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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

99 hedge funds and large institutions have $1.02B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
20
Increased
37
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFAS
76
Acorn Financial Advisory Services
Virginia
$420K +$10.4K +206 +3%
BTWM
77
Baker Tilly Wealth Management
Wisconsin
$358K -$1.94M -38,655 -84%
BO
78
Bank OZK
Arkansas
$355K +$355K +7,067 New
Citadel Advisors
79
Citadel Advisors
Florida
$353K +$59K +1,173 +20%
MWM
80
Modern Wealth Management
Kansas
$345K +$345K +6,870 New
Corient Private Wealth
81
Corient Private Wealth
Florida
$317K
SOS
82
Silver Oak Securities
Tennessee
$309K +$57.1K +1,135 +23%
CA
83
Continuum Advisory
Idaho
$302K -$16.6K -330 -5%
MC
84
Middleton & Co
Massachusetts
$266K -$2.55M -50,788 -91%
PCA
85
Prosperity Capital Advisors
Ohio
$248K +$248K +4,941 New
CFGS
86
Concourse Financial Group Securities
Alabama
$239K -$22.6K -450 -9%
FFO
87
Fortitude Family Office
Arizona
$228K
GRP
88
Global Retirement Partners
California
$211K +$503 +10 +0.2%
JFG
89
JDM Financial Group
Texas
$140K +$140K +2,790 New
RIL
90
Rothschild Investment LLC
Illinois
$105K
UBS Group
91
UBS Group
Switzerland
$75K -$213K -4,231 -74%
AWM
92
Avior Wealth Management
Nebraska
$46.9K -$4.58K -91 -9%
S
93
SignatureFD
Georgia
$35.2K +$35.2K +700 New
AIC
94
Archer Investment Corporation
Indiana
$35.1K
Wells Fargo
95
Wells Fargo
California
$27.4K +$27.4K +545 New
PCM
96
Penserra Capital Management
California
$8K +$8K +158 New
HI
97
Harbour Investments
Wisconsin
$6.38K +$352 +7 +6%
NCM
98
Northwest Capital Management
Oregon
$5.98K +$5.98K +119 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$2.77K -$106K -2,112 -97%
RVPG
100
Relative Value Partners Group
-$7.99M -158,556 Closed