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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
PFM
1
Potomac Fund Management
Florida
$407M -$40.1M -797,256 -9%
QAM
2
Q3 Asset Management
Michigan
$241M +$65.9M +1,309,242 +38%
CCA
3
Carrera Capital Advisors
Michigan
$126M +$6.84M +135,935 +6%
TIM
4
Total Investment Management
Arizona
$90.8M -$1.05M -20,865 -1%
TWM
5
Tanager Wealth Management
United Kingdom
$88.2M -$15.3M -304,861 -15%
APM
6
a16z Perennial Management
California
$69.9M
Bank of America
7
Bank of America
North Carolina
$43.4M +$7.08M +140,660 +19%
3AM
8
3EDGE Asset Management
Florida
$32.9M -$9.31M -184,931 -22%
JFG
9
JDM Financial Group
Texas
$27.8M +$1.26M +25,037 +5%
SA
10
SoundView Advisors
Washington
$26.1M +$26.1M +519,214 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$24.4M +$438K +8,712 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$21.8M +$20.6M +409,038 +1,593%
SOS
13
Silver Oak Securities
Tennessee
$17.2M +$9.76M +194,013 +131%
ECM
14
Evergreen Capital Management
Washington
$16M +$6.34M +125,962 +66%
Morgan Stanley
15
Morgan Stanley
New York
$13.3M -$4.46M -88,577 -25%
AP
16
Advisors Preferred
Maryland
$12M
SAW
17
Signal Advisors Wealth
Michigan
$11.7M +$2.57M +51,150 +28%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$10.1M +$410K +8,158 +4%
SMM
19
Stadion Money Management
Georgia
$8.67M +$30.2K +600 +0.3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.6M -$4.62M -91,862 -35%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.87M -$2.31M -46,003 -23%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$7.87M +$6.8M +135,062 +626%
SPC
23
Sigma Planning Corp
Michigan
$7.83M -$58.6K -1,164 -0.7%
LWANC
24
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.36M +$437K +8,675 +6%
SSWM
25
Strait & Sound Wealth Management
California
$6.83M -$519K -10,324 -7%