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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

106 hedge funds and large institutions have $771M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

28% more capital invested

Capital invested by funds: $603M → $771M (+$169M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7.36% more ownership

Funds ownership: 65.39%72.75% (+7.4%)

5% more funds holding

Funds holding: 101106 (+5)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
20
Increased
38
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGA
26
Hobbs Group Advisors
South Carolina
$4.97M -$87.3K -1,736 -2%
WSWA
27
Warren Street Wealth Advisors
California
$4.68M +$450K +8,950 +11%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.55M +$636K +12,662 +16%
AAS
29
Avantax Advisory Services
Texas
$4.51M +$3.92K +78 +0.1%
MRP
30
Measured Risk Portfolios
California
$4.47M +$3.08M +61,326 +223%
Morgan Stanley
31
Morgan Stanley
New York
$4.14M +$753K +14,975 +22%
SAW
32
Signal Advisors Wealth
Michigan
$3.81M +$1.07M +21,204 +39%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$3.75M -$709K -14,110 -16%
EMAM
34
Encompass More Asset Management
California
$3.72M +$446K +8,866 +14%
OLA
35
Oliver Luxxe Assets
New Jersey
$3.32M +$3.31M +65,915 New
CSP
36
Cary Street Partners
Virginia
$3.07M -$59.7K -1,188 -2%
SP
37
Stonebrook Private
Michigan
$2.96M -$755K -15,024 -20%
PWG
38
Portside Wealth Group
Utah
$2.7M +$67K +1,334 +3%
FTUS
39
Flow Traders U.S.
New York
$2.54M +$2.53M +50,414 New
PAG
40
Private Advisory Group
Washington
$2.48M +$2.04M +40,676 +478%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.56M -$237K -4,711 -13%
SM
42
Sweeney & Michel
California
$1.51M +$1.51M +30,116 New
AWM
43
Able Wealth Management
New Jersey
$1.42M +$1.42M +28,297 New
BCI
44
Brinker Capital Investments
Pennsylvania
$1.41M -$144K -2,868 -9%
OPS
45
Orion Portfolio Solutions
Nebraska
$1.41M -$144K -2,868 -9%
RPCA
46
Running Point Capital Advisors
California
$1.39M +$784K +15,592 +131%
SMAM
47
Sugar Maple Asset Management
Wisconsin
$1.38M +$445K +8,854 +48%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.33M -$68.1K -1,354 -5%
MTC
49
Matrix Trust Company
Colorado
$1.29M +$1.23M +24,477 +2,231%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.26M -$107K -2,131 -8%

XHLF Hedge Fund Activity: Q1 2025 in Review

106 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q1 2025, worth a combined $771M — up 28% from $603M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XHLF positions and 12 closed out — a net gain of 8 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was Pineridge Advisors, adding an estimated $78M. The largest seller was Carrera Capital Advisors, cutting an estimated $15.5M.

  • 106 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q1 2025, up from 101 in Q4 2024.
  • Funds reported $771M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q1 2025, up 28% quarter-over-quarter.
  • 20 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q1 2025 and 12 closed out, a net change of +8 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q1 2025 was Pineridge Advisors, an estimated $78M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q1 2025 was Carrera Capital Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2025.