We are live on ! Find out more
XONE icon

BondBloxx Bloomberg One Year Target Duration US Treasury ETF

97 hedge funds and large institutions have $505M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

13% more funds holding

Funds holding: 8697 (+11)

6% more capital invested

Capital invested by funds: $476M → $505M (+$29.3M)

1.84% more ownership

Funds ownership: 72.94%74.78% (+1.8%)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.18%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
36
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAP
51
Tounjian Advisory Partners
Florida
$761K -$131K -2,636 -15%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$754K +$18K +363 +2%
CIAS
53
CFS Investment Advisory Services
New Jersey
$715K -$46K -928 -6%
DWM
54
Diversify Wealth Management
Utah
$670K +$4.71K +95 +0.7%
HIS
55
Harvest Investment Services
Illinois
$613K +$328K +6,615 +115%
AIC
56
Argus Investors Counsel
New York
$563K
BWM
57
BlackDiamond Wealth Management
New York
$550K +$298 +6 +0.1%
APA
58
Astoria Portfolio Advisors
New York
$537K -$14K -283 -3%
CC
59
Courier Capital
New York
$536K +$537K +10,819 New
AT
60
American Trust
Kentucky
$535K +$95.6K +1,927 New
LPL Financial
61
LPL Financial
California
$535K +$248K +5,001 +86%
DAC
62
Dutch Asset Corp
New York
$495K +$496K +10,000 New
GRP
63
Global Retirement Partners
California
$419K +$226K +4,565 +117%
EWA
64
EP Wealth Advisors
California
$414K +$415K +8,360 New
SOS
65
Silver Oak Securities
Tennessee
$401K -$8.18K -165 -2%
VWWMG
66
Vermillion & White Wealth Management Group
Pennsylvania
$385K +$53.6K +1,080 +16%
FAM
67
Formidable Asset Management
Ohio
$370K +$90.1K +1,817 +32%
HF
68
Holcombe Financial
Georgia
$345K -$123K -2,473 -26%
Citadel Advisors
69
Citadel Advisors
Florida
$318K -$607K -12,248 -66%
SIC
70
Salem Investment Counselors
North Carolina
$303K +$303K +6,100 New
CAG
71
Csenge Advisory Group
Florida
$256K +$23.6K +475 +10%
LCGC
72
Legacy Capital Group California
California
$249K -$35.8K -722 -13%
GP
73
Greenline Partners
New York
$230K +$230K +4,645 New
MRP
74
Measured Risk Portfolios
California
$224K -$46.6K -939 -17%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$223K +$223K +4,502 New