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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

138 hedge funds and large institutions have $1.33B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

73% more capital invested

Capital invested by funds: $771M → $1.33B (+$562M)

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

30% more funds holding

Funds holding: 106138 (+32)

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

5.23% more ownership

Funds ownership: 72.75%77.98% (+5.2%)

Holders
138
Holders Change
+32
Holders Change %
+30.19%
% of All Funds
1.82%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
41
Increased
44
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Potomac Fund Management
Florida
$217M +$217M +4,314,654 New
QAM
2
Q3 Asset Management
Michigan
$173M +$172M +3,431,390 New
CCA
3
Carrera Capital Advisors
Michigan
$113M +$16M +318,558 +16%
TWM
4
Tanager Wealth Management
United Kingdom
$111M -$1.43M -28,432 -1%
PA
5
Pineridge Advisors
Missouri
$96.3M +$3M +59,726 +3%
TIM
6
Total Investment Management
Arizona
$93.7M +$93.5M +1,860,740 New
APM
7
a16z Perennial Management
California
$70.1M
3AM
8
3EDGE Asset Management
Florida
$42.9M -$5.8M -115,398 -12%
Bank of America
9
Bank of America
North Carolina
$31.8M -$4.3M -85,535 -12%
SA
10
SoundView Advisors
Washington
$25.7M +$935K +18,595 +4%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$25.5M +$2.01M +39,930 +9%
Wells Fargo
12
Wells Fargo
California
$23.7M +$23.6M +470,111 New
MERSOM
13
Municipal Employees' Retirement System of Michigan
Michigan
$22.6M
Morgan Stanley
14
Morgan Stanley
New York
$18M +$13.8M +275,096 +335%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.5M +$16.1M +321,125 +1,215%
JFG
16
JDM Financial Group
Texas
$12.7M -$5.04M -100,198 -28%
AP
17
Advisors Preferred
Maryland
$12M
AIM
18
Astor Investment Management
Illinois
$10.7M +$10.7M +213,466 New
MML Investors Services
19
MML Investors Services
Massachusetts
$10.2M -$1.43M -28,445 -12%
ACA
20
Aptus Capital Advisors
Alabama
$9.81M -$573K -11,394 -6%
BCM
21
Blume Capital Management
California
$9.68M -$1.14M -22,759 -11%
GWANC
22
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.29M -$536K -10,657 -5%
SMM
23
Stadion Money Management
Georgia
$8.81M -$342K -6,800 -4%
ECM
24
Evergreen Capital Management
Washington
$8.65M +$1.72M +34,199 +25%
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$8.17M +$556K +11,060 +7%

XHLF Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2025, worth a combined $1.33B — up 73% from $771M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new XHLF positions and 8 closed out — a net gain of 33 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Potomac Fund Management, opening a new position worth an estimated $217M. The largest seller was TownSquare Capital, cutting an estimated $13.5M.

  • 138 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2025, up from 106 in Q1 2025.
  • Funds reported $1.33B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2025, up 73% quarter-over-quarter.
  • 41 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2025 and 8 closed out, a net change of +33 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2025 was Potomac Fund Management, an estimated $217M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2025 was TownSquare Capital, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.