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BondBloxx Bloomberg One Year Target Duration US Treasury ETF

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: 46 (+2)

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

13% more funds holding

Funds holding: 8697 (+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
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%