XHLF icon

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

121 hedge funds and large institutions have $1.2B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

19% less capital invested

Capital invested by funds: $1.48B → $1.2B (-$280M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
AFAS
51
Acorn Financial Advisory Services
Virginia
$1.82M
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1.64M
AWM
53
AE Wealth Management
Kansas
$1.56M
LPL Financial
54
LPL Financial
California
$1.27M
Cerity Partners
55
Cerity Partners
New York
$1.26M
KA
56
Kovack Advisors
Florida
$1.2M
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$1.14M
AWM
58
Able Wealth Management
New Jersey
$1.11M
TRCT
59
Tower Research Capital (TRC)
New York
$1.07M
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.06M
NA
61
Note Advisors
New York
$941K
TIA
62
Teucrium Investment Advisors
Vermont
$917K
SP
63
Stonebrook Private
Michigan
$903K
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$880K
SPP
65
Single Point Partners
Massachusetts
$864K
Osaic Holdings
66
Osaic Holdings
Arizona
$812K
ZI
67
ZEGA Investments
Florida
$695K
JWBC
68
John W. Brooker & Co
California
$657K
BCI
69
Brinker Capital Investments
Pennsylvania
$641K
JTWM
70
Jackson Thornton Wealth Management
Alabama
$635K
SMAM
71
Sugar Maple Asset Management
Wisconsin
$630K
HIS
72
Harvest Investment Services
Illinois
$618K
VA
73
Valmark Advisers
Ohio
$608K
WS
74
Wilian Securities
Minnesota
$603K
WIM
75
WealthPlan Investment Management
Nebraska
$580K