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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

86 hedge funds and large institutions have $476M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

10% more capital invested

Capital invested by funds: $431M → $476M (+$44.5M)

5.03% more ownership

Funds ownership: 67.91%72.94% (+5%)

1% more funds holding

Funds holding: 8586 (+1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
36
Reduced
25
Closed
10
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
$89.8M +$19.4M +390,810 +28%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$58.5M
AWM
3
AE Wealth Management
Kansas
$55.3M +$2.96M +59,800 +6%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$37.1M +$1.11M +22,411 +3%
SMC
5
Smith, Moore & Co
Missouri
$36.8M +$12.1M +243,994 +49%
AFS
6
Access Financial Services
Minnesota
$20.9M -$1.63M -32,893 -7%
Morgan Stanley
7
Morgan Stanley
New York
$17.4M -$1.7M -34,389 -9%
TWM
8
Tanager Wealth Management
United Kingdom
$16M +$6.76M +136,448 +74%
BWS
9
Buck Wealth Strategies
Colorado
$13.9M -$296K -5,970 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$10.1M +$7.36M +148,540 +268%
LC
11
Legacy CG
Texas
$8.72M -$570K -11,497 -6%
NRG
12
Nemes Rush Group
Michigan
$7.7M +$2.09M +42,101 +37%
BCI
13
Brinker Capital Investments
Pennsylvania
$7.5M -$2.78M -56,202 -27%
ACA
14
Aptus Capital Advisors
Alabama
$7.04M -$909K -18,341 -11%
FGG
15
Financial Guidance Group
Florida
$7.04M -$909K -18,341 -11%
EF
16
Empowered Funds
Pennsylvania
$6.59M +$1.72M +34,800 +35%
WSWA
17
Warren Street Wealth Advisors
California
$5.24M +$595K +12,017 +13%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.9M +$2.1M +42,379 +75%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.66M +$352K +7,106 +8%
SC
20
Syon Capital
California
$4.49M +$516K +10,412 +13%
SSWM
21
Strait & Sound Wealth Management
California
$4.18M +$170K +3,433 +4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$3.6M +$29.7K +599 +0.8%
NA
23
NewEdge Advisors
Louisiana
$3.59M -$1.44M -29,073 -29%
Goldman Sachs
24
Goldman Sachs
New York
$3.24M +$3.23M +65,188 New
SPL
25
Smart Portfolios LLC
Washington
$3.15M +$16.4K +332 +0.5%

XONE Hedge Fund Activity: Q3 2025 in Review

86 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q3 2025, worth a combined $476M — up 10% from $431M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XONE positions and 10 closed out — a net gain of 5 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $19.4M. The largest seller was Brinker Capital Investments, cutting an estimated $2.78M.

  • 86 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q3 2025, up from 85 in Q2 2025.
  • Funds reported $476M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 15 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q3 2025 was Bank of America, an estimated $19.4M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q3 2025 was Brinker Capital Investments, an estimated $2.78M sold.

Based on aggregated 13F filings for Q3 2025.