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.
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%)
51% less capital inflows, than outflows
Capital inflows: $18.2M | Capital outflows: $36.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gradient Investments
Arden Hills,
Minnesota
|
+$5.09M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$2.83M |
| 3 |
Mattson Financial Services
Kentwood,
Michigan
|
+$2.62M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.96M |
| 5 |
Nemes Rush Group
Novi,
Michigan
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pineridge Advisors
St. Charles,
Missouri
|
-$36.2M |
| 2 |
Jane Street
New York
|
-$561K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$155K |
| 4 |
Blume Capital Management
Berkeley,
California
|
-$36.2K |
| 5 |
Belpointe Asset Management
Reno,
Nevada
|
-$1.64K |
XFIV Hedge Fund Activity: Q1 2025 in Review
29 of the 7,489 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.