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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

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: 138 → 133 (-5)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-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
–

Top Buyers

Rank Fund Capital Flow
1
PFM
Potomac Fund Management
Florida
+$230M
2
PPW
Pasadena Private Wealth
California
+$20.3M
3
JFG
JDM Financial Group
Texas
+$13.8M
4
PA
Pineridge Advisors
Missouri
+$11.1M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$8.68M

Top Sellers

Rank Fund Capital Flow
1
SA
SoundView Advisors
Washington
-$25.7M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
TWM
Tanager Wealth Management
United Kingdom
-$7.19M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.25M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
126
D.J. St. Germain
Massachusetts
$25.1K +$25.1K +498 New
BTI
127
Blue Trust Inc
Georgia
$20.2K +$20.1K +400 New
Q1WB
128
Quest 10 Wealth Builders
Virginia
$10.2K -$25.2K -501 -71%
HI
129
Harbour Investments
Wisconsin
$7.4K -$1.41K -28 -16%
CA
130
Clearstead Advisors
Ohio
$4.54K +$4.53K +90 New
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$3.13K +$3.12K +62 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$2.47K +$2.46K +49 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$101 -$31.6K -629 -100%
SA
134
SoundView Advisors
Washington
– -$25.7M -510,955 Closed
MWM
135
Maridea Wealth Management
New York
– -$1.28M -25,381 Closed
LCAM
136
London & Capital Asset Management
United Kingdom
– -$1.05M -20,908 Closed
AFP
137
Ausdal Financial Partners
Iowa
– -$1.02M -20,304 Closed
QCM
138
Quantinno Capital Management
New York
– -$1M -19,908 Closed
CW
139
CreativeOne Wealth
Kansas
– -$644K -12,791 Closed
Corient Private Wealth
140
Corient Private Wealth
Florida
– -$524K -10,408 Closed
LCWP
141
Legacy Capital Wealth Partners
Arkansas
– -$514K -10,216 Closed
Bank of New York Mellon
142
Bank of New York Mellon
New York
– -$340K -6,757 Closed
PAG
143
Private Advisory Group
Washington
– -$332K -6,588 Closed
GC
144
Garde Capital
Washington
– -$278K -5,516 Closed
TC
145
TownSquare Capital
Utah
– -$270K -5,360 Closed
KAS
146
Kestra Advisory Services
Texas
– -$254K -5,050 Closed
IA
147
Inspire Advisors
Idaho
– -$245K -4,859 Closed
EWA
148
Etesian Wealth Advisors
Oregon
– -$240K -4,776 Closed
HBS
149
Howard Bailey Securities
Indiana
– -$229K -4,558 Closed
FCM
150
Fourpath Capital Management
Oklahoma
– -$208K -4,136 Closed
3 4 5
6
7

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.