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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
WA
76
Waverly Advisors
Alabama
$212K +$212K +4,280 New
WIA
77
World Investment Advisors
California
$205K -$292K -5,885 -59%
WWA
78
Wealth Watch Advisors
Colorado
$182K +$183K +3,682 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$134K +$33.3K +672 +33%
GWM
80
Geneos Wealth Management
Colorado
$109K -$12.7K -257 -10%
Osaic Holdings
81
Osaic Holdings
Arizona
$57.6K +$13K +263 +29%
WG
82
Wellington Group
Indiana
$54.9K +$55K +1,108 New
BCMIO
83
Beacon Capital Management Inc (Ohio)
Ohio
$41.3K +$31.1K +627 +304%
SAG
84
SageView Advisory Group
California
$26.2K +$26.2K +528 New
KFG
85
Kingdom Financial Group
Arizona
$24.2K -$681K -13,740 -97%
BTI
86
Blue Trust Inc
Georgia
$19.8K
MAS
87
MPWM Advisory Solutions
Georgia
$18.2K
TCOV
88
Trust Company of Vermont
Vermont
$11.9K -$7.54K -152 -39%
Q1WB
89
Quest 10 Wealth Builders
Virginia
$11.4K +$4.22K +85 +58%
SPIA
90
Steward Partners Investment Advisory
New York
$10.6K -$9.08K -183 -46%
HFS
91
Hantz Financial Services
Michigan
$9K +$9.47K +191 New
IIM
92
IFC & Insurance Marketing
California
$8K +$7.89K +159 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$6.84K
EWM
94
Evolution Wealth Management
Florida
$5.65K
Wells Fargo
95
Wells Fargo
California
$5.55K -$7.04K -142 -56%
PWM
96
Peck Wealth Management
New York
$4.95K
RF
97
Rossby Financial
Florida
$2.92K
Kovitz Investment Group Partners
98
Kovitz Investment Group Partners
Illinois
-$1.49M -30,045 Closed
FTUS
99
Flow Traders U.S.
New York
-$769K -15,490 Closed
IA
100
Inspire Advisors
Idaho
-$270K -5,435 Closed