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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

86 hedge funds and large institutions have $476M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

10% more capital invested

Capital invested by funds: $431M → $476M (+$44.5M)

5.03% more ownership

Funds ownership: 67.91%72.94% (+5%)

1% more funds holding

Funds holding: 8586 (+1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
36
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BlackDiamond Wealth Management
New York
$551K +$36.9K +744 +7%
APA
52
Astoria Portfolio Advisors
New York
$550K -$147K -2,960 -21%
WIA
53
World Investment Advisors
California
$497K +$121K +2,448 +32%
HF
54
Holcombe Financial
Georgia
$469K +$24.7K +499 +6%
SOS
55
Silver Oak Securities
Tennessee
$410K +$7.08K +143 +2%
Raymond James Financial
56
Raymond James Financial
Florida
$342K +$64.3K +1,297 +23%
VWWMG
57
Vermillion & White Wealth Management Group
Pennsylvania
$331K
LPL Financial
58
LPL Financial
California
$288K -$20.5K -414 -7%
LCGC
59
Legacy Capital Group California
California
$286K -$50 -1 -0%
HIS
60
Harvest Investment Services
Illinois
$286K +$62.3K +1,257 +28%
FAM
61
Formidable Asset Management
Ohio
$280K +$22K +445 +9%
MRP
62
Measured Risk Portfolios
California
$271K +$3.27K +66 +1%
IA
63
Inspire Advisors
Idaho
$270K +$269K +5,435 New
LI
64
LifeWealth Investments
Florida
$268K +$1.34K +27 +0.5%
PCA
65
Prosperity Capital Advisors
Ohio
$246K +$2.28K +46 +0.9%
CAG
66
Csenge Advisory Group
Florida
$233K +$232K +4,686 New
BTWM
67
Brass Tax Wealth Management
Ohio
$213K
GRP
68
Global Retirement Partners
California
$193K -$644 -13 -0.3%
CAM
69
Creekmur Asset Management
Illinois
$133K
GWM
70
Geneos Wealth Management
Colorado
$122K -$46K -929 -27%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$101K -$5K -101 -5%
Osaic Holdings
72
Osaic Holdings
Arizona
$44.6K -$21.6K -435 -33%
PA
73
Pineridge Advisors
Missouri
$31.8K +$347 +7 +1%
BTI
74
Blue Trust Inc
Georgia
$19.9K +$19.8K +400 New
SPIA
75
Steward Partners Investment Advisory
New York
$19.7K +$19.6K +396 New

XONE Hedge Fund Activity: Q3 2025 in Review

86 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q3 2025, worth a combined $476M — up 10% from $431M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XONE positions and 10 closed out — a net gain of 5 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $19.4M. The largest seller was Brinker Capital Investments, cutting an estimated $2.78M.

  • 86 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q3 2025, up from 85 in Q2 2025.
  • Funds reported $476M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 15 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q3 2025 was Bank of America, an estimated $19.4M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q3 2025 was Brinker Capital Investments, an estimated $2.78M sold.

Based on aggregated 13F filings for Q3 2025.