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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

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: 8 → 9 (+1)

7.36% more ownership

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

5% more funds holding

Funds holding: 101 → 106 (+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
–

Top Buyers

Rank Fund Capital Flow
1
PA
Pineridge Advisors
Missouri
+$78M
2
APM
a16z Perennial Management
California
+$70M
3
Bank of America
Bank of America
North Carolina
+$14.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.22M
5
GC
Garde Capital
Washington
+$7.02M

Top Sellers

Rank Fund Capital Flow
1
CCA
Carrera Capital Advisors
Michigan
-$15.5M
2
SSWM
Strait & Sound Wealth Management
California
-$4.12M
3
Jane Street
Jane Street
New York
-$3.68M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.63M
5
BCM
Blume Capital Management
California
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
51
Exchange Capital Management
Michigan
$1.2M -$374K -7,448 -24%
AFAS
52
Acorn Financial Advisory Services
Virginia
$1.2M +$451K +8,965 +61%
Citadel Advisors
53
Citadel Advisors
Florida
$1.16M +$1.15M +22,943 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1M +$304K +6,040 +44%
HF
55
Holcombe Financial
Georgia
$833K +$519K +10,324 +166%
WWM
56
WT Wealth Management
Arizona
$823K -$185K -3,685 -18%
EWM
57
Empirical Wealth Management
Washington
$804K +$803K +15,975 New
SFB
58
STAR Financial Bank
Indiana
$738K +$499K +9,928 +210%
WIM
59
WealthPlan Investment Management
Nebraska
$737K -$2.36K -47 -0.3%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$731K +$729K +14,507 New
CCM
61
Crew Capital Management
Ohio
$665K +$35.5K +707 +6%
AIC
62
Argus Investors Counsel
New York
$637K +$30.2K +600 +5%
HF
63
HRT Financial
New York
$593K +$593K +11,795 New
Raymond James Financial
64
Raymond James Financial
Florida
$504K +$503K +10,002 New
FGG
65
Financial Guidance Group
Florida
$483K – – –
FNWA
66
Financial Network Wealth Advisors
Utah
$479K +$182K +3,622 +62%
VA
67
Valmark Advisers
Ohio
$476K +$168K +3,340 +55%
BWM
68
BlackDiamond Wealth Management
New York
$463K +$3.32K +66 +0.7%
GWM
69
Gibbs Wealth Management
Georgia
$444K +$26.3K +523 +6%
TCWM
70
Total Clarity Wealth Management
Illinois
$443K – – –
APA
71
Astoria Portfolio Advisors
New York
$437K +$437K +8,698 New
CFG
72
Certior Financial Group
Pennsylvania
$436K +$4.17K +83 +1%
SFS
73
Sowell Financial Services
Arkansas
$421K +$420K +8,352 New
Goldman Sachs
74
Goldman Sachs
New York
$413K +$413K +8,208 New
OPWM
75
Oregon Pacific Wealth Management
Oregon
$406K -$133K -2,638 -25%
1 2
3
4 5

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.