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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

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: 8789 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
76
Brass Tax Wealth Management
Ohio
$213K
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$146K -$103K -2,083 -42%
CAM
78
Creekmur Asset Management
Illinois
$133K
Q1WB
79
Quest 10 Wealth Builders
Virginia
$46.7K +$25.8K +521 +124%
BFS
80
Burkett Financial Services
South Carolina
$31.9K +$31.9K +642 New
PA
81
Pineridge Advisors
Missouri
$31.1K +$347 +7 +1%
MAS
82
MPWM Advisory Solutions
Georgia
$18.2K
MCM
83
MAI Capital Management
Ohio
$18.1K
GTAM
84
Global Trust Asset Management
Florida
$17.5K -$19.9K -402 -53%
BCMLT
85
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.3K +$15.3K +308 New
FHA
86
First Horizon Advisors
Tennessee
$15K
RF
87
Rossby Financial
Florida
$2.93K +$2.93K +59 New
EB
88
Eastern Bank
Massachusetts
$2.09K +$2.08K +42 New
CAWM
89
Capital A Wealth Management
Pennsylvania
$149 +$149 +3 New
SG
90
Straightline Group
Michigan
-$44.1M -889,764 Closed
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
-$37.5M -753,634 Closed
SPA
92
Shore Point Advisors
New Jersey
-$791K -15,967 Closed
W
93
Wealthquest
Ohio
-$452K -9,127 Closed
NCFG
94
New Century Financial Group
New Jersey
-$392K -7,910 Closed
BFAG
95
Blackston Financial Advisory Group
Florida
-$241K -4,856 Closed
SMAM
96
Sugar Maple Asset Management
Wisconsin
-$69.8K -1,409 Closed
NWWA
97
New Wave Wealth Advisors
Arkansas
-$57.4K -1,158 Closed
EPW
98
Endeavor Private Wealth
Kansas
-$54.5K -1,100 Closed
KIM
99
Kestra Investment Management
Texas
-$30.6K -618 Closed
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
-$22.7K -459 Closed

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.