BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
45 hedge funds and large institutions have $392M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more capital invested
Capital invested by funds: $295M → $392M (+$97.4M)
12.79% more ownership
Funds ownership: 71.36% → 84.15% (+13%)
13% more funds holding
Funds holding: 40 → 45 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$31.7M |
| 2 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$31.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.5M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.4M |
| 5 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
+$5.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$6M |
| 2 |
RHP
Royal Harbor Partners
Houston,
Texas
|
-$4.5M |
| 3 |
PUI
Purpose Unlimited Inc
Toronto,
|
-$2.25M |
| 4 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$1.95M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$883K |
XFIV Hedge Fund Activity: Q1 2026 in Review
45 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q1 2026, worth a combined $392M — up 33% from $295M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XFIV positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Kestra Investment Management, opening a new position worth an estimated $31.7M. The largest seller was Donoghue Forlines, cutting an estimated $6M.
- 45 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q1 2026, up from 40 in Q4 2025.
- Funds reported $392M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q1 2026, up 33% quarter-over-quarter.
- 13 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q1 2026 and 5 closed out, a net change of +8 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q1 2026 was Kestra Investment Management, an estimated $31.7M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q1 2026 was Donoghue Forlines, an estimated $6M sold.
Based on aggregated 13F filings for Q1 2026.