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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV

29 hedge funds and large institutions have $124M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

38% more funds holding

Funds holding: 21 → 29 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.15% less ownership

Funds ownership: 98.43% → 94.29% (-4.1%)

11% less capital invested

Capital invested by funds: $140M → $124M (-$15.9M)

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
11
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$5.09M
2
AWM
AE Wealth Management
Kansas
+$2.83M
3
MFS
Mattson Financial Services
Michigan
+$2.62M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.96M
5
NRG
Nemes Rush Group
Michigan
+$1.54M

Top Sellers

1
PA
Pineridge Advisors
Missouri
-$36.2M
2
Jane Street
Jane Street
New York
-$561K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$155K
4
BCM
Blume Capital Management
California
-$36.2K
5
BAM
Belpointe Asset Management
Nevada
-$1.64K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$49.3M +$5.09M +105,392 +12%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$34.6M – – –
AWM
3
AE Wealth Management
Kansas
$7.98M +$2.83M +58,561 +56%
MFS
4
Mattson Financial Services
Michigan
$5.59M +$2.62M +54,256 +91%
NRG
5
Nemes Rush Group
Michigan
$5.5M +$1.54M +31,942 +40%
Bank of America
6
Bank of America
North Carolina
$3.92M +$300K +6,217 +8%
BFA
7
Brown Financial Advisors
Ohio
$3.63M +$305K +6,307 +9%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.99M +$1.96M +40,503 New
BCM
9
Blume Capital Management
California
$1.77M -$36.2K -750 -2%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$1.68M +$307K +6,357 +23%
PW
11
Paladin Wealth
Minnesota
$1.6M +$319K +6,597 +25%
ESL
12
Endurance Services Ltd
New York
$1.2M – – –
M1FG
13
Mach-1 Financial Group
Arkansas
$1.09M +$1.08M +22,265 New
FTUS
14
Flow Traders U.S.
New York
$964K +$204K +4,228 +27%
TAP
15
Tounjian Advisory Partners
Florida
$558K +$550K +11,376 New
WIM
16
WealthPlan Investment Management
Nebraska
$469K +$462K +9,555 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$404K +$27K +559 +7%
Jane Street
18
Jane Street
New York
$339K -$561K -11,611 -63%
SS
19
Sunbelt Securities
Texas
$336K – – –
PA
20
Pineridge Advisors
Missouri
$327K -$36.2M -748,909 -99%
EPW
21
Endeavor Private Wealth
Kansas
$317K +$187K +3,865 +150%
BAM
22
Belpointe Asset Management
Nevada
$306K -$1.64K -34 -0.5%
Citadel Advisors
23
Citadel Advisors
Florida
$241K +$237K +4,911 New
LAS
24
Lloyd Advisory Services
Georgia
$221K +$218K +4,508 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$213K -$155K -3,213 -43%
1
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XFIV Hedge Fund Activity: Q1 2025 in Review

29 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q1 2025, worth a combined $124M — down 11% from $140M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XFIV positions and 0 closed out — a net gain of 9 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Gradient Investments, adding an estimated $5.09M. The largest seller was Pineridge Advisors, cutting an estimated $36.2M.

  • 29 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q1 2025, up from 21 in Q4 2024.
  • Funds reported $124M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 9 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q1 2025 and 0 closed out, a net change of +9 holders.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q1 2025 was Gradient Investments, an estimated $5.09M added.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q1 2025 was Pineridge Advisors, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2025.