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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

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: 138133 (-5)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Potomac Fund Management
Florida
$448M +$230M +4,576,205 +106%
QAM
2
Q3 Asset Management
Michigan
$175M +$2.89M +57,513 +2%
CCA
3
Carrera Capital Advisors
Michigan
$119M +$5.03M +99,896 +4%
PA
4
Pineridge Advisors
Missouri
$108M +$11.1M +220,236 +12%
TWM
5
Tanager Wealth Management
United Kingdom
$104M -$7.19M -143,019 -6%
TIM
6
Total Investment Management
Arizona
$92.1M -$1.67M -33,158 -2%
APM
7
a16z Perennial Management
California
$70.2M
3AM
8
3EDGE Asset Management
Florida
$42.4M -$621K -12,343 -1%
Bank of America
9
Bank of America
North Carolina
$36.5M +$4.66M +92,691 +15%
JFG
10
JDM Financial Group
Texas
$26.6M +$13.8M +275,122 +109%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$24.1M -$1.44M -28,547 -6%
MERSOM
12
Municipal Employees' Retirement System of Michigan
Michigan
$22.6M
PPW
13
Pasadena Private Wealth
California
$20.4M +$20.3M +404,535 New
Morgan Stanley
14
Morgan Stanley
New York
$17.9M -$162K -3,215 -0.9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.3M -$4.25M -84,527 -24%
BCM
16
Blume Capital Management
California
$12.1M +$2.43M +48,378 +25%
AP
17
Advisors Preferred
Maryland
$12M
MML Investors Services
18
MML Investors Services
Massachusetts
$10.2M +$32.7K +650 +0.3%
Wells Fargo
19
Wells Fargo
California
$9.87M -$13.8M -274,258 -58%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$9.72M +$5.31M +105,500 +121%
ECM
21
Evergreen Capital Management
Washington
$9.62M +$950K +18,894 +11%
SAW
22
Signal Advisors Wealth
Michigan
$9.15M +$2.85M +56,599 +45%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$8.85M +$8.37M +166,332 +1,819%
BCMIO
24
Beacon Capital Management Inc (Ohio)
Ohio
$8.7M +$8.68M +172,573 New
SMM
25
Stadion Money Management
Georgia
$8.65M -$183K -3,631 -2%

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.