BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
38 hedge funds and large institutions have $205M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more capital invested
Capital invested by funds: $142M → $205M (+$62.7M)
15% more funds holding
Funds holding: 33 → 38 (+5)
2.25% more ownership
Funds ownership: 90.13% → 92.38% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$35.9M |
| 2 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
+$6.95M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.11M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.72M |
| 5 |
NRG
Nemes Rush Group
Novi,
Michigan
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAP
Tounjian Advisory Partners
Fort Myers,
Florida
|
-$542K |
| 2 |
Jane Street
New York
|
-$400K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$328K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$153K |
| 5 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$44.7K |
XFIV Hedge Fund Activity: Q3 2025 in Review
38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q3 2025, worth a combined $205M — up 44% from $142M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XFIV positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 4 trimmed.
The largest buyer was Pineridge Advisors, adding an estimated $35.9M. The largest seller was Tounjian Advisory Partners, exiting entirely with an estimated $542K sold.
- 38 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q3 2025, up from 33 in Q2 2025.
- Funds reported $205M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q3 2025, up 44% quarter-over-quarter.
- 9 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q3 2025 and 4 closed out, a net change of +5 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q3 2025 was Pineridge Advisors, an estimated $35.9M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q3 2025 was Tounjian Advisory Partners, an estimated $542K sold.
Based on aggregated 13F filings for Q3 2025.