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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
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$8.17M
SPC
27
Sigma Planning Corp
Michigan
$8.08M
SSWM
28
Strait & Sound Wealth Management
California
$7.44M
SAW
29
Signal Advisors Wealth
Michigan
$6.28M
DWM
30
Diversify Wealth Management
Utah
$6.26M
Stifel Financial
31
Stifel Financial
Missouri
$6.04M
WSWA
32
Warren Street Wealth Advisors
California
$5.28M
HGA
33
Hobbs Group Advisors
South Carolina
$5.02M
AAS
34
Avantax Advisory Services
Texas
$4.51M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$4.5M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$4.39M
EMAM
37
Encompass More Asset Management
California
$4.01M
MRP
38
Measured Risk Portfolios
California
$3.87M
AI
39
Atria Investments
North Carolina
$3.77M
OLA
40
Oliver Luxxe Assets
New Jersey
$3.59M
CSP
41
Cary Street Partners
Virginia
$3.31M
SP
42
Stonebrook Private
Michigan
$3.26M
LCGC
43
Legacy Capital Group California
California
$3.12M
PWG
44
Portside Wealth Group
Utah
$2.72M
EF
45
Empowered Funds
Pennsylvania
$2.5M
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.28M
MTC
47
Matrix Trust Company
Colorado
$2.1M
AWM
48
Able Wealth Management
New Jersey
$2M
FW
49
FullCircle Wealth
Texas
$1.83M
SC
50
Syon Capital
California
$1.68M