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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF

40 hedge funds and large institutions have $295M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more capital invested

Capital invested by funds: $205M → $295M (+$89.8M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 3840 (+2)

21.02% less ownership

Funds ownership: 92.38%71.36% (-21%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
23
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$62.5M +$6.2M +124,813 +11%
Wells Fargo
2
Wells Fargo
California
$49M +$49.2M +989,673 +19,793,460%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.8M
DF
4
Donoghue Forlines
Massachusetts
$32.8M +$33M +663,905 New
AWM
5
AE Wealth Management
Kansas
$16.9M +$1.47M +29,644 +10%
Bank of America
6
Bank of America
North Carolina
$16.5M +$9.55M +192,206 +136%
CICC
7
Capital Investment Counsel (Colorado)
Colorado
$14.7M +$7.78M +156,724 +111%
NRG
8
Nemes Rush Group
Michigan
$14M +$3.27M +65,749 +30%
MWM
9
Meridian Wealth Management
Kentucky
$9.25M +$9.28M +186,893 New
MFS
10
Mattson Financial Services
Michigan
$7.1M +$908K +18,277 +15%
RHP
11
Royal Harbor Partners
Texas
$4.5M +$103K +2,071 +2%
BFA
12
Brown Financial Advisors
Ohio
$3.78M +$17.4K +350 +0.5%
FGG
13
Financial Guidance Group
Florida
$3.71M +$1.1M +22,161 +42%
ACA
14
Aptus Capital Advisors
Alabama
$3.71M +$1.1M +22,161 +42%
PUI
15
Purpose Unlimited Inc
$2.65M +$2.66M +53,642 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.5M +$295K +5,946 +13%
PW
17
Paladin Wealth
Minnesota
$2.33M +$240K +4,839 +11%
M1FG
18
Mach-1 Financial Group
Arkansas
$1.95M +$1.95M +39,350 New
BCM
19
Blume Capital Management
California
$1.82M -$24.8K -500 -1%
Jane Street
20
Jane Street
New York
$1.71M +$1.14M +23,026 +199%
Citadel Advisors
21
Citadel Advisors
Florida
$1.22M +$437K +8,797 +56%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$1.22M -$553K -11,136 -31%
AWM
23
Able Wealth Management
New Jersey
$1.17M +$26.8K +539 +2%
SHWA
24
Safe Harbor Wealth Advisors
Ohio
$1.13M +$1.13M +22,719 New
GAA
25
Global Assets Advisory
Florida
$583K +$585K +11,787 New

XFIV Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q4 2025, worth a combined $295M — up 44% from $205M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XFIV positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $49.2M. The largest seller was GTS Securities, exiting entirely with an estimated $1.42M sold.

  • 40 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $295M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q4 2025, up 44% quarter-over-quarter.
  • 11 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q4 2025 and 8 closed out, a net change of +3 holders.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q4 2025 was Wells Fargo, an estimated $49.2M added.
  • The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q4 2025 was GTS Securities, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2025.