We are live on ! Find out more
XSVN icon

BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF

45 hedge funds and large institutions have $226M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

67% more capital invested

Capital invested by funds: $136M → $226M (+$90.3M)

25% more funds holding

Funds holding: 3645 (+9)

4.06% less ownership

Funds ownership: 86.8%82.74% (-4.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
20
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$888K +$180K +3,729 +25%
LPL Financial
27
LPL Financial
California
$831K +$836K +17,307 New
SHWA
28
Safe Harbor Wealth Advisors
Ohio
$785K +$784K +16,225 New
Jane Street
29
Jane Street
New York
$702K +$707K +14,619 New
EMAM
30
Encompass More Asset Management
California
$565K +$568K +11,752 New
FA
31
Faithward Advisors
Pennsylvania
$498K +$51.7K +1,070 +12%
TWP
32
Tower Wealth Partners
Pennsylvania
$468K +$54.3K +1,124 +13%
AAG
33
Armstrong Advisory Group
Massachusetts
$468K +$464K +9,595 +6,953%
DE
34
Diversified Enterprises
Delaware
$449K -$123K -2,546 -21%
WIM
35
WealthPlan Investment Management
Nebraska
$416K -$10.7K -222 -2%
EWA
36
EP Wealth Advisors
California
$215K +$217K +4,480 New
RFN
37
RDA Financial Network
Iowa
$213K +$7.59K +157 +4%
TAP
38
Tounjian Advisory Partners
Florida
$205K -$26.3K -544 -11%
Osaic Holdings
39
Osaic Holdings
Arizona
$122K +$6.91K +143 +6%
GRP
40
Global Retirement Partners
California
$11.8K +$11.9K +247 New
HFS
41
Hantz Financial Services
Michigan
$5K +$4.88K +101 New
Morgan Stanley
42
Morgan Stanley
New York
$2.26K -$48 -1 -2%
KCM
43
Key Capital Management
Tennessee
$1.39K +$1.4K +29 New
SEP
44
Signature Equity Partners
Ohio
$307 +$290 +6 New
AIC
45
Archer Investment Corporation
Indiana
$46
TRCT
46
Tower Research Capital (TRC)
New York
-$532K -11,048 Closed
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
-$205K -4,255 Closed
MG
48
Mather Group
Illinois
-$17.5K -363 Closed
ASN
49
Advisory Services Network
Georgia
-$14.8K -308 Closed
JP Morgan Chase
50
JP Morgan Chase
New York
-$14K -291 Closed

XSVN Hedge Fund Activity: Q4 2025 in Review

45 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q4 2025, worth a combined $226M — up 67% from $136M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XSVN positions and 6 closed out — a net gain of 10 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $83.5M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $595K.

  • 45 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $226M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q4 2025, up 67% quarter-over-quarter.
  • 16 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q4 2025 and 6 closed out, a net change of +10 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $83.5M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q4 2025 was Wealthcare Advisory Partners, an estimated $595K sold.

Based on aggregated 13F filings for Q4 2025.