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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

67 hedge funds and large institutions have $570M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+22
Holders Change %
+48.89%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
22
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
26
RWA Wealth Partners
Massachusetts
$1.2M +$1.2M +24,150 New
PWG
27
Portside Wealth Group
Utah
$1.19M +$1.19M +23,822 New
WSWA
28
Warren Street Wealth Advisors
California
$1.1M +$897K +18,013 +439%
SL
29
SWMG LLC
Texas
$1.08M -$191K -3,830 -15%
AAS
30
Avantax Advisory Services
Texas
$1.05M -$7.85M -157,677 -88%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.01M +$1.01M +20,370 New
ECM
32
Exchange Capital Management
Michigan
$940K +$308K +6,197 +49%
KFG
33
Kingdom Financial Group
Arizona
$750K +$750K +15,075 New
SPA
34
Shore Point Advisors
New Jersey
$735K +$33.1K +665 +5%
Comerica Bank
35
Comerica Bank
Texas
$716K -$133K -2,663 -16%
NG
36
Norden Group
Utah
$643K +$643K +12,800 New
LAS
37
Lloyd Advisory Services
Georgia
$638K +$638K +12,815 New
SPC
38
Sigma Planning Corp
Michigan
$620K -$589K -11,833 -49%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$611K +$36.4K +731 +6%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$575K +$115K +2,315 +25%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$567K +$567K +11,394 New
BRWA
42
B. Riley Wealth Advisors
Florida
$522K -$7.75K -155 -1%
SIC
43
Salem Investment Counselors
North Carolina
$489K +$16.3K +325 +3%
SB
44
Strategic Blueprint
Georgia
$468K +$468K +9,392 New
Goldman Sachs
45
Goldman Sachs
New York
$438K -$8.04M -161,453 -95%
Cerity Partners
46
Cerity Partners
New York
$411K +$411K +8,252 New
KAS
47
Kestra Advisory Services
Texas
$403K +$10.6K +213 +3%
WP
48
WealthPLAN Partners
Nebraska
$299K -$5.03K -101 -2%
EWMCB
49
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$259K +$259K +5,197 New
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$256K +$256K +5,146 New