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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

133 hedge funds and large institutions have $1.48B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

0% more funds holding

Funds holding: 133133 (0)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

2.58% less ownership

Funds ownership: 78.34%75.76% (-2.6%)

7% less capital invested

Capital invested by funds: $1.59B → $1.48B (-$106M)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
26
Increased
47
Reduced
50
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$6.81M +$541K +10,750 +9%
CFO
27
Cambient Family Office
Michigan
$6.46M +$6.45M +128,246 New
WSWA
28
Warren Street Wealth Advisors
California
$6.45M +$654K +12,990 +11%
ACA
29
Aptus Capital Advisors
Alabama
$6.26M -$1.91M -37,957 -23%
Wells Fargo
30
Wells Fargo
California
$5.76M -$4.08M -81,174 -41%
GWANC
31
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.75M -$1.91M -37,957 -25%
MRP
32
Measured Risk Portfolios
California
$5.19M +$336K +6,676 +7%
BC
33
Bulwark Capital
Florida
$4.89M +$282K +5,596 +6%
SFB
34
STAR Financial Bank
Indiana
$4.89M +$4.15M +82,378 +552%
SRS
35
Strong Retirement Solutions
Washington
$4.81M +$4.81M +95,630 New
NFTC
36
North Forty Two & Co
Oregon
$4.39M +$1.75M +34,775 +66%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$4.27M -$651K -12,940 -13%
EI
38
eCIO Inc
Wisconsin
$4.17M +$2.34M +46,525 +128%
OLA
39
Oliver Luxxe Assets
New Jersey
$4.13M -$251K -4,994 -6%
EF
40
Empowered Funds
Pennsylvania
$3.93M +$549K +10,908 +16%
EMAM
41
Encompass More Asset Management
California
$3.64M +$70.3K +1,398 +2%
HGA
42
Hobbs Group Advisors
South Carolina
$3.39M -$1.37M -27,153 -29%
BCMIO
43
Beacon Capital Management Inc (Ohio)
Ohio
$3.05M -$5.63M -111,870 -65%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.89M +$938K +18,639 +48%
SC
45
Syon Capital
California
$2.85M +$92.9K +1,847 +3%
CWWM
46
Curry Webb Wealth Management
Indiana
$2.83M +$2.83M +56,313 New
CSP
47
Cary Street Partners
Virginia
$2.69M -$485K -9,637 -15%
BCM
48
Blume Capital Management
California
$2.64M -$9.46M -188,030 -78%
Goldman Sachs
49
Goldman Sachs
New York
$2.59M -$416K -8,268 -14%
PWG
50
Portside Wealth Group
Utah
$2.55M -$222K -4,414 -8%