BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
21 hedge funds and large institutions have $140M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $116M → $140M (+$24.3M)
11% more funds holding
Funds holding: 19 → 21 (+2)
3.17% more ownership
Funds ownership: 95.26% → 98.43% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$15.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.05M |
| 3 |
NRG
Nemes Rush Group
Novi,
Michigan
|
+$3.89M |
| 4 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$3.57M |
| 5 |
BCM
Blume Capital Management
Berkeley,
California
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$4.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$546K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$193K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$29K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.13K |
XFIV Hedge Fund Activity: Q4 2024 in Review
21 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q4 2024, worth a combined $140M — up 21% from $116M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XFIV positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Gradient Investments, adding an estimated $15.7M. The largest seller was Legacy CG, exiting entirely with an estimated $4.41M sold.
- 21 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $140M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 6 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q4 2024 was Gradient Investments, an estimated $15.7M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q4 2024 was Legacy CG, an estimated $4.41M sold.
Based on aggregated 13F filings for Q4 2024.