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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF

34 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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$52.4M +$2.87M +58,056 +6%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$34.7M
AWM
3
AE Wealth Management
Kansas
$10.2M +$2.22M +44,896 +28%
NRG
4
Nemes Rush Group
Michigan
$7.83M +$2.3M +46,705 +42%
MFS
5
Mattson Financial Services
Michigan
$5.91M +$288K +5,841 +5%
Bank of America
6
Bank of America
North Carolina
$4.68M +$733K +14,859 +19%
RHP
7
Royal Harbor Partners
Texas
$4.42M +$4.42M +89,577 New
BFA
8
Brown Financial Advisors
Ohio
$3.57M -$75.7K -1,534 -2%
ACA
9
Aptus Capital Advisors
Alabama
$2.24M +$2.24M +45,294 New
FGG
10
Financial Guidance Group
Florida
$2.24M +$2.24M +45,294 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.05M +$53.4K +1,083 +3%
BCM
12
Blume Capital Management
California
$1.84M +$58K +1,175 +3%
PW
13
Paladin Wealth
Minnesota
$1.83M +$229K +4,632 +14%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.74M +$55.6K +1,127 +3%
ESL
15
Endurance Services Ltd
New York
$1.2M
Jane Street
16
Jane Street
New York
$971K +$630K +12,772 +185%
AWM
17
Able Wealth Management
New Jersey
$947K +$947K +19,191 New
TAP
18
Tounjian Advisory Partners
Florida
$542K -$16.5K -336 -3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$498K +$91.8K +1,858 +23%
WIM
20
WealthPlan Investment Management
Nebraska
$472K +$444 +9 +0.1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$381K +$167K +3,376 +78%
SS
22
Sunbelt Securities
Texas
$328K
IWM
23
IHT Wealth Management
Illinois
$322K +$322K +6,525 New
BAM
24
Belpointe Asset Management
Nevada
$321K +$13.6K +276 +4%
Citadel Advisors
25
Citadel Advisors
Florida
$244K +$1.48K +30 +0.6%