BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
33 hedge funds and large institutions have $142M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 6 closing their positions.
571% more capital inflows, than outflows
Capital inflows: $20M | Capital outflows: $2.98M
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
14% more funds holding
Funds holding: 29 → 33 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.16% less ownership
Funds ownership: 94.29% → 90.13% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Harbor Partners
Houston,
Texas
|
+$4.38M |
| 2 |
Gradient Investments
Arden Hills,
Minnesota
|
+$2.84M |
| 3 |
Nemes Rush Group
Novi,
Michigan
|
+$2.28M |
| 4 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.21M |
| 5 |
Financial Guidance Group
Palm Harbor,
Florida
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mach-1 Financial Group
Rogers,
Arkansas
|
-$1.09M |
| 2 |
Flow Traders U.S.
New York
|
-$964K |
| 3 |
Endeavor Private Wealth
Topeka,
Kansas
|
-$317K |
| 4 |
Pineridge Advisors
St. Charles,
Missouri
|
-$263K |
| 5 |
Lloyd Advisory Services
Suwanee,
Georgia
|
-$221K |
XFIV Hedge Fund Activity: Q2 2025 in Review
33 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q2 2025, worth a combined $142M — up 14% from $124M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XFIV positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 3 trimmed.
The largest buyer was Royal Harbor Partners, opening a new position worth an estimated $4.38M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $1.09M sold.
- 33 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q2 2025, up from 29 in Q1 2025.
- Funds reported $142M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q2 2025, up 14% quarter-over-quarter.
- 10 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q2 2025 and 6 closed out, a net change of +4 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q2 2025 was Royal Harbor Partners, an estimated $4.38M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q2 2025 was Mach-1 Financial Group, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2025.