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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$119M
Bank of America
2
Bank of America
North Carolina
$52.8M +$20M +403,228 +61%
AWM
3
AE Wealth Management
Kansas
$46.5M +$8.38M +168,495 +22%
Wells Fargo
4
Wells Fargo
California
$23.8M +$9.24M +185,760 +63%
AFS
5
Access Financial Services
Minnesota
$17.9M +$9.94M +199,846 +125%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.3M +$4.19M +84,214 +41%
Morgan Stanley
7
Morgan Stanley
New York
$12.8M +$8.56M +172,174 +200%
BWS
8
Buck Wealth Strategies
Colorado
$11.6M +$11.6M +232,919 New
AIM
9
Astor Investment Management
Illinois
$11.5M +$4.82M +96,876 +73%
ACA
10
Aptus Capital Advisors
Alabama
$9.9M -$148K -2,975 -1%
FGG
11
Financial Guidance Group
Florida
$9.9M -$148K -2,975 -1%
BCI
12
Brinker Capital Investments
Pennsylvania
$9.56M +$556K +11,177 +6%
OPS
13
Orion Portfolio Solutions
Nebraska
$9.56M +$556K +11,177 +6%
AAS
14
Avantax Advisory Services
Texas
$8.99M -$249K -4,999 -3%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.31M -$2.02M -40,705 -20%
LC
16
Legacy CG
Texas
$4.74M +$3.27M +65,757 +223%
TC
17
TownSquare Capital
Utah
$4.12M +$465K +9,355 +13%
WSWA
18
Warren Street Wealth Advisors
California
$4.03M +$468K +9,409 +13%
SPL
19
Smart Portfolios LLC
Washington
$3.99M +$30.2K +607 +0.8%
AI
20
Atria Investments
North Carolina
$3.9M +$1.85M +37,202 +90%
NRG
21
Nemes Rush Group
Michigan
$3.71M +$1.18M +23,717 +47%
SSWM
22
Strait & Sound Wealth Management
California
$3.64M +$314K +6,325 +9%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$3.61M +$5.07K +102 +0.1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3.15M -$776K -15,606 -20%
LCGC
25
Legacy Capital Group California
California
$3.11M +$1.23M +24,652 +65%