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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

65 hedge funds and large institutions have $316M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
16
Increased
24
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$980K +$407K +8,203 +71%
AIC
27
Argus Investors Counsel
New York
$954K +$954K +19,219 New
PWG
28
Portside Wealth Group
Utah
$908K -$275K -5,533 -23%
WIA
29
World Investment Advisors
California
$843K +$843K +16,978 New
SPA
30
Shore Point Advisors
New Jersey
$749K +$16.2K +327 +2%
SS
31
Sunbelt Securities
Texas
$663K +$663K +13,366 New
TWM
32
Tanager Wealth Management
United Kingdom
$610K -$17.9M -361,261 -97%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$558K -$7.89K -159 -1%
SB
34
Strategic Blueprint
Georgia
$535K +$68.7K +1,384 +15%
BRWA
35
B. Riley Wealth Advisors
Florida
$526K +$7.71K +155 +1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$503K +$503K +10,135 New
SIC
37
Salem Investment Counselors
North Carolina
$474K -$11.4K -229 -2%
KAS
38
Kestra Advisory Services
Texas
$408K +$6.25K +126 +2%
ECM
39
Evergreen Capital Management
Washington
$397K +$397K +8,000 New
MC
40
Middleton & Co
Massachusetts
$388K +$388K +7,821 New
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$378K +$122K +2,465 +48%
APA
42
Astoria Portfolio Advisors
New York
$355K +$155K +3,146 +78%
Goldman Sachs
43
Goldman Sachs
New York
$303K -$134K -2,692 -31%
WP
44
WealthPLAN Partners
Nebraska
$286K -$12.1K -244 -4%
PCG
45
Prosperity Consulting Group
Maryland
$263K +$263K +5,295 New
UBS Group
46
UBS Group
Switzerland
$254K +$254K +5,109 New
SOS
47
Silver Oak Securities
Tennessee
$252K +$298 +6 +0.1%
WAG
48
Wallace Advisory Group
California
$246K +$246K +4,951 New
FW
49
FirstPurpose Wealth
Utah
$245K +$2.57K +52 +1%
RWP
50
RWA Wealth Partners
Massachusetts
$232K -$967K -19,483 -81%