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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
WWA
101
Wealth Watch Advisors
Colorado
$273K
TCM
102
Traub Capital Management
Massachusetts
$271K
BO
103
Bank OZK
Arkansas
$268K
SIC
104
Salem Investment Counselors
North Carolina
$253K -$515K -10,241 -67%
Raymond James Financial
105
Raymond James Financial
Florida
$241K -$86.5K -1,720 -26%
BCG
106
Bravias Capital Group
New Jersey
$235K -$12.1K -240 -5%
SG
107
StoneX Group
New York
$227K +$227K +4,516 New
MWM
108
Maripau Wealth Management
Indiana
$219K +$219K +4,351 New
Truist Financial
109
Truist Financial
North Carolina
$212K +$3.22K +64 +2%
LOWM
110
Laurel Oak Wealth Management
New Jersey
$208K +$208K +4,131 New
SMC
111
Smith, Moore & Co
Missouri
$201K
FFA
112
Farther Finance Advisors
California
$201K +$72.4K +1,440 +56%
NRG
113
Nemes Rush Group
Michigan
$188K +$118K +2,348 +169%
GWM
114
Geneos Wealth Management
Colorado
$112K -$10.9K -216 -9%
BOJHT
115
Bank of Jackson Hole Trust
Wyoming
$70.5K
UBS Group
116
UBS Group
Switzerland
$70K -$402 -8 -0.6%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$53.7K +$7.34K +146 +16%
RIL
118
Rothschild Investment LLC
Illinois
$49.8K -$45.3K -900 -48%
MG
119
Mather Group
Illinois
$41K +$41K +815 New
DJSG
120
D.J. St. Germain
Massachusetts
$34.5K
IA
121
IFP Advisors
Florida
$15.1K
Wells Fargo
122
Wells Fargo
California
$4.78K -$5.76M -114,584 -100%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$101
QAM
124
Q3 Asset Management
Michigan
-$241M -4,798,145 Closed
SA
125
SoundView Advisors
Washington
-$26.1M -519,214 Closed