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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

98 hedge funds and large institutions have $468M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 9798 (+1)

7% less capital invested

Capital invested by funds: $505M → $468M (-$36.5M)

12.6% less ownership

Funds ownership: 74.78%62.18% (-13%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
20
Increased
44
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waverly Advisors
Alabama
$212K
LCGC
77
Legacy Capital Group California
California
$208K -$41.6K -839 -17%
GWM
78
Geneos Wealth Management
Colorado
$96.4K -$12.7K -257 -12%
BCMIO
79
Beacon Capital Management Inc (Ohio)
Ohio
$94.5K +$53.3K +1,075 +129%
RIL
80
Rothschild Investment LLC
Illinois
$89.1K +$89.2K +1,800 New
CCWM
81
Cassaday & Co Wealth Management
Virginia
$68.3K +$68.3K +1,379 New
Osaic Holdings
82
Osaic Holdings
Arizona
$58.9K +$1.34K +27 +2%
Q1WB
83
Quest 10 Wealth Builders
Virginia
$19.9K +$8.42K +170 +74%
MAS
84
MPWM Advisory Solutions
Georgia
$18.2K
KCM
85
Key Capital Management
Tennessee
$11.7K +$11.7K +236 New
SPIA
86
Steward Partners Investment Advisory
New York
$10.5K
Wells Fargo
87
Wells Fargo
California
$7.48K +$1.93K +39 +35%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$7.13K +$297 +6 +4%
SEP
89
Signature Equity Partners
Ohio
$6.2K +$6.19K +125 New
EWM
90
Evolution Wealth Management
Florida
$5.64K
PWM
91
Peck Wealth Management
New York
$4.95K
ECA
92
Elevated Capital Advisors
Utah
$4.9K +$4.9K +99 New
RF
93
Rossby Financial
Florida
$2.91K
MG
94
Mather Group
Illinois
$2.58K +$2.58K +52 New
GSEP
95
Golden State Equity Partners
California
$2.48K +$2.48K +50 New
JP Morgan Chase
96
JP Morgan Chase
New York
$496 +$495 +10 New
PA
97
Parallel Advisors
California
$446 +$446 +9 New
SIS
98
Sound Income Strategies
Florida
$444 +$446 +9 New
MERSOM
99
Municipal Employees' Retirement System of Michigan
Michigan
-$58.4M -1,178,547 Closed
OA
100
Oasis Advisors
Iowa
-$5.41M -109,135 Closed