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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

123 hedge funds and large institutions have $1.21B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

8% less funds holding

Funds holding: 133123 (-10)

12.25% less ownership

Funds ownership: 75.76%63.51% (-12%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

19% less capital invested

Capital invested by funds: $1.48B → $1.21B (-$278M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.51%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
13
Increased
53
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Potomac Fund Management
Florida
$323M -$84.3M -1,676,621 -21%
CCA
2
Carrera Capital Advisors
Michigan
$142M +$16.9M +335,325 +13%
TIM
3
Total Investment Management
Arizona
$89.6M -$1.37M -27,254 -2%
TWM
4
Tanager Wealth Management
United Kingdom
$73.6M -$14.7M -292,053 -17%
APM
5
a16z Perennial Management
California
$70.1M
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$48.7M +$24.2M +481,496 +99%
Bank of America
7
Bank of America
North Carolina
$47.6M +$4.11M +81,667 +9%
3AM
8
3EDGE Asset Management
Florida
$33M -$12.5K -248 -0%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31.7M +$9.8M +194,858 +45%
JFG
10
JDM Financial Group
Texas
$26.8M -$1M -19,947 -4%
Goldman Sachs
11
Goldman Sachs
New York
$21.9M +$19.3M +384,307 +746%
SOS
12
Silver Oak Securities
Tennessee
$19.5M +$2.24M +44,592 +13%
ECM
13
Evergreen Capital Management
Washington
$17.1M +$1.16M +23,140 +7%
AP
14
Advisors Preferred
Maryland
$14M +$1.98M +39,300 +16%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$12.5M +$4.58M +91,135 +58%
Morgan Stanley
16
Morgan Stanley
New York
$12.1M -$1.23M -24,447 -9%
CFO
17
Cambient Family Office
Michigan
$11.7M +$5.28M +105,003 +82%
SAW
18
Signal Advisors Wealth
Michigan
$10.9M -$789K -15,684 -7%
EMAM
19
Encompass More Asset Management
California
$9.18M +$5.52M +109,856 +152%
SMM
20
Stadion Money Management
Georgia
$8.76M +$70.4K +1,400 +0.8%
LWANC
21
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.13M +$777K +15,455 +11%
SPC
22
Sigma Planning Corp
Michigan
$7.89M +$53.7K +1,067 +0.7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$7.69M -$2.42M -48,080 -24%
EI
24
eCIO Inc
Wisconsin
$6.99M +$2.81M +55,864 +67%
DWM
25
Diversify Wealth Management
Utah
$6.83M +$16.6K +330 +0.2%

XHLF Hedge Fund Activity: Q1 2026 in Review

123 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q1 2026, worth a combined $1.21B — down 19% from $1.48B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XHLF and 13 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 53 added.

The largest buyer was Bank of Montreal, adding an estimated $24.2M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $241M sold.

  • 123 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q1 2026, down from 133 in Q4 2025.
  • Funds reported $1.21B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q1 2026, down 19% quarter-over-quarter.
  • 13 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q1 2026 and 21 closed out, a net change of -8 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q1 2026 was Bank of Montreal, an estimated $24.2M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q1 2026 was Q3 Asset Management, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2026.