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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+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: 4045 (+5)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
19
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$73.4M +$11.4M +231,051 +18%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$65.5M +$31.1M +628,461 +89%
Wells Fargo
3
Wells Fargo
California
$47.8M -$883K -17,853 -2%
KIM
4
Kestra Investment Management
Texas
$31.5M +$31.7M +639,942 New
DF
5
Donoghue Forlines
Massachusetts
$26.7M -$6M -121,332 -18%
Bank of America
6
Bank of America
North Carolina
$20.7M +$4.34M +87,796 +26%
AWM
7
AE Wealth Management
Kansas
$20.5M +$3.74M +75,708 +22%
CICC
8
Capital Investment Counsel (Colorado)
Colorado
$19.8M +$5.21M +105,300 +35%
NRG
9
Nemes Rush Group
Michigan
$17.3M +$3.45M +69,740 +25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.4M +$11.5M +231,692 New
MWM
11
Meridian Wealth Management
Kentucky
$9.63M +$444K +8,976 +5%
MFS
12
Mattson Financial Services
Michigan
$7.84M +$792K +16,010 +11%
BFA
13
Brown Financial Advisors
Ohio
$4.89M +$1.14M +23,134 +30%
FGG
14
Financial Guidance Group
Florida
$3.76M +$79.1K +1,599 +2%
ACA
15
Aptus Capital Advisors
Alabama
$3.76M +$79.1K +1,599 +2%
WAS
16
WESPAC Advisors SoCal
California
$3.41M +$3.43M +69,400 New
AA
17
ALPS Advisors
Colorado
$2.82M +$2.84M +57,340 New
IA
18
Inspire Advisors
Idaho
$2.74M +$2.76M +55,803 New
PW
19
Paladin Wealth
Minnesota
$2.6M +$293K +5,930 +13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.42M -$68.5K -1,385 -3%
SAFS
21
S&A Financial Services
Kansas
$1.92M +$1.94M +39,139 New
BCM
22
Blume Capital Management
California
$1.75M -$63.1K -1,275 -3%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$943K +19,065 +163%
Jane Street
24
Jane Street
New York
$1.19M -$516K -10,440 -30%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.17M -$35.1K -710 -3%

XFIV Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 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.