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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

136 hedge funds and large institutions have $1.46B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

24.17% more ownership

Funds ownership: 72.71%96.88% (+24%)

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Potomac Fund Management
Florida
$217M
QAM
2
Q3 Asset Management
Michigan
$173M
LWANC
3
Laurel Wealth Advisors (North Carolina)
North Carolina
$130M
CCA
4
Carrera Capital Advisors
Michigan
$113M
TWM
5
Tanager Wealth Management
United Kingdom
$111M
PA
6
Pineridge Advisors
Missouri
$96.3M
TIM
7
Total Investment Management
Arizona
$93.7M
APM
8
a16z Perennial Management
California
$70.1M
3AM
9
3EDGE Asset Management
Florida
$42.9M
Bank of America
10
Bank of America
North Carolina
$31.8M
SA
11
SoundView Advisors
Washington
$25.7M
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$25.5M
Wells Fargo
13
Wells Fargo
California
$23.7M
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$22.6M
Morgan Stanley
15
Morgan Stanley
New York
$18M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$17.5M
JFG
17
JDM Financial Group
Texas
$12.7M
AP
18
Advisors Preferred
Maryland
$12M
AIM
19
Astor Investment Management
Illinois
$10.7M
MML Investors Services
20
MML Investors Services
Massachusetts
$10.2M
ACA
21
Aptus Capital Advisors
Alabama
$9.81M
BCM
22
Blume Capital Management
California
$9.68M
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.29M
SMM
24
Stadion Money Management
Georgia
$8.81M
ECM
25
Evergreen Capital Management
Washington
$8.65M