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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV

33 hedge funds and large institutions have $142M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $124M → $142M (+$17.8M)

14% more funds holding

Funds holding: 29 → 33 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.16% less ownership

Funds ownership: 94.29% → 90.13% (-4.2%)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
17
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RHP
Royal Harbor Partners
Texas
+$4.38M
2
GI
Gradient Investments
Minnesota
+$2.84M
3
NRG
Nemes Rush Group
Michigan
+$2.28M
4
ACA
Aptus Capital Advisors
Alabama
+$2.21M
5
FGG
Financial Guidance Group
Florida
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
M1FG
Mach-1 Financial Group
Arkansas
-$1.09M
2
FTUS
Flow Traders U.S.
New York
-$964K
3
EPW
Endeavor Private Wealth
Kansas
-$317K
4
PA
Pineridge Advisors
Missouri
-$263K
5
LAS
Lloyd Advisory Services
Georgia
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$207K +$205K +4,198 New
PA
27
Pineridge Advisors
Missouri
$63.4K -$263K -5,372 -81%
BCMLT
28
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.7K +$43.9K +899 +11,238%
AF
29
Allworth Financial
California
$16.1K +$16K +327 New
NS
30
NBC Securities
Alabama
$10K +$10.6K +216 New
Morgan Stanley
31
Morgan Stanley
New York
$3.34K +$3.23K +66 +6,600%
GRP
32
Global Retirement Partners
California
$2.22K +$2.2K +45 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.1K +$1.07K +22 New
M1FG
34
Mach-1 Financial Group
Arkansas
– -$1.09M -22,265 Closed
FTUS
35
Flow Traders U.S.
New York
– -$964K -19,649 Closed
EPW
36
Endeavor Private Wealth
Kansas
– -$317K -6,449 Closed
LAS
37
Lloyd Advisory Services
Georgia
– -$221K -4,508 Closed
Osaic Holdings
38
Osaic Holdings
Arizona
– -$26.7K -544 Closed
CAWM
39
Capital A Wealth Management
Pennsylvania
– -$540 -11 Closed
1
2

XFIV Hedge Fund Activity: Q2 2025 in Review

33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q2 2025, worth a combined $142M — up 14% from $124M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XFIV positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 3 trimmed.

The largest buyer was Royal Harbor Partners, opening a new position worth an estimated $4.38M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $1.09M sold.

  • 33 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q2 2025, up from 29 in Q1 2025.
  • Funds reported $142M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 10 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q2 2025 and 6 closed out, a net change of +4 holders.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q2 2025 was Royal Harbor Partners, an estimated $4.38M added.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q2 2025 was Mach-1 Financial Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2025.