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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
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Overview Fund Activity

100 hedge funds and large institutions have $602M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.33%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
21
Increased
25
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tanager Wealth Management
United Kingdom
$110M
2
CCA
Carrera Capital Advisors
Michigan
$113M
3
PA
Pineridge Advisors
Missouri
$15.1M
4
Bank of America
Bank of America
North Carolina
$21.2M
5
MML Investors Services
MML Investors Services
Massachusetts
$10.6M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$50.7M
2
APM
a16z Perennial Management
California
$0
3
NCM
Northland Capital Management
Minnesota
$0
4
OPS
Orion Portfolio Solutions
Nebraska
$1.55M
5
BCI
Brinker Capital Investments
Pennsylvania
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$4.44M -$17.8M -354,545 -80%
WSWA
27
Warren Street Wealth Advisors
California
$4.21M -$31.7K -632 -0.7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.9M -$5.46M -108,718 -58%
SP
29
Stonebrook Private
Michigan
$3.71M +$650K +12,948 +21%
Jane Street
30
Jane Street
New York
$3.68M +$3.09M +61,583 +521%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.63M +$2.26M +45,096 +166%
Morgan Stanley
32
Morgan Stanley
New York
$3.37M +$2.32M +46,330 +222%
EMAM
33
Encompass More Asset Management
California
$3.27M +$326K +6,489 +11%
CSP
34
Cary Street Partners
Virginia
$3.11M +$3.11M +62,068 New
SAW
35
Signal Advisors Wealth
Michigan
$2.74M +$1.03M +20,516 +60%
PWG
36
Portside Wealth Group
Utah
$2.63M -$1.47M -29,383 -36%
ECM
37
Evergreen Capital Management
Washington
$2.33M +$2.33M +46,458 New
SPA
38
Shore Point Advisors
New Jersey
$2.04M -$2.16K -43 -0.1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.79M +$179K +3,563 +11%
ECM
40
Exchange Capital Management
Michigan
$1.57M -$699K -13,926 -31%
OPS
41
Orion Portfolio Solutions
Nebraska
$1.55M -$22.6M -451,022 -94%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.55M -$22.6M -451,022 -94%
WAG
43
Wallace Advisory Group
California
$1.44M -$1.38M -27,288 -49%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.39M -$779K -15,534 -36%
MRP
45
Measured Risk Portfolios
California
$1.38M +$1.38M +27,476 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.37M -$434K -8,656 -24%
WWM
47
WT Wealth Management
Arizona
$1.01M -$55.2K -1,101 -5%
SMAM
48
Sugar Maple Asset Management
Wisconsin
$931K +$931K +18,552 New
PAWA
49
Palo Alto Wealth Advisors
California
$865K +$538K +10,680 +165%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$747K +$747K +14,823 New
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