BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
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.
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: 2 → 3 (+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: 38 → 40 (+2)
21.02% less ownership
Funds ownership: 92.38% → 71.36% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$49.2M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$33M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.55M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$9.28M |
| 5 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$1.42M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.28M |
| 3 |
ESL
Endurance Services Ltd
Purchase,
New York
|
-$1.21M |
| 4 |
KFG
Kingdom Financial Group
Peoria,
Arizona
|
-$586K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$553K |
XFIV Hedge Fund Activity: Q4 2025 in Review
40 of the 8,270 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.