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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV

45 hedge funds and large institutions have $392M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

33% more capital invested

Capital invested by funds: $295M → $392M (+$97.4M)

12.79% more ownership

Funds ownership: 71.36% → 84.15% (+13%)

13% more funds holding

Funds holding: 40 → 45 (+5)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
19
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Kestra Investment Management
Texas
+$31.7M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$31.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M
4
GI
Gradient Investments
Minnesota
+$11.4M
5
CICC
Capital Investment Counsel (Colorado)
Colorado
+$5.21M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
-$6M
2
RHP
Royal Harbor Partners
Texas
-$4.5M
3
PUI
Purpose Unlimited Inc
-$2.25M
4
M1FG
Mach-1 Financial Group
Arkansas
-$1.95M
5
Wells Fargo
Wells Fargo
California
-$883K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
26
Prime Capital Investment Advisors
Kansas
$946K +$952K +19,250 New
Citadel Advisors
27
Citadel Advisors
Florida
$901K -$311K -6,291 -26%
GAA
28
Global Assets Advisory
Florida
$594K +$14.9K +301 +3%
BAM
29
Belpointe Asset Management
Nevada
$551K +$45.8K +926 +9%
AWM
30
Able Wealth Management
New Jersey
$526K -$638K -12,897 -55%
WIM
31
WealthPlan Investment Management
Nebraska
$448K -$17.3K -349 -4%
PUI
32
Purpose Unlimited Inc
$402K -$2.25M -45,464 -85%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$393K +$3.36K +68 +0.9%
SFA
34
Spectrum Financial Alliance
Kentucky
$380K – – –
SPC
35
Sigma Planning Corp
Michigan
$375K +$378K +7,638 New
SSWM
36
Strait & Sound Wealth Management
California
$250K +$251K +5,076 New
TRCT
37
Tower Research Capital (TRC)
New York
$109K +$110K +2,216 New
CF
38
Centaurus Financial
California
$103K +$104K +2,099 New
UBS Group
39
UBS Group
Switzerland
$75.4K +$68.8K +1,391 +980%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$59.4K +$59.8K +1,208 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$58.5K -$16.2K -328 -22%
ECA
42
Elevated Capital Advisors
Utah
$54.8K +$55.1K +1,114 New
NS
43
NBC Securities
Alabama
$11K +$99 +2 +0.9%
Osaic Holdings
44
Osaic Holdings
Arizona
$9.83K -$4.25K -86 -30%
Morgan Stanley
45
Morgan Stanley
New York
$5.7K +$2.47K +50 +76%
RHP
46
Royal Harbor Partners
Texas
– -$4.5M -91,047 Closed
M1FG
47
Mach-1 Financial Group
Arkansas
– -$1.95M -39,350 Closed
IWM
48
IHT Wealth Management
Illinois
– -$355K -7,175 Closed
KA
49
Kovack Advisors
Florida
– -$242K -4,900 Closed
SOS
50
Silver Oak Securities
Tennessee
– -$232K -4,679 Closed
1
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XFIV Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q1 2026, worth a combined $392M — up 33% from $295M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XFIV positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Kestra Investment Management, opening a new position worth an estimated $31.7M. The largest seller was Donoghue Forlines, cutting an estimated $6M.

  • 45 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q1 2026, up from 40 in Q4 2025.
  • Funds reported $392M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q1 2026, up 33% quarter-over-quarter.
  • 13 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q1 2026 and 5 closed out, a net change of +8 holders.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q1 2026 was Kestra Investment Management, an estimated $31.7M added.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q1 2026 was Donoghue Forlines, an estimated $6M sold.

Based on aggregated 13F filings for Q1 2026.