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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE

97 hedge funds and large institutions have $505M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

13% more funds holding

Funds holding: 86 → 97 (+11)

6% more capital invested

Capital invested by funds: $476M → $505M (+$29.3M)

1.84% more ownership

Funds ownership: 72.94% → 74.78% (+1.8%)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.18%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
36
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.93M
2
TWM
Tanager Wealth Management
United Kingdom
+$2.99M
3
SMC
Smith, Moore & Co
Missouri
+$2.91M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.43M
5
AWM
AE Wealth Management
Kansas
+$2.42M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.32M
2
LC
Legacy CG
Texas
-$4.52M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.49M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.1M
5
BWS
Buck Wealth Strategies
Colorado
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$94.5M +$4.93M +99,373 +5%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$58.4M – – –
AWM
3
AE Wealth Management
Kansas
$57.6M +$2.42M +48,748 +4%
SMC
4
Smith, Moore & Co
Missouri
$39.7M +$2.91M +58,673 +8%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$39.4M +$2.34M +47,191 +6%
AFS
6
Access Financial Services
Minnesota
$21.4M +$495K +9,983 +2%
TWM
7
Tanager Wealth Management
United Kingdom
$18.9M +$2.99M +60,251 +19%
BWS
8
Buck Wealth Strategies
Colorado
$12.9M -$953K -19,224 -7%
Morgan Stanley
9
Morgan Stanley
New York
$12M -$5.32M -107,174 -31%
NRG
10
Nemes Rush Group
Michigan
$9.86M +$2.18M +43,949 +28%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.01M -$1.1M -22,088 -11%
BCI
12
Brinker Capital Investments
Pennsylvania
$7.68M +$200K +4,025 +3%
EF
13
Empowered Funds
Pennsylvania
$7.67M +$1.07M +21,600 +16%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$7.31M +$2.43M +48,934 +50%
ACA
15
Aptus Capital Advisors
Alabama
$6.52M -$500K -10,085 -7%
FGG
16
Financial Guidance Group
Florida
$6.52M -$500K -10,085 -7%
CFG
17
Compass Financial Group
Ohio
$6.35M +$6.36M +128,244 New
WSWA
18
Warren Street Wealth Advisors
California
$5.84M +$618K +12,457 +12%
OA
19
Oasis Advisors
Iowa
$5.41M +$5.41M +109,135 New
SC
20
Syon Capital
California
$4.63M +$148K +2,988 +3%
LC
21
Legacy CG
Texas
$4.18M -$4.52M -91,206 -52%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.15M -$491K -9,903 -11%
NFTC
23
North Forty Two & Co
Oregon
$4.06M +$1.63M +32,900 +67%
SSWM
24
Strait & Sound Wealth Management
California
$3.92M -$245K -4,945 -6%
EI
25
eCIO Inc
Wisconsin
$3.88M +$884K +17,829 +29%
1
2 3 4 5

XONE Hedge Fund Activity: Q4 2025 in Review

97 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q4 2025, worth a combined $505M — up 6.2% from $476M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new XONE positions and 7 closed out — a net gain of 14 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $4.93M. The largest seller was Morgan Stanley, cutting an estimated $5.32M.

  • 97 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q4 2025, up from 86 in Q3 2025.
  • Funds reported $505M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q4 2025, up 6.2% quarter-over-quarter.
  • 21 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q4 2025 and 7 closed out, a net change of +14 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q4 2025 was Bank of America, an estimated $4.93M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q4 2025 was Morgan Stanley, an estimated $5.32M sold.

Based on aggregated 13F filings for Q4 2025.