BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
4 hedge funds and large institutions have $34.1M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
3% less capital invested
Capital invested by funds: $35.1M → $34.1M (-$1.04M)
4.11% less ownership
Funds ownership: 97.44% → 93.34% (-4.1%)
33% less funds holding
Funds holding: 6 → 4 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$532K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$425K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$225K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $33.4M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $524K | +$532K | +11,051 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $167K | +$11K | +229 | +7% |
|
|
GRP
4
Global Retirement Partners
San Rafael,
California
| $2.12K | – | – | – |
|
|
5
Jane Street
New York
| – | -$425K | -8,718 | Closed |
|
|
FTUS
6
Flow Traders U.S.
New York
| – | -$225K | -4,611 | Closed |
|
|
WP
7
WealthPLAN Partners
Omaha,
Nebraska
| – | -$16.5K | -339 | Closed |
|
XFIV Hedge Fund Activity: Q3 2023 in Review
4 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q3 2023, worth a combined $34.1M — down 3% from $35.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XFIV and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $532K. The largest seller was Jane Street, exiting entirely with an estimated $425K sold.
- 4 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q3 2023, down from 6 in Q2 2023.
- Funds reported $34.1M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q3 2023, down 3% quarter-over-quarter.
- 1 fund opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q3 2023 and 3 closed out, a net change of -2 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q3 2023 was Citadel Advisors, an estimated $532K added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q3 2023 was Jane Street, an estimated $425K sold.
Based on aggregated 13F filings for Q3 2023.