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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE

89 hedge funds and large institutions have $450M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 10

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

2% more funds holding

Funds holding: 87 → 89 (+2)

1% more capital invested

Capital invested by funds: $447M → $450M (+$3.06M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

11.75% less ownership

Funds ownership: 83.36% → 71.61% (-12%)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
55
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20M
2
BWS
Buck Wealth Strategies
Colorado
+$11.6M
3
AFS
Access Financial Services
Minnesota
+$9.91M
4
Wells Fargo
Wells Fargo
California
+$9.22M
5
Morgan Stanley
Morgan Stanley
New York
+$8.54M

Top Sellers

Rank Fund Capital Flow
1
SG
Straightline Group
Michigan
-$44.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$37.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.02M
4
SPA
Shore Point Advisors
New Jersey
-$791K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$774K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
51
Diversify Wealth Management
Utah
$569K +$108K +2,184 +24%
AIC
52
Argus Investors Counsel
New York
$565K +$24.3K +490 +5%
CCM
53
Crew Capital Management
Ohio
$534K +$21.3K +429 +4%
HF
54
Holcombe Financial
Georgia
$521K +$520K +10,472 New
BWM
55
BlackDiamond Wealth Management
New York
$512K -$138K -2,779 -21%
Osaic Holdings
56
Osaic Holdings
Arizona
$482K +$419K +8,445 +680%
VWWMG
57
Vermillion & White Wealth Management Group
Pennsylvania
$459K +$458K +9,238 New
ASN
58
Advisory Services Network
Georgia
$424K +$186K +3,756 +79%
DC
59
Davenport & Co
Virginia
$419K +$183K +3,698 +78%
GWM
60
Geneos Wealth Management
Colorado
$409K +$241K +4,848 +144%
DAS
61
Dynamic Advisor Solutions
Arizona
$379K +$37.2K +749 +11%
AWM
62
Axxcess Wealth Management
California
$371K +$153K +3,078 +70%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$364K +$146K +2,950 +68%
SOS
64
Silver Oak Securities
Tennessee
$355K +$76K +1,532 +27%
KAS
65
Kestra Advisory Services
Texas
$345K +$140K +2,819 +68%
FCM
66
Fourpath Capital Management
Oklahoma
$334K +$334K +6,725 New
LPL Financial
67
LPL Financial
California
$320K +$4.91K +99 +2%
MRP
68
Measured Risk Portfolios
California
$263K +$77.1K +1,554 +42%
FAM
69
Formidable Asset Management
Ohio
$258K +$17.7K +357 +7%
PCA
70
Prosperity Capital Advisors
Ohio
$251K -$13.1K -264 -5%
HBS
71
Howard Bailey Securities
Indiana
$250K +$250K +5,037 New
RCM
72
Raleigh Capital Management
North Carolina
$245K +$109K +2,193 +80%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$229K +$16.8K +339 +8%
LI
74
LifeWealth Investments
Florida
$227K +$226K +4,565 New
LAS
75
Lloyd Advisory Services
Georgia
$217K +$216K +4,357 New
1 2
3
4 5

XONE Hedge Fund Activity: Q1 2025 in Review

89 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q1 2025, worth a combined $450M — up 0.69% from $447M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XONE positions and 13 closed out — a net gain of 4 holders — while 55 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $20M. The largest seller was Straightline Group, exiting entirely with an estimated $44.1M sold.

  • 89 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q1 2025, up from 87 in Q4 2024.
  • Funds reported $450M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q1 2025, up 0.69% quarter-over-quarter.
  • 17 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q1 2025 and 13 closed out, a net change of +4 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q1 2025 was Bank of America, an estimated $20M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q1 2025 was Straightline Group, an estimated $44.1M sold.

Based on aggregated 13F filings for Q1 2025.