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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

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: 89 (+1)

7.36% more ownership

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

5% more funds holding

Funds holding: 101106 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MC
76
Middleton & Co
Massachusetts
$403K +$136K +2,700 +51%
PCG
77
Prosperity Consulting Group
Maryland
$393K -$44K -876 -10%
EIP
78
Ellis Investment Partners
Pennsylvania
$381K +$171K +3,410 +82%
PAWA
79
Palo Alto Wealth Advisors
California
$345K -$518K -10,300 -60%
SOS
80
Silver Oak Securities
Tennessee
$341K +$54.9K +1,093 +19%
PCA
81
Prosperity Capital Advisors
Ohio
$331K -$7.59K -151 -2%
EWA
82
Etesian Wealth Advisors
Oregon
$322K -$171K -3,410 -35%
BAM
83
Belpointe Asset Management
Nevada
$313K +$312K +6,214 New
AIM
84
Advyzon Investment Management
Illinois
$310K +$309K +6,153 New
Truist Financial
85
Truist Financial
North Carolina
$309K
BO
86
Bank OZK
Arkansas
$307K -$20.1K -400 -6%
UBS Group
87
UBS Group
Switzerland
$293K +$292K +5,812 New
LPL Financial
88
LPL Financial
California
$277K +$277K +5,505 New
DAS
89
Dynamic Advisor Solutions
Arizona
$277K +$276K +5,500 New
HighTower Advisors
90
HighTower Advisors
Illinois
$265K -$211K -4,198 -44%
RWP
91
RWA Wealth Partners
Massachusetts
$265K -$139K -2,764 -34%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$263K -$15.1K -301 -5%
FIA
93
Foundations Investment Advisors
Arizona
$225K -$20.7K -411 -8%
WAG
94
Wallace Advisory Group
California
$202K -$1.24M -24,597 -86%
AWM
95
AE Wealth Management
Kansas
$138K -$198K -3,949 -59%
FFA
96
Farther Finance Advisors
California
$129K
RIL
97
Rothschild Investment LLC
Illinois
$105K
BOJHT
98
Bank of Jackson Hole Trust
Wyoming
$70.5K +$14.5K +289 +26%
MG
99
Mather Group
Illinois
$41K
NCM
100
Northwest Capital Management
Oregon
$40.2K

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.