XHLF icon

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

69 hedge funds and large institutions have $927M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+20
Holders Change %
+40.82%
% of All Funds
1.1%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
25
Increased
23
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
3AM
1
3EDGE Asset Management
Florida
$364M 7,262,028 -731,753 -9%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$86.2M 1,714,155
TWM
3
Tanager Wealth Management
United Kingdom
$78.7M 1,565,521 +475,608 +44%
TC
4
TownSquare Capital
Utah
$70.2M 1,395,955 -84,196 -6%
AWM
5
AE Wealth Management
Kansas
$58.9M 1,171,688 +1,171,688 New
PWG
6
Portside Wealth Group
Utah
$19.8M 393,231 +1,827 +0.5%
HighTower Advisors
7
HighTower Advisors
Illinois
$18.8M 374,155 +16,785 +5%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$17.8M 353,231 +353,231 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$17.4M 345,624 +20,450 +6%
AAS
10
Avantax Advisory Services
Texas
$16M 317,749 +77,329 +32%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$13.3M 265,331 +58,380 +28%
ACA
12
Aptus Capital Advisors
Alabama
$13.3M 264,570 +92,060 +53%
GWANC
13
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.3M 264,250 +91,740 +53%
OPS
14
Orion Portfolio Solutions
Nebraska
$12.9M 257,603 +52,042 +25%
BCI
15
Brinker Capital Investments
Pennsylvania
$12.9M 257,603 +52,042 +25%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.41M 187,173 -1,014 -0.5%
WAG
17
Wallace Advisory Group
California
$7.81M 155,451 +155,451 New
RVPG
18
Relative Value Partners Group
$7.64M 152,070 +125,131 +464%
AWAU
19
Alliance Wealth Advisors (Utah)
Utah
$7.2M 143,230 +14,179 +11%
SSWM
20
Strait & Sound Wealth Management
California
$6.2M 123,254 +123,254 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$5.78M 114,974 +114,974 New
WAS
22
WESPAC Advisors SoCal
California
$5.68M 113,000 +113,000 New
BTWM
23
Baker Tilly Wealth Management
Wisconsin
$5.03M 100,131 -15,338 -13%
SMM
24
Stadion Money Management
Georgia
$4.91M 97,729 +97,729 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$3.78M 75,242 -6,967 -8%