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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
WS
76
Wilian Securities
Minnesota
$603K +$335K +6,657 +125%
WIM
77
WealthPlan Investment Management
Nebraska
$580K -$23.1K -460 -4%
HI
78
Harbour Investments
Wisconsin
$559K +$551K +10,952 +7,400%
BAM
79
Belpointe Asset Management
Nevada
$555K +$43.6K +867 +9%
BWM
80
BlackDiamond Wealth Management
New York
$547K -$65.5K -1,302 -11%
HF
81
Holcombe Financial
Georgia
$544K -$14K -279 -3%
EIP
82
Ellis Investment Partners
Pennsylvania
$511K -$2.72K -54 -0.5%
FIA
83
Foundations Investment Advisors
Arizona
$489K -$213K -4,230 -30%
FNWA
84
Financial Network Wealth Advisors
Utah
$486K +$46.4K +922 +11%
DAS
85
Dynamic Advisor Solutions
Arizona
$486K -$131K -2,600 -21%
FGG
86
Financial Guidance Group
Florida
$483K
GWM
87
Gibbs Wealth Management
Georgia
$471K +$24K +478 +5%
Lido Advisors
88
Lido Advisors
California
$451K -$36.1K -718 -7%
AIC
89
Argus Investors Counsel
New York
$420K -$118K -2,347 -22%
CIAS
90
CFS Investment Advisory Services
New Jersey
$409K -$83.1K -1,653 -17%
MC
91
Middleton & Co
Massachusetts
$403K
CFG
92
Certior Financial Group
Pennsylvania
$391K +$7.64K +152 +2%
APA
93
Astoria Portfolio Advisors
New York
$390K +$101 +2 +0%
SFS
94
Sowell Financial Services
Arkansas
$367K -$20.2K -402 -5%
AFG
95
ABLE Financial Group
Arizona
$357K +$33.5K +666 +10%
HighTower Advisors
96
HighTower Advisors
Illinois
$321K +$321K +6,387 New
OPWM
97
Oregon Pacific Wealth Management
Oregon
$320K -$50 -1 -0%
VWWMG
98
Vermillion & White Wealth Management Group
Pennsylvania
$308K +$1.16K +23 +0.4%
JP Morgan Chase
99
JP Morgan Chase
New York
$298K +$286K +5,678 +2,346%
RWP
100
RWA Wealth Partners
Massachusetts
$282K -$27.7K -551 -9%