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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

87 hedge funds and large institutions have $447M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.16%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
38
Increased
31
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$118M
SG
2
Straightline Group
Michigan
$44.1M +$44.1M +889,764 New
AWM
3
AE Wealth Management
Kansas
$38M -$10.5M -210,949 -22%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$37.5M +$37.5M +753,634 New
Bank of America
5
Bank of America
North Carolina
$32.6M +$24.7M +498,528 +312%
EWM
6
Executive Wealth Management
Michigan
$16M +$348K +7,024 +2%
Wells Fargo
7
Wells Fargo
California
$14.5M +$14.5M +292,905 New
HighTower Advisors
8
HighTower Advisors
Illinois
$10.3M -$3.4M -68,532 -25%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.1M +$9.55M +192,674 +1,779%
ACA
10
Aptus Capital Advisors
Alabama
$10M +$8.31M +167,132 +479%
FGG
11
Financial Guidance Group
Florida
$10M +$8.28M +167,132 +479%
AAS
12
Avantax Advisory Services
Texas
$9.2M +$5.15M +103,962 +127%
OPS
13
Orion Portfolio Solutions
Nebraska
$8.97M -$4.8M -96,940 -35%
BCI
14
Brinker Capital Investments
Pennsylvania
$8.97M -$4.8M -96,940 -35%
AFS
15
Access Financial Services
Minnesota
$7.9M +$7.9M +159,464 New
AIM
16
Astor Investment Management
Illinois
$6.62M +$6.62M +133,601 New
Morgan Stanley
17
Morgan Stanley
New York
$4.26M +$999K +20,165 +31%
SPL
18
Smart Portfolios LLC
Washington
$3.95M +$1.47M +29,644 +59%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3.91M -$2.31M -46,690 -37%
TC
20
TownSquare Capital
Utah
$3.64M -$2.8M -56,496 -43%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$3.59M +$3.06M +61,826 +581%
WSWA
22
Warren Street Wealth Advisors
California
$3.55M +$11K +223 +0.3%
SSWM
23
Strait & Sound Wealth Management
California
$3.31M +$919K +18,542 +38%
ECM
24
Exchange Capital Management
Michigan
$2.66M +$656K +13,232 +33%
NRG
25
Nemes Rush Group
Michigan
$2.52M +$2.52M +50,817 New