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BondBloxx BB-Rated USD High Yield Corporate Bond ETF

24 hedge funds and large institutions have $394M invested in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more capital invested

Capital invested by funds: $350M → $394M (+$44.2M)

9% more funds holding

Funds holding: 2224 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13.42% less ownership

Funds ownership: 109.95%96.53% (-13%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
11
Reduced
2
Closed
2
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
$303M +$47.1M +1,144,871 +18%
PFM
2
Potomac Fund Management
Florida
$48.3M +$6.97M +169,347 +17%
AP
3
Atwood & Palmer
Missouri
$20M +$458K +11,119 +2%
MOS
4
MGO One Seven
Ohio
$8.81M +$294K +7,155 +3%
Lido Advisors
5
Lido Advisors
California
$7.63M -$124K -3,021 -2%
SRC
6
Sage Rhino Capital
California
$2.37M +$39.3K +954 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$893K -$2.57M -62,387 -74%
CA
8
CGN Advisors
Kansas
$735K +$24.9K +604 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$514K +$127K +3,096 +33%
MML Investors Services
10
MML Investors Services
Massachusetts
$413K +$25.6K +623 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$255K +$255K +6,194 New
GWM
12
GK Wealth Management
Nevada
$243K +$243K +5,902 New
DAS
13
Dynamic Advisor Solutions
Arizona
$206K
KAS
14
Kestra Advisory Services
Texas
$181K +$181K +4,387 New
IA
15
IFP Advisors
Florida
$101K
CBT
16
Crews Bank & Trust
Florida
$51.4K
GRP
17
Global Retirement Partners
California
$47.5K +$617 +15 +1%
AIC
18
Archer Investment Corporation
Indiana
$44K +$1.03K +25 +2%
NRG
19
Nemes Rush Group
Michigan
$28.9K
Osaic Holdings
20
Osaic Holdings
Arizona
$13.6K
UBS Group
21
UBS Group
Switzerland
$9.34K +$9.34K +227 New
Bank of America
22
Bank of America
North Carolina
$6.38K +$6.38K +155 New
AWM
23
AE Wealth Management
Kansas
$5.84K
Morgan Stanley
24
Morgan Stanley
New York
$1.9K +$1.65K +40 +667%
SMM
25
Stadion Money Management
Georgia
-$4.38M -106,523 Closed

XBB Hedge Fund Activity: Q4 2025 in Review

24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) for Q4 2025, worth a combined $394M — up 13% from $350M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XBB positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $47.1M. The largest seller was Stadion Money Management, exiting entirely with an estimated $4.38M sold.

  • 24 institutional investors held BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $394M of BondBloxx BB-Rated USD High Yield Corporate Bond ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 5 funds opened new BondBloxx BB-Rated USD High Yield Corporate Bond ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest BondBloxx BB-Rated USD High Yield Corporate Bond ETF buyer in Q4 2025 was Municipal Employees' Retirement System of Michigan, an estimated $47.1M added.
  • The largest BondBloxx BB-Rated USD High Yield Corporate Bond ETF seller in Q4 2025 was Stadion Money Management, an estimated $4.38M sold.

Based on aggregated 13F filings for Q4 2025.