BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
14 hedge funds and large institutions have $71.3M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
75% more capital invested
Capital invested by funds: $40.7M → $71.3M (+$30.6M)
75% more funds holding
Funds holding: 8 → 14 (+6)
1.87% less ownership
Funds ownership: 92.1% → 90.23% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$25.4M |
| 2 |
Jane Street
New York
|
+$2.04M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$942K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$922K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$831K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$30.3K |
| 2 |
Morgan Stanley
New York
|
-$49 |
XFIV Hedge Fund Activity: Q1 2024 in Review
14 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q1 2024, worth a combined $71.3M — up 75% from $40.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XFIV positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Gradient Investments, adding an estimated $25.4M. The largest seller was Bank of Montreal, exiting entirely with an estimated $30.3K sold.
- 14 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q1 2024, up from 8 in Q4 2023.
- Funds reported $71.3M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q1 2024, up 75% quarter-over-quarter.
- 7 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q1 2024 and 1 closed out, a net change of +6 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q1 2024 was Gradient Investments, an estimated $25.4M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q1 2024 was Bank of Montreal, an estimated $30.3K sold.
Based on aggregated 13F filings for Q1 2024.