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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
AWM
51
Able Wealth Management
New Jersey
$2.08M -$91.4K -1,817 -4%
BCI
52
Brinker Capital Investments
Pennsylvania
$1.97M -$79.6K -1,582 -4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.85M +$736K +14,634 +66%
SM
54
Sweeney & Michel
California
$1.79M -$3.47K -69 -0.2%
MTC
55
Matrix Trust Company
Colorado
$1.76M -$389K -7,734 -18%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.59M +$111K +2,208 +8%
RPCA
57
Running Point Capital Advisors
California
$1.24M -$54.4K -1,082 -4%
AFAS
58
Acorn Financial Advisory Services
Virginia
$1.2M -$172K -3,414 -12%
OA
59
Oasis Advisors
Iowa
$1.14M +$1.14M +22,659 New
LCGC
60
Legacy Capital Group California
California
$1.09M -$68.5K -1,362 -6%
SP
61
Stonebrook Private
Michigan
$1.08M -$2.78M -55,334 -72%
LPL Financial
62
LPL Financial
California
$1.03M +$288K +5,732 +39%
NA
63
Note Advisors
New York
$945K +$157K +3,126 +20%
AI
64
Atria Investments
North Carolina
$941K -$1.85M -36,786 -66%
ZI
65
ZEGA Investments
Florida
$829K +$830K +16,497 New
SPP
66
Single Point Partners
Massachusetts
$822K +$823K +16,350 New
Osaic Holdings
67
Osaic Holdings
Arizona
$804K +$156K +3,092 +24%
SIC
68
Salem Investment Counselors
North Carolina
$769K +$768K +15,261 New
FIA
69
Foundations Investment Advisors
Arizona
$701K +$263K +5,227 +60%
HIS
70
Harvest Investment Services
Illinois
$670K +$32.5K +645 +5%
SMAM
71
Sugar Maple Asset Management
Wisconsin
$628K +$255K +5,073 +68%
DAS
72
Dynamic Advisor Solutions
Arizona
$616K
BWM
73
BlackDiamond Wealth Management
New York
$612K +$149K +2,960 +32%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$606K -$8.22M -163,428 -93%
WIM
75
WealthPlan Investment Management
Nebraska
$602K -$36.9K -733 -6%