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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

98 hedge funds and large institutions have $468M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 9798 (+1)

7% less capital invested

Capital invested by funds: $505M → $468M (-$36.5M)

12.6% less ownership

Funds ownership: 74.78%62.18% (-13%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
20
Increased
44
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$99.1M +$4.65M +93,806 +5%
AWM
2
AE Wealth Management
Kansas
$60.5M +$2.91M +58,773 +5%
SMC
3
Smith, Moore & Co
Missouri
$44.4M +$4.8M +96,887 +12%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$40.4M +$1.05M +21,251 +3%
TWM
5
Tanager Wealth Management
United Kingdom
$27.6M +$8.67M +175,070 +46%
AFS
6
Access Financial Services
Minnesota
$23.3M +$1.94M +39,171 +9%
BWS
7
Buck Wealth Strategies
Colorado
$15.7M +$2.8M +56,589 +22%
NRG
8
Nemes Rush Group
Michigan
$12.3M +$2.45M +49,508 +25%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$11M +$2.04M +41,110 +23%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$9.33M +$2.02M +40,772 +28%
Morgan Stanley
11
Morgan Stanley
New York
$9.08M -$2.96M -59,756 -25%
EF
12
Empowered Funds
Pennsylvania
$8.62M +$981K +19,800 +13%
ACA
13
Aptus Capital Advisors
Alabama
$6.49M -$21.8K -441 -0.3%
FGG
14
Financial Guidance Group
Florida
$6.49M -$21.8K -441 -0.3%
EI
15
eCIO Inc
Wisconsin
$6.15M +$2.27M +45,842 +58%
WSWA
16
Warren Street Wealth Advisors
California
$5.69M -$150K -3,032 -3%
SAFS
17
S&A Financial Services
Kansas
$4.82M +$4.82M +97,386 New
BCI
18
Brinker Capital Investments
Pennsylvania
$4.6M -$3.09M -62,324 -40%
NFTC
19
North Forty Two & Co
Oregon
$4.46M +$399K +8,050 +10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.45M +$296K +5,982 +7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$4.13M +$526K +10,622 +15%
SSWM
22
Strait & Sound Wealth Management
California
$3.62M -$305K -6,158 -8%
Lido Advisors
23
Lido Advisors
California
$3.4M +$37.1K +748 +1%
CFG
24
Compass Financial Group
Ohio
$3.32M -$3.03M -61,187 -48%
SPL
25
Smart Portfolios LLC
Washington
$3.27M +$185K +3,734 +6%