XONE icon

BondBloxx Bloomberg One Year Target Duration US Treasury ETF

83 hedge funds and large institutions have $448M 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, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.11%
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
28
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$70.4M +$17.7M +356,783 +34%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$58.5M -$60M -1,209,433 -51%
AWM
3
AE Wealth Management
Kansas
$52.3M +$5.9M +118,884 +13%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$35.9M +$35.9M +724,205 New
SMC
5
Smith, Moore & Co
Missouri
$24.7M +$24.7M +497,139 New
AFS
6
Access Financial Services
Minnesota
$22.6M +$4.73M +95,384 +27%
Morgan Stanley
7
Morgan Stanley
New York
$19.1M +$6.28M +126,454 +49%
LWANC
8
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.5M +$17.2M +852,023 +5,493%
BWS
9
Buck Wealth Strategies
Colorado
$14.2M +$2.66M +53,646 +23%
BCI
10
Brinker Capital Investments
Pennsylvania
$10.3M +$746K +15,024 +8%
LC
11
Legacy CG
Texas
$9.28M +$4.55M +91,764 +96%
TWM
12
Tanager Wealth Management
United Kingdom
$9.19M +$7.59M +152,958 +474%
AAS
13
Avantax Advisory Services
Texas
$8.81M -$160K -3,219 -2%
ACA
14
Aptus Capital Advisors
Alabama
$7.94M -$1.94M -39,051 -20%
FGG
15
Financial Guidance Group
Florida
$7.94M -$1.94M -39,051 -20%
NRG
16
Nemes Rush Group
Michigan
$5.61M +$1.91M +38,470 +52%
NA
17
NewEdge Advisors
Louisiana
$5.03M +$3.21M +64,655 +177%
EF
18
Empowered Funds
Pennsylvania
$4.87M +$4.87M +98,400 New
WSWA
19
Warren Street Wealth Advisors
California
$4.64M +$618K +12,452 +15%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.3M -$9.98M -201,070 -70%
SSWM
21
Strait & Sound Wealth Management
California
$4.01M +$371K +7,473 +10%
SC
22
Syon Capital
California
$3.97M +$3.97M +80,072 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$3.57M -$33.8K -681 -0.9%
SPL
24
Smart Portfolios LLC
Washington
$3.13M -$853K -17,193 -21%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.87M -$5.42M -109,141 -65%