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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

105 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, 37 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
1.43%
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
37
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
76
Prosperity Consulting Group
Maryland
$393K -$44.1K -876 -10%
EIP
77
Ellis Investment Partners
Pennsylvania
$381K +$172K +3,410 +82%
PAWA
78
Palo Alto Wealth Advisors
California
$345K -$517K -10,300 -60%
SOS
79
Silver Oak Securities
Tennessee
$341K +$55K +1,093 +19%
PCA
80
Prosperity Capital Advisors
Ohio
$331K -$7.58K -151 -2%
EWA
81
Etesian Wealth Advisors
Oregon
$322K -$172K -3,410 -35%
BAM
82
Belpointe Asset Management
Nevada
$313K +$313K +6,214 New
AIM
83
Advyzon Investment Management
Illinois
$310K +$310K +6,153 New
Truist Financial
84
Truist Financial
North Carolina
$309K
BO
85
Bank OZK
Arkansas
$307K -$20.1K -400 -6%
UBS Group
86
UBS Group
Switzerland
$293K +$293K +5,812 New
LPL Financial
87
LPL Financial
California
$277K +$277K +5,505 New
DAS
88
Dynamic Advisor Solutions
Arizona
$277K +$277K +5,500 New
HighTower Advisors
89
HighTower Advisors
Illinois
$265K -$211K -4,198 -44%
RWP
90
RWA Wealth Partners
Massachusetts
$265K -$139K -2,764 -34%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$263K -$15.1K -301 -5%
FIA
92
Foundations Investment Advisors
Arizona
$225K -$20.7K -411 -8%
WAG
93
Wallace Advisory Group
California
$202K -$1.23M -24,597 -86%
AWM
94
AE Wealth Management
Kansas
$138K -$199K -3,949 -59%
FFA
95
Farther Finance Advisors
California
$129K
RIL
96
Rothschild Investment LLC
Illinois
$105K
BOJHT
97
Bank of Jackson Hole Trust
Wyoming
$70.5K +$14.5K +289 +26%
MG
98
Mather Group
Illinois
$41K
NCM
99
Northwest Capital Management
Oregon
$40.2K
AIC
100
Archer Investment Corporation
Indiana
$35.1K