We are live on ! Find out more
XHLF icon

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

133 hedge funds and large institutions have $1.48B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

0% more funds holding

Funds holding: 133133 (0)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

2.58% less ownership

Funds ownership: 78.34%75.76% (-2.6%)

7% less capital invested

Capital invested by funds: $1.59B → $1.48B (-$106M)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
26
Increased
47
Reduced
50
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Traub Capital Management
Massachusetts
$271K +$17.1K +340 +7%
BO
102
Bank OZK
Arkansas
$268K -$40.9K -813 -13%
WS
103
Wilian Securities
Minnesota
$267K +$267K +5,315 New
Jane Street
104
Jane Street
New York
$264K -$821K -16,309 -76%
BCG
105
Bravias Capital Group
New Jersey
$246K +$247K +4,903 New
Stifel Financial
106
Stifel Financial
Missouri
$227K -$6.56M -130,410 -97%
JRPIM
107
Journey Retirement Planning & Investment Management
Idaho
$216K +$217K +4,308 New
GFG
108
Grantvest Financial Group
New Jersey
$210K +$210K +4,170 New
Truist Financial
109
Truist Financial
North Carolina
$208K -$451K -8,956 -68%
OWM
110
Omnitrust Wealth Management
Florida
$207K +$208K +4,124 New
CWMGO
111
Capstone Wealth Management Group (Oregon)
Oregon
$203K +$2.06K +41 +1%
SMC
112
Smith, Moore & Co
Missouri
$201K +$201K +4,000 New
GM
113
GeoWealth Management
Illinois
$185K -$208K -4,132 -53%
FFA
114
Farther Finance Advisors
California
$129K
GWM
115
Geneos Wealth Management
Colorado
$123K -$10.8K -215 -8%
RIL
116
Rothschild Investment LLC
Illinois
$95K
KAS
117
Kestra Advisory Services
Texas
$74.3K +$74.4K +1,478 New
BOJHT
118
Bank of Jackson Hole Trust
Wyoming
$70.3K
UBS Group
119
UBS Group
Switzerland
$70.3K +$70.4K +1,399 New
NRG
120
Nemes Rush Group
Michigan
$69.9K +$20K +397 +40%
WG
121
Wellington Group
Indiana
$64.2K +$64.3K +1,277 New
RCM
122
Raleigh Capital Management
North Carolina
$62K +$2.47K +49 +4%
LAS
123
Lloyd Advisory Services
Georgia
$55.5K +$55.6K +1,104 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$46.3K +$43.9K +872 +1,780%
DJSG
125
D.J. St. Germain
Massachusetts
$34.4K +$9.41K +187 +38%