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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
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Overview Fund Activity

90 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, 56 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
56
Reduced
10
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$20M
2
BWS
Buck Wealth Strategies
Colorado
+$11.6M
3
AFS
Access Financial Services
Minnesota
+$9.94M
4
Wells Fargo
Wells Fargo
California
+$9.24M
5
Morgan Stanley
Morgan Stanley
New York
+$8.56M

Top Sellers

1
SG
Straightline Group
Michigan
-$44.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$37.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.02M
4
SPA
Shore Point Advisors
New Jersey
-$791K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$776K
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
76
Lloyd Advisory Services
Georgia
$217K +$217K +4,357 New
BTWM
77
Brass Tax Wealth Management
Ohio
$213K – – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$146K -$104K -2,083 -42%
CAM
79
Creekmur Asset Management
Illinois
$133K – – –
Q1WB
80
Quest 10 Wealth Builders
Virginia
$46.7K +$25.9K +521 +124%
BFS
81
Burkett Financial Services
South Carolina
$31.9K +$31.9K +642 New
PA
82
Pineridge Advisors
Missouri
$31.1K +$348 +7 +1%
MAS
83
MPWM Advisory Solutions
Georgia
$18.2K – – –
MCM
84
MAI Capital Management
Ohio
$18.1K – – –
GTAM
85
Global Trust Asset Management
Florida
$17.5K -$20K -402 -53%
BCMLT
86
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.3K +$15.3K +308 New
FHA
87
First Horizon Advisors
Tennessee
$15K – – –
RF
88
Rossby Financial
Florida
$2.93K +$2.93K +59 New
EB
89
Eastern Bank
Massachusetts
$2.09K +$2.09K +42 New
CAWM
90
Capital A Wealth Management
Pennsylvania
$149 +$149 +3 New
SG
91
Straightline Group
Michigan
– -$44.1M -889,764 Closed
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
– -$37.5M -753,634 Closed
SPA
93
Shore Point Advisors
New Jersey
– -$791K -15,967 Closed
W
94
Wealthquest
Ohio
– -$452K -9,127 Closed
NCFG
95
New Century Financial Group
New Jersey
– -$392K -7,910 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
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