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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 %
NCFG
51
New Century Financial Group
New Jersey
$392K +$392K +7,910 New
LCWP
52
Legacy Capital Wealth Partners
Arkansas
$373K +$373K +7,533 New
CW
53
CreativeOne Wealth
Kansas
$361K +$361K +7,286 New
DAS
54
Dynamic Advisor Solutions
Arizona
$341K +$341K +6,880 New
LPL Financial
55
LPL Financial
California
$314K +$18.2K +368 +6%
SOS
56
Silver Oak Securities
Tennessee
$277K +$11.9K +241 +4%
PCA
57
Prosperity Capital Advisors
Ohio
$264K -$12.1K -245 -4%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$248K +$7.92K +160 +3%
BFAG
59
Blackston Financial Advisory Group
Florida
$241K +$241K +4,856 New
FAM
60
Formidable Asset Management
Ohio
$239K +$239K +4,834 New
ASN
61
Advisory Services Network
Georgia
$236K +$236K +4,773 New
DC
62
Davenport & Co
Virginia
$234K +$234K +4,726 New
AWM
63
Axxcess Wealth Management
California
$217K +$217K +4,382 New
Bank of New York Mellon
64
Bank of New York Mellon
New York
$216K +$216K +4,363 New
BTWM
65
Brass Tax Wealth Management
Ohio
$212K – – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$211K -$936K -18,934 -82%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$207K +$207K +4,178 New
KAS
68
Kestra Advisory Services
Texas
$204K -$214K -4,324 -51%
GRP
69
Global Retirement Partners
California
$191K +$5.3K +107 +3%
MRP
70
Measured Risk Portfolios
California
$185K +$185K +3,742 New
GWM
71
Geneos Wealth Management
Colorado
$167K +$167K +3,373 New
RCM
72
Raleigh Capital Management
North Carolina
$135K +$135K +2,728 New
CAM
73
Creekmur Asset Management
Illinois
$133K +$19.8K +400 +18%
SMAM
74
Sugar Maple Asset Management
Wisconsin
$69.8K +$69.8K +1,409 New
Osaic Holdings
75
Osaic Holdings
Arizona
$61.5K -$3.51M -70,768 -98%
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