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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
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Overview Fund Activity

87 hedge funds and large institutions have $447M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.16%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
38
Increased
31
Reduced
15
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$37.5M
2
Bank of America
2
Bank of America
North Carolina
$32.6M
3
Wells Fargo
3
Wells Fargo
California
$14.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$10M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
BEI
2
Benjamin Edwards Inc
Missouri
$0
3
3AM
3
3EDGE Asset Management
Florida
$0
4
AWM
4
AE Wealth Management
Kansas
$38M
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.3M +$2.3M +46,397 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.06M +$827K +16,690 +67%
AI
28
Atria Investments
North Carolina
$2.04M +$1.67M +33,691 +445%
LCGC
29
Legacy Capital Group California
California
$1.87M +$1.87M +37,807 New
TWM
30
Tanager Wealth Management
United Kingdom
$1.64M +$912K +18,337 +126%
SPC
31
Sigma Planning Corp
Michigan
$1.5M +$77.5K +1,565 +5%
LC
32
Legacy CG
Texas
$1.46M +$139K +2,801 +10%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$1.39M +$1.39M +28,145 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$138K +2,785 +12%
RIA
35
Regal Investment Advisors
Michigan
$1.03M +$95.6K +1,930 +10%
FFA
36
Farther Finance Advisors
California
$1.02M +$944K +19,058 +1,296%
CSP
37
Cary Street Partners
Virginia
$1M +$1M +20,237 New
SPA
38
Shore Point Advisors
New Jersey
$791K +$12.2K +247 +2%
NA
39
NewEdge Advisors
Louisiana
$770K +$770K +15,534 New
IA
40
IFP Advisors
Florida
$705K -$454K -9,156 -39%
SS
41
Sunbelt Securities
Texas
$662K – – –
BWM
42
BlackDiamond Wealth Management
New York
$650K +$208K +4,196 +47%
WIA
43
World Investment Advisors
California
$564K -$812K -16,398 -59%
AIC
44
Argus Investors Counsel
New York
$538K +$39K +787 +8%
CCM
45
Crew Capital Management
Ohio
$511K +$511K +10,309 New
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$473K +$240K +4,850 +103%
GM
47
GeoWealth Management
Illinois
$471K +$471K +9,498 New
DWM
48
Diversify Wealth Management
Utah
$459K -$1.44K -29 -0.3%
W
49
Wealthquest
Ohio
$452K +$212K +4,273 +88%
APA
50
Astoria Portfolio Advisors
New York
$398K -$32K -645 -7%
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