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BondBloxx BB-Rated USD High Yield Corporate Bond ETF

23 hedge funds and large institutions have $349M invested in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less funds holding

Funds holding: 2423 (-1)

6.38% less ownership

Funds ownership: 96.53%90.15% (-6.4%)

11% less capital invested

Capital invested by funds: $394M → $349M (-$44.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
8
Reduced
4
Closed
5
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
$300M
AP
2
Atwood & Palmer
Missouri
$20.3M +$565K +13,740 +3%
Lido Advisors
3
Lido Advisors
California
$9.22M +$1.73M +42,003 +23%
MOS
4
MGO One Seven
Ohio
$8.9M +$184K +4,472 +2%
IA
5
IFP Advisors
Florida
$2.91M +$2.84M +69,032 +2,804%
SRC
6
Sage Rhino Capital
California
$2.13M -$213K -5,175 -9%
TIA
7
Teucrium Investment Advisors
Vermont
$1.3M +$1.32M +32,110 New
MML Investors Services
8
MML Investors Services
Massachusetts
$958K +$555K +13,514 +135%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$893K +$10.7K +260 +1%
SIM
10
Stratos Investment Management
Ohio
$787K +$795K +19,350 New
CA
11
CGN Advisors
Kansas
$555K -$173K -4,219 -24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$550K +$41.4K +1,006 +8%
Jane Street
13
Jane Street
New York
$266K +$269K +6,539 New
KAS
14
Kestra Advisory Services
Texas
$232K +$53.8K +1,309 +30%
DAS
15
Dynamic Advisor Solutions
Arizona
$203K
CBT
16
Crews Bank & Trust
Florida
$50.9K
AIC
17
Archer Investment Corporation
Indiana
$43.5K
NRG
18
Nemes Rush Group
Michigan
$28.6K
TC
19
Truvestments Capital
Florida
$15.1K +$15.2K +370 New
Osaic Holdings
20
Osaic Holdings
Arizona
$13.5K
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$4.88K +$4.93K +120 New
AWM
22
AE Wealth Management
Kansas
$3.3K -$2.51K -61 -43%
Morgan Stanley
23
Morgan Stanley
New York
$203 -$1.69K -41 -89%
PFM
24
Potomac Fund Management
Florida
-$48.3M -1,174,307 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$255K -6,194 Closed

XBB Hedge Fund Activity: Q1 2026 in Review

23 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) for Q1 2026, worth a combined $349M — down 11% from $394M a quarter earlier.

Fund positioning in XBB was balanced in Q1 2026: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 4 trimmed.

The largest buyer was IFP Advisors, adding an estimated $2.84M. The largest seller was Potomac Fund Management, exiting entirely with an estimated $48.3M sold.

  • 23 institutional investors held BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) as of Q1 2026, down from 24 in Q4 2025.
  • Funds reported $349M of BondBloxx BB-Rated USD High Yield Corporate Bond ETF stock for Q1 2026, down 11% quarter-over-quarter.
  • 5 funds opened new BondBloxx BB-Rated USD High Yield Corporate Bond ETF positions in Q1 2026 and 5 closed out, a net change of 0 holders.
  • The largest BondBloxx BB-Rated USD High Yield Corporate Bond ETF buyer in Q1 2026 was IFP Advisors, an estimated $2.84M added.
  • The largest BondBloxx BB-Rated USD High Yield Corporate Bond ETF seller in Q1 2026 was Potomac Fund Management, an estimated $48.3M sold.

Based on aggregated 13F filings for Q1 2026.