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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

106 hedge funds and large institutions have $771M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

28% more capital invested

Capital invested by funds: $603M → $771M (+$169M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

7.36% more ownership

Funds ownership: 65.39% → 72.75% (+7.4%)

5% more funds holding

Funds holding: 101 → 106 (+5)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
20
Increased
38
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
Pineridge Advisors
Missouri
+$78M
2
APM
a16z Perennial Management
California
+$70M
3
Bank of America
Bank of America
North Carolina
+$14.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.22M
5
GC
Garde Capital
Washington
+$7.02M

Top Sellers

1
CCA
Carrera Capital Advisors
Michigan
-$15.5M
2
SSWM
Strait & Sound Wealth Management
California
-$4.12M
3
Jane Street
Jane Street
New York
-$3.68M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.63M
5
BCM
Blume Capital Management
California
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1
Tanager Wealth Management
United Kingdom
$112M +$2.56M +50,967 +2%
CCA
2
Carrera Capital Advisors
Michigan
$97.5M -$15.5M -307,715 -14%
PA
3
Pineridge Advisors
Missouri
$93.3M +$78M +1,551,357 +514%
APM
4
a16z Perennial Management
California
$70.1M +$70M +1,392,000 New
3AM
5
3EDGE Asset Management
Florida
$48.7M -$2.09M -41,517 -4%
Bank of America
6
Bank of America
North Carolina
$36.1M +$14.8M +293,487 +69%
SA
7
SoundView Advisors
Washington
$24.8M +$1.75M +34,799 +8%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$23.5M +$9.22M +183,341 +65%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$22.6M – – –
JFG
10
JDM Financial Group
Texas
$17.7M -$778K -15,474 -4%
TC
11
TownSquare Capital
Utah
$13.8M -$23.7K -472 -0.2%
AP
12
Advisors Preferred
Maryland
$12M – – –
MML Investors Services
13
MML Investors Services
Massachusetts
$11.6M +$963K +19,165 +9%
BCM
14
Blume Capital Management
California
$10.8M -$2.23M -44,410 -17%
ACA
15
Aptus Capital Advisors
Alabama
$10.4M -$873K -17,370 -8%
GWANC
16
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.83M -$873K -17,370 -8%
SMM
17
Stadion Money Management
Georgia
$9.19M -$523K -10,402 -5%
SSWM
18
Strait & Sound Wealth Management
California
$7.91M -$4.12M -81,876 -34%
SPC
19
Sigma Planning Corp
Michigan
$7.73M +$570K +11,346 +8%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$7.62M -$719K -14,302 -9%
GC
21
Garde Capital
Washington
$7.04M +$7.02M +139,735 New
ECM
22
Evergreen Capital Management
Washington
$6.93M +$4.59M +91,254 +196%
LWANC
23
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.03M +$305K +6,070 +5%
DWM
24
Diversify Wealth Management
Utah
$5.86M -$86.8K -1,726 -1%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$5.46M – – –
1
2 3 4 5

XHLF Hedge Fund Activity: Q1 2025 in Review

106 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q1 2025, worth a combined $771M — up 28% from $603M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XHLF positions and 12 closed out — a net gain of 8 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was Pineridge Advisors, adding an estimated $78M. The largest seller was Carrera Capital Advisors, cutting an estimated $15.5M.

  • 106 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q1 2025, up from 101 in Q4 2024.
  • Funds reported $771M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q1 2025, up 28% quarter-over-quarter.
  • 20 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q1 2025 and 12 closed out, a net change of +8 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q1 2025 was Pineridge Advisors, an estimated $78M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q1 2025 was Carrera Capital Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2025.