We are live on ! Find out more
XONE icon

BondBloxx Bloomberg One Year Target Duration US Treasury ETF

97 hedge funds and large institutions have $505M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

13% more funds holding

Funds holding: 8697 (+11)

6% more capital invested

Capital invested by funds: $476M → $505M (+$29.3M)

1.84% more ownership

Funds ownership: 72.94%74.78% (+1.8%)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.18%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
36
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$3.6M +$12.7K +257 +0.4%
NA
27
NewEdge Advisors
Louisiana
$3.56M -$14K -282 -0.4%
Lido Advisors
28
Lido Advisors
California
$3.36M +$829K +16,717 +33%
SPL
29
Smart Portfolios LLC
Washington
$3.08M -$61.4K -1,238 -2%
Goldman Sachs
30
Goldman Sachs
New York
$2.91M -$320K -6,450 -10%
FFA
31
Farther Finance Advisors
California
$2.09M +$266K +5,360 +15%
LWANC
32
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M +$739K +14,900 +62%
MMM
33
Mendel Money Management
Illinois
$1.62M +$773K +15,585 +91%
GC
34
GatePass Capital
Ohio
$1.61M +$1.61M +32,500 New
SPC
35
Sigma Planning Corp
Michigan
$1.46M -$28.3K -570 -2%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.44M -$24.1K -486 -2%
Jane Street
37
Jane Street
New York
$1.22M +$1.23M +24,718 New
HighTower Advisors
38
HighTower Advisors
Illinois
$1.18M -$551K -11,102 -32%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$1.15M -$572K -11,526 -33%
IA
40
IFP Advisors
Florida
$1.06M +$81.9K +1,652 +8%
DAS
41
Dynamic Advisor Solutions
Arizona
$1.04M +$195K +3,939 +23%
SMAM
42
Sugar Maple Asset Management
Wisconsin
$1.02M +$57.4K +1,157 +6%
QCM
43
Quantinno Capital Management
New York
$991K
CSP
44
Cary Street Partners
Virginia
$924K -$1.24K -25 -0.1%
Raymond James Financial
45
Raymond James Financial
Florida
$891K +$550K +11,099 +161%
PUI
46
Purpose Unlimited Inc
$877K +$878K +17,708 New
RIA
47
Regal Investment Advisors
Michigan
$872K -$39.1K -789 -4%
ZI
48
ZEGA Investments
Florida
$830K +$831K +16,751 New
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$795K +$795K +16,035 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$767K +$768K +15,489 New