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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

123 hedge funds and large institutions have $1.21B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

8% less funds holding

Funds holding: 133123 (-10)

12.25% less ownership

Funds ownership: 75.76%63.51% (-12%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

19% less capital invested

Capital invested by funds: $1.48B → $1.21B (-$278M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.51%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
13
Increased
53
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.03M +$2.03M +40,423 New
MTC
52
Matrix Trust Company
Colorado
$1.93M +$160K +3,178 +9%
AFAS
53
Acorn Financial Advisory Services
Virginia
$1.82M +$620K +12,333 +52%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.64M +$54K +1,073 +3%
AWM
55
AE Wealth Management
Kansas
$1.56M +$1.15M +22,925 +287%
LPL Financial
56
LPL Financial
California
$1.27M +$237K +4,722 +23%
Cerity Partners
57
Cerity Partners
New York
$1.26M +$1.26M +24,958 New
KA
58
Kovack Advisors
Florida
$1.2M +$1.21M +24,000 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$1.14M -$7.47M -148,560 -87%
AWM
60
Able Wealth Management
New Jersey
$1.11M -$979K -19,457 -47%
TRCT
61
Tower Research Capital (TRC)
New York
$1.07M +$1.07M +21,251 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.06M +$466K +9,270 +79%
NA
63
Note Advisors
New York
$941K -$4.12K -82 -0.4%
TIA
64
Teucrium Investment Advisors
Vermont
$917K +$919K +18,279 New
SP
65
Stonebrook Private
Michigan
$903K -$175K -3,489 -16%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$880K -$971K -19,297 -52%
SPP
67
Single Point Partners
Massachusetts
$864K +$40.9K +813 +5%
Osaic Holdings
68
Osaic Holdings
Arizona
$812K +$6.69K +133 +0.8%
ZI
69
ZEGA Investments
Florida
$695K -$135K -2,687 -16%
JWBC
70
John W. Brooker & Co
California
$657K +$381K +7,573 +138%
BCI
71
Brinker Capital Investments
Pennsylvania
$641K -$1.33M -26,378 -67%
JTWM
72
Jackson Thornton Wealth Management
Alabama
$635K +$636K +12,649 New
SMAM
73
Sugar Maple Asset Management
Wisconsin
$630K +$704 +14 +0.1%
HIS
74
Harvest Investment Services
Illinois
$618K -$52.9K -1,052 -8%
VA
75
Valmark Advisers
Ohio
$608K +$102K +2,027 +20%