BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
60 hedge funds and large institutions have $350M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
33% more funds holding
Funds holding: 45 → 60 (+15)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
2.27% less ownership
Funds ownership: 84.15% → 81.88% (-2.3%)
11% less capital invested
Capital invested by funds: $392M → $350M (-$42.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Arvest Investments
Lowell,
Arkansas
|
+$11.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.46M |
| 3 |
NRG
Nemes Rush Group
Novi,
Michigan
|
+$2.98M |
| 4 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
+$2.59M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$46M |
| 2 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$5.99M |
| 3 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$4.65M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.75M |
| 5 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$3.02M |
XFIV Hedge Fund Activity: Q2 2026 in Review
60 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q2 2026, worth a combined $350M — down 11% from $392M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XFIV positions and 3 closed out — a net gain of 16 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Arvest Investments, opening a new position worth an estimated $11.8M. The largest seller was Gradient Investments, cutting an estimated $46M.
- 60 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q2 2026, up from 45 in Q1 2026.
- Funds reported $350M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q2 2026, down 11% quarter-over-quarter.
- 19 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q2 2026 and 3 closed out, a net change of +16 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q2 2026 was Arvest Investments, an estimated $11.8M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q2 2026 was Gradient Investments, an estimated $46M sold.
Based on aggregated 13F filings for Q2 2026.