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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
Goldman Sachs
26
Goldman Sachs
New York
$3.16M +$254K +5,134 +9%
LWANC
27
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.58M +$660K +13,330 +34%
NA
28
NewEdge Advisors
Louisiana
$2.45M -$1.11M -22,407 -31%
CC
29
Courier Capital
New York
$2.35M +$1.81M +36,636 +339%
FFA
30
Farther Finance Advisors
California
$2.3M +$218K +4,392 +10%
MMM
31
Mendel Money Management
Illinois
$1.97M +$356K +7,186 +22%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.55M +$372K +7,518 +32%
SPC
33
Sigma Planning Corp
Michigan
$1.51M +$50.1K +1,012 +3%
GC
34
GatePass Capital
Ohio
$1.44M -$168K -3,400 -10%
BC
35
Bulwark Capital
Florida
$1.25M +$1.25M +25,252 New
DAS
36
Dynamic Advisor Solutions
Arizona
$1.24M +$199K +4,016 +19%
LC
37
Legacy CG
Texas
$1.2M -$2.97M -60,026 -71%
IA
38
IFP Advisors
Florida
$1.12M +$64.2K +1,295 +6%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$1.11M -$35K -706 -3%
SMAM
40
Sugar Maple Asset Management
Wisconsin
$1.1M +$79K +1,594 +8%
QCM
41
Quantinno Capital Management
New York
$1.04M +$47.3K +955 +5%
Raymond James Financial
42
Raymond James Financial
Florida
$1M +$114K +2,304 +13%
CSP
43
Cary Street Partners
Virginia
$914K -$9.91K -200 -1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$860K +$727K +14,669 +543%
EWA
45
EP Wealth Advisors
California
$840K +$427K +8,610 +103%
ZI
46
ZEGA Investments
Florida
$812K -$17.5K -353 -2%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$733K -$21.1K -425 -3%
MML Investors Services
48
MML Investors Services
Massachusetts
$719K -$720K -14,542 -50%
TAP
49
Tounjian Advisory Partners
Florida
$693K -$68.5K -1,382 -9%
HIS
50
Harvest Investment Services
Illinois
$690K +$76.9K +1,553 +13%