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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

85 hedge funds and large institutions have $431M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% less capital invested

Capital invested by funds: $450M → $431M (-$18.6M)

3.7% less ownership

Funds ownership: 71.61%67.91% (-3.7%)

4% less funds holding

Funds holding: 8985 (-4)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
27
Reduced
30
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$403K +$49.1K +991 +14%
WIA
52
World Investment Advisors
California
$376K -$259K -5,229 -41%
VWWMG
53
Vermillion & White Wealth Management Group
Pennsylvania
$330K -$128K -2,580 -28%
LPL Financial
54
LPL Financial
California
$309K -$10.8K -218 -3%
LCGC
55
Legacy Capital Group California
California
$286K -$2.81M -56,700 -91%
Raymond James Financial
56
Raymond James Financial
Florida
$277K +$277K +5,587 New
FTUS
57
Flow Traders U.S.
New York
$275K +$275K +5,546 New
MRP
58
Measured Risk Portfolios
California
$267K +$4.56K +92 +2%
LI
59
LifeWealth Investments
Florida
$267K +$40.1K +809 +18%
FAM
60
Formidable Asset Management
Ohio
$258K
PCA
61
Prosperity Capital Advisors
Ohio
$243K -$7.83K -158 -3%
KFG
62
Kingdom Financial Group
Arizona
$232K +$232K +4,671 New
HIS
63
Harvest Investment Services
Illinois
$223K +$223K +4,500 New
BCM
64
Brookstone Capital Management
Illinois
$215K +$215K +4,333 New
BTWM
65
Brass Tax Wealth Management
Ohio
$212K
GRP
66
Global Retirement Partners
California
$194K +$194K +3,905 New
GWM
67
Geneos Wealth Management
Colorado
$168K -$239K -4,832 -59%
CAM
68
Creekmur Asset Management
Illinois
$133K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$106K -$39.6K -800 -27%
Osaic Holdings
70
Osaic Holdings
Arizona
$66.2K -$414K -8,352 -86%
PA
71
Pineridge Advisors
Missouri
$31.5K +$397 +8 +1%
AAS
72
Ameritas Advisory Services
Nebraska
$26.7K +$26.7K +538 New
BCMLT
73
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.2K +$3.87K +78 +25%
MAS
74
MPWM Advisory Solutions
Georgia
$18.2K
MCM
75
MAI Capital Management
Ohio
$18.1K

XONE Hedge Fund Activity: Q2 2025 in Review

85 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q2 2025, worth a combined $431M — down 4.1% from $450M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XONE and 19 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 27 added.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $35.9M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $59.9M.

  • 85 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q2 2025, down from 89 in Q1 2025.
  • Funds reported $431M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q2 2025, down 4.1% quarter-over-quarter.
  • 19 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q2 2025 and 22 closed out, a net change of -3 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $35.9M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q2 2025 was Municipal Employees' Retirement System of Michigan, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2025.