BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
8 hedge funds and large institutions have $40.7M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
19% more capital invested
Capital invested by funds: $34.1M → $40.7M (+$6.64M)
1.24% less ownership
Funds ownership: 93.34% → 92.1% (-1.2%)
Top Buyers
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$4.66M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$793K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$269K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$37.5K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$29.2K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$524K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $34.6M | – | – | – |
|
|
GI
2
Gradient Investments
Arden Hills,
Minnesota
| $4.79M | +$4.66M | +97,621 | New |
|
|
FTUS
3
Flow Traders U.S.
New York
| $815K | +$793K | +16,593 | New |
|
|
BAM
4
Belpointe Asset Management
Reno,
Nevada
| $277K | +$269K | +5,638 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $212K | +$37.5K | +785 | +22% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $30.3K | +$29.2K | +612 | New |
|
|
GRP
7
Global Retirement Partners
San Rafael,
California
| $2.2K | – | – | – |
|
8
Morgan Stanley
New York
| $104 | +$96 | +2 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$524K | -11,051 | Closed |
|
XFIV Hedge Fund Activity: Q4 2023 in Review
8 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q4 2023, worth a combined $40.7M — up 19% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XFIV positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $4.66M. The largest seller was Citadel Advisors, exiting entirely with an estimated $524K sold.
- 8 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $40.7M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 5 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q4 2023 was Gradient Investments, an estimated $4.66M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q4 2023 was Citadel Advisors, an estimated $524K sold.
Based on aggregated 13F filings for Q4 2023.