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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+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: 8985 (-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

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.12%
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
30
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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 -$59.9M -1,209,433 -51%
AWM
3
AE Wealth Management
Kansas
$52.3M +$5.89M +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 +$24.6M +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 +$6.27M +126,454 +49%
BWS
8
Buck Wealth Strategies
Colorado
$14.2M +$2.66M +53,646 +23%
BCI
9
Brinker Capital Investments
Pennsylvania
$10.3M +$745K +15,024 +8%
LC
10
Legacy CG
Texas
$9.28M +$4.55M +91,764 +96%
TWM
11
Tanager Wealth Management
United Kingdom
$9.19M +$7.58M +152,958 +474%
AAS
12
Avantax Advisory Services
Texas
$8.81M -$160K -3,219 -2%
ACA
13
Aptus Capital Advisors
Alabama
$7.94M -$1.94M -39,051 -20%
FGG
14
Financial Guidance Group
Florida
$7.94M -$1.94M -39,051 -20%
NRG
15
Nemes Rush Group
Michigan
$5.61M +$1.91M +38,470 +52%
NA
16
NewEdge Advisors
Louisiana
$5.03M +$3.2M +64,655 +177%
EF
17
Empowered Funds
Pennsylvania
$4.87M +$4.88M +98,400 New
WSWA
18
Warren Street Wealth Advisors
California
$4.64M +$617K +12,452 +15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.3M -$9.97M -201,070 -70%
SSWM
20
Strait & Sound Wealth Management
California
$4.01M +$370K +7,473 +10%
SC
21
Syon Capital
California
$3.97M +$3.97M +80,072 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$3.57M -$33.8K -681 -0.9%
SPL
23
Smart Portfolios LLC
Washington
$3.13M -$852K -17,193 -21%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.87M -$5.41M -109,141 -65%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.79M +$291K +5,868 +12%

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.