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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
IA
126
IFP Advisors
Florida
$15.1K -$20.1K -400 -57%
SEP
127
Signature Equity Partners
Ohio
$14.7K +$14.7K +292 New
JP Morgan Chase
128
JP Morgan Chase
New York
$12.2K +$12.2K +242 New
Q1WB
129
Quest 10 Wealth Builders
Virginia
$10.2K
HI
130
Harbour Investments
Wisconsin
$7.45K +$50 +1 +0.7%
KFG
131
Kingdom Financial Group
Arizona
$4.72K +$4.73K +94 New
NA
132
Networth Advisors
Pennsylvania
$452 +$453 +9 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$101
MERSOM
134
Municipal Employees' Retirement System of Michigan
Michigan
-$22.6M -448,334 Closed
PPW
135
Pasadena Private Wealth
California
-$20.4M -404,535 Closed
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
-$7.97M -158,027 Closed
HighTower Advisors
137
HighTower Advisors
Illinois
-$1.3M -25,701 Closed
HAS
138
HBW Advisory Services
California
-$587K -11,647 Closed
AWM
139
Axxcess Wealth Management
California
-$557K -11,052 Closed
PCG
140
Prosperity Consulting Group
Maryland
-$391K -7,761 Closed
IAIM
141
International Assets Investment Management
Florida
-$319K -6,355 Closed
AIM
142
Advyzon Investment Management
Illinois
-$317K -6,280 Closed
PCA
143
Prosperity Capital Advisors
Ohio
-$295K -5,847 Closed
TCWM
144
Total Clarity Wealth Management
Illinois
-$244K -4,837 Closed
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
-$236K -4,681 Closed
WWM
146
WT Wealth Management
Arizona
-$228K -4,517 Closed
P
147
&Partners
Tennessee
-$223K -4,445 Closed
DC
148
Davenport & Co
Virginia
-$213K -4,222 Closed
Citadel Advisors
149
Citadel Advisors
Florida
-$212K -4,199 Closed
Mariner
150
Mariner
Kansas
-$208K -4,121 Closed