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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV

40 hedge funds and large institutions have $295M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 3

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44% more capital invested

Capital invested by funds: $205M → $295M (+$89.8M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 38 → 40 (+2)

21.02% less ownership

Funds ownership: 92.38% → 71.36% (-21%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
23
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$49.2M
2
DF
Donoghue Forlines
Massachusetts
+$33M
3
Bank of America
Bank of America
North Carolina
+$9.55M
4
MWM
Meridian Wealth Management
Kentucky
+$9.28M
5
CICC
Capital Investment Counsel (Colorado)
Colorado
+$7.78M

Top Sellers

1
GS
GTS Securities
New York
-$1.42M
2
TRCT
Tower Research Capital (TRC)
New York
-$1.28M
3
ESL
Endurance Services Ltd
New York
-$1.21M
4
KFG
Kingdom Financial Group
Arizona
-$586K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$553K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$579K +$9.34K +188 +2%
BAM
27
Belpointe Asset Management
Nevada
$509K +$178K +3,583 +53%
WIM
28
WealthPlan Investment Management
Nebraska
$469K -$8.44K -170 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$392K +$52.7K +1,062 +15%
SFA
30
Spectrum Financial Alliance
Kentucky
$383K +$384K +7,731 New
IWM
31
IHT Wealth Management
Illinois
$355K – – –
KA
32
Kovack Advisors
Florida
$242K +$243K +4,900 New
SOS
33
Silver Oak Securities
Tennessee
$232K +$298 +6 +0.1%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$75.1K +$3.97K +80 +6%
Comerica Bank
35
Comerica Bank
Texas
$60.5K +$60.7K +1,223 New
GRP
36
Global Retirement Partners
California
$15.4K +$13.3K +267 +593%
Osaic Holdings
37
Osaic Holdings
Arizona
$14.2K +$14.2K +286 New
NS
38
NBC Securities
Alabama
$10.9K +$99 +2 +0.9%
UBS Group
39
UBS Group
Switzerland
$7.03K +$7.05K +142 New
Morgan Stanley
40
Morgan Stanley
New York
$3.27K – – –
GS
41
GTS Securities
New York
– -$1.42M -28,730 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$1.28M -25,877 Closed
ESL
43
Endurance Services Ltd
New York
– -$1.21M -24,400 Closed
KFG
44
Kingdom Financial Group
Arizona
– -$586K -11,829 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$228K -4,610 Closed
NA
46
NewEdge Advisors
Louisiana
– -$208K -4,198 Closed
GWM
47
Geneos Wealth Management
Colorado
– -$144K -2,904 Closed
Jones Financial Companies
48
Jones Financial Companies
Missouri
– -$18.6K -375 Closed
1
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XFIV Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q4 2025, worth a combined $295M — up 44% from $205M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XFIV positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $49.2M. The largest seller was GTS Securities, exiting entirely with an estimated $1.42M sold.

  • 40 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $295M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q4 2025, up 44% quarter-over-quarter.
  • 11 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q4 2025 and 8 closed out, a net change of +3 holders.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q4 2025 was Wells Fargo, an estimated $49.2M added.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q4 2025 was GTS Securities, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2025.