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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$35.9M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$24.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.7M |
| 4 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$7.58M |
| 5 |
Morgan Stanley
New York
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$59.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$23.8M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$11.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.97M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$5.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCM
101
Fourpath Capital Management
Oklahoma City,
Oklahoma
| – | -$334K | -6,725 | Closed |
|
|
HBS
102
Howard Bailey Securities
Fort Wayne,
Indiana
| – | -$250K | -5,037 | Closed |
|
|
RCM
103
Raleigh Capital Management
Cary,
North Carolina
| – | -$245K | -4,921 | Closed |
|
104
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$229K | -4,605 | Closed |
|
|
LAS
105
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$217K | -4,357 | Closed |
|
|
BFS
106
Burkett Financial Services
Rock Hill,
South Carolina
| – | -$31.9K | -642 | Closed |
|
|
FHA
107
First Horizon Advisors
Memphis,
Tennessee
| – | -$15K | -301 | Closed |
|
|
EB
108
Eastern Bank
Boston,
Massachusetts
| – | -$2.09K | -42 | Closed |
|
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.