond ETF seller in Q3 2025 was Game Plan Financial Advisors, an estimated $103K sold.

Based on aggregated 13F filings for Q3 2025.