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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

133 hedge funds and large institutions have $1.59B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $1.33B → $1.59B (+$256M)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

0.36% more ownership

Funds ownership: 77.98%78.34% (+0.36%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

4% less funds holding

Funds holding: 138133 (-5)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
133
Holders Change
-5
Holders Change %
-3.62%
% of All Funds
1.75%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
20
Increased
52
Reduced
49
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BO
101
Bank OZK
Arkansas
$310K +$1.76K +35 +0.6%
PCA
102
Prosperity Capital Advisors
Ohio
$295K -$22.6K -449 -7%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$287K -$1.99M -39,551 -87%
GRP
104
Global Retirement Partners
California
$277K +$46.3K +920 +20%
TCM
105
Traub Capital Management
Massachusetts
$255K +$35.7K +710 +16%
TCWM
106
Total Clarity Wealth Management
Illinois
$244K -$11.7K -232 -5%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$236K -$3.72K -74 -2%
WWM
108
WT Wealth Management
Arizona
$228K -$284K -5,650 -56%
PAWA
109
Palo Alto Wealth Advisors
California
$225K
P
110
&Partners
Tennessee
$223K -$312K -6,207 -58%
DC
111
Davenport & Co
Virginia
$213K -$208K -4,141 -50%
Citadel Advisors
112
Citadel Advisors
Florida
$212K +$211K +4,199 New
Mariner
113
Mariner
Kansas
$208K +$207K +4,121 New
CWMGO
114
Capstone Wealth Management Group (Oregon)
Oregon
$202K +$201K +4,000 New
BRWA
115
B. Riley Wealth Advisors
Florida
$201K -$2.52K -50 -1%
GWM
116
Geneos Wealth Management
Colorado
$134K -$53.8K -1,069 -29%
FFA
117
Farther Finance Advisors
California
$129K
ASN
118
Advisory Services Network
Georgia
$102K +$102K +2,020 New
RIL
119
Rothschild Investment LLC
Illinois
$95.3K -$10.1K -200 -10%
BOJHT
120
Bank of Jackson Hole Trust
Wyoming
$70.6K
VWWMG
121
Vermillion & White Wealth Management Group
Pennsylvania
$65K +$64.9K +1,290 New
RCM
122
Raleigh Capital Management
North Carolina
$59.7K -$161K -3,205 -73%
NRG
123
Nemes Rush Group
Michigan
$50.1K
MG
124
Mather Group
Illinois
$41.1K +$41K +815 New
IA
125
IFP Advisors
Florida
$35.3K +$30.2K +600 +600%

XHLF Hedge Fund Activity: Q3 2025 in Review

133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q3 2025, worth a combined $1.59B — up 19% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XHLF and 20 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 52 added.

The largest buyer was Potomac Fund Management, adding an estimated $230M. The largest seller was SoundView Advisors, exiting entirely with an estimated $25.7M sold.

  • 133 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q3 2025, down from 138 in Q2 2025.
  • Funds reported $1.59B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 20 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q3 2025 and 22 closed out, a net change of -2 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q3 2025 was Potomac Fund Management, an estimated $230M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q3 2025 was SoundView Advisors, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2025.