We are live on ! Find out more
XHLF icon

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

138 hedge funds and large institutions have $1.33B 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, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

73% more capital invested

Capital invested by funds: $771M → $1.33B (+$562M)

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

30% more funds holding

Funds holding: 106138 (+32)

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

5.23% more ownership

Funds ownership: 72.75%77.98% (+5.2%)

Holders
138
Holders Change
+32
Holders Change %
+30.19%
% of All Funds
1.82%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
41
Increased
44
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$8.08M +$351K +6,984 +5%
SSWM
27
Strait & Sound Wealth Management
California
$7.44M -$464K -9,241 -6%
LWANC
28
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.56M +$528K +10,510 +9%
SAW
29
Signal Advisors Wealth
Michigan
$6.28M +$2.47M +49,104 +65%
DWM
30
Diversify Wealth Management
Utah
$6.26M +$411K +8,183 +7%
Stifel Financial
31
Stifel Financial
Missouri
$6.04M +$6.03M +119,986 New
WSWA
32
Warren Street Wealth Advisors
California
$5.28M +$598K +11,905 +13%
HGA
33
Hobbs Group Advisors
South Carolina
$5.02M +$47.7K +950 +1%
AAS
34
Avantax Advisory Services
Texas
$4.51M -$6.33K -126 -0.1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$4.5M -$48.8K -971 -1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$4.39M +$3.66M +72,777 +502%
EMAM
37
Encompass More Asset Management
California
$4.01M +$289K +5,742 +8%
MRP
38
Measured Risk Portfolios
California
$3.87M -$599K -11,910 -13%
AI
39
Atria Investments
North Carolina
$3.77M +$3.77M +74,966 New
OLA
40
Oliver Luxxe Assets
New Jersey
$3.59M +$269K +5,359 +8%
CSP
41
Cary Street Partners
Virginia
$3.31M +$244K +4,857 +8%
SP
42
Stonebrook Private
Michigan
$3.26M +$296K +5,887 +10%
LCGC
43
Legacy Capital Group California
California
$3.12M +$3.11M +61,968 New
PWG
44
Portside Wealth Group
Utah
$2.72M +$17.4K +347 +0.6%
EF
45
Empowered Funds
Pennsylvania
$2.5M +$2.5M +49,768 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.28M +$2.27M +45,246 New
MTC
47
Matrix Trust Company
Colorado
$2.1M +$809K +16,093 +63%
AWM
48
Able Wealth Management
New Jersey
$2M +$570K +11,338 +40%
FW
49
FullCircle Wealth
Texas
$1.83M +$1.84M +36,520 New
SC
50
Syon Capital
California
$1.68M +$1.68M +33,350 New

XHLF Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2025, worth a combined $1.33B — up 73% from $771M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new XHLF positions and 8 closed out — a net gain of 33 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Potomac Fund Management, opening a new position worth an estimated $217M. The largest seller was TownSquare Capital, cutting an estimated $13.5M.

  • 138 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2025, up from 106 in Q1 2025.
  • Funds reported $1.33B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2025, up 73% quarter-over-quarter.
  • 41 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2025 and 8 closed out, a net change of +33 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2025 was Potomac Fund Management, an estimated $217M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2025 was TownSquare Capital, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.