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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 %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$224K -$385K -7,760 -63%
FNWA
52
Financial Network Wealth Advisors
Utah
$210K -$14.8K -299 -7%
BTWM
53
Brass Tax Wealth Management
Ohio
$205K +$205K +4,140 New
GRP
54
Global Retirement Partners
California
$178K +$26.2K +528 +17%
CAM
55
Creekmur Asset Management
Illinois
$161K -$72.5K -1,460 -31%
FCA
56
FinTrust Capital Advisors
South Carolina
$60.2K +$60.2K +1,212 New
FFO
57
Fortitude Family Office
Arizona
$42.6K -$2.43K -49 -5%
PS
58
Principal Securities
Iowa
$26.7K
MG
59
Mather Group
Illinois
$16.1K +$16.1K +324 New
MTC
60
Matrix Trust Company
Colorado
$15K +$1.02K +21 +7%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$10K -$43.7M -873,310 -100%
Comerica Bank
62
Comerica Bank
Texas
$5.56K -$708K -14,262 -99%
MCM
63
MV Capital Management
Maryland
$5.46K +$5.46K +110 New
IGWM
64
ICA Group Wealth Management
Colorado
$1.29K
Morgan Stanley
65
Morgan Stanley
New York
$65 +$65 +1 New
OLVIG
66
Oliver Lagore Vanvalin Investment Group
Michigan
$16
Stifel Financial
67
Stifel Financial
Missouri
-$64.8M -1,300,799 Closed
CIM
68
Confluence Investment Management
Missouri
-$21.8M -438,363 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$2.34M -47,058 Closed
BEI
70
Benjamin Edwards Inc
Missouri
-$2.22M -44,624 Closed
VWA
71
Visionary Wealth Advisors
Illinois
-$1.61M -32,391 Closed
AI
72
Atria Investments
North Carolina
-$1.24M -24,969 Closed
SL
73
SWMG LLC
Texas
-$1.08M -21,624 Closed
KFG
74
Kingdom Financial Group
Arizona
-$750K -15,075 Closed
NG
75
Norden Group
Utah
-$643K -12,800 Closed