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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE

85 hedge funds and large institutions have $431M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4% less capital invested

Capital invested by funds: $450M → $431M (-$18.6M)

3.7% less ownership

Funds ownership: 71.61% → 67.91% (-3.7%)

4% less funds holding

Funds holding: 89 → 85 (-4)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
19
Increased
27
Reduced
30
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$35.9M
2
SMC
Smith, Moore & Co
Missouri
+$24.6M
3
Bank of America
Bank of America
North Carolina
+$17.7M
4
TWM
Tanager Wealth Management
United Kingdom
+$7.58M
5
Morgan Stanley
Morgan Stanley
New York
+$6.27M

Top Sellers

Rank Fund Capital Flow
1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$59.9M
2
Wells Fargo
Wells Fargo
California
-$23.8M
3
AIM
Astor Investment Management
Illinois
-$11.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.97M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
76
Global Trust Asset Management
Florida
$17.5K – – –
Q1WB
77
Quest 10 Wealth Builders
Virginia
$10.3K -$36.3K -732 -78%
CAWM
78
Capital A Wealth Management
Pennsylvania
$10K +$9.81K +198 +6,600%
UBS Group
79
UBS Group
Switzerland
$8.14K +$8.13K +164 New
Comerica Bank
80
Comerica Bank
Texas
$7.39K +$7.38K +149 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$6.85K +$6.84K +138 New
RF
82
Rossby Financial
Florida
$2.93K – – –
AIM
83
Astor Investment Management
Illinois
$2.53K -$11.4M -230,426 -100%
AIP
84
Ameritas Investment Partners
Nebraska
$1.44K +$1.44K +29 New
US Bancorp
85
US Bancorp
Minnesota
$447 +$446 +9 New
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$17 – – –
Wells Fargo
87
Wells Fargo
California
– -$23.8M -478,665 Closed
TC
88
TownSquare Capital
Utah
– -$4.12M -82,887 Closed
AI
89
Atria Investments
North Carolina
– -$3.9M -78,468 Closed
GM
90
GeoWealth Management
Illinois
– -$806K -16,208 Closed
EWM
91
Empirical Wealth Management
Washington
– -$799K -16,065 Closed
LCWP
92
Legacy Capital Wealth Partners
Arkansas
– -$672K -13,509 Closed
CW
93
CreativeOne Wealth
Kansas
– -$657K -13,212 Closed
Citadel Advisors
94
Citadel Advisors
Florida
– -$580K -11,658 Closed
CCM
95
Crew Capital Management
Ohio
– -$534K -10,738 Closed
ASN
96
Advisory Services Network
Georgia
– -$424K -8,529 Closed
DC
97
Davenport & Co
Virginia
– -$419K -8,424 Closed
AWM
98
Axxcess Wealth Management
California
– -$371K -7,460 Closed
Bank of New York Mellon
99
Bank of New York Mellon
New York
– -$364K -7,313 Closed
KAS
100
Kestra Advisory Services
Texas
– -$345K -6,937 Closed
1 2 3
4
5

XONE Hedge Fund Activity: Q2 2025 in Review

85 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q2 2025, worth a combined $431M — down 4.1% from $450M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of XONE and 19 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 27 added.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $35.9M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $59.9M.

  • 85 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q2 2025, down from 89 in Q1 2025.
  • Funds reported $431M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q2 2025, down 4.1% quarter-over-quarter.
  • 19 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q2 2025 and 22 closed out, a net change of -3 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $35.9M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q2 2025 was Municipal Employees' Retirement System of Michigan, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2025.