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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
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49 hedge funds and large institutions have $234M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

9% more funds holding

Funds holding: 45 → 49 (+4)

3% more capital invested

Capital invested by funds: $226M → $234M (+$7.72M)

10.13% less ownership

Funds ownership: 82.74% → 72.62% (-10%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$8.02M
2
AWM
AE Wealth Management
Kansas
+$6.66M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.97M
4
WAS
WESPAC Advisors SoCal
California
+$3.78M
5
Bank of America
Bank of America
North Carolina
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$19.4M
2
Goldman Sachs
Goldman Sachs
New York
-$2.05M
3
PUI
Purpose Unlimited Inc
-$1.53M
4
BLWM
Bucket List Wealth Management
Florida
-$1.21M
5
JFG
JDM Financial Group
Texas
-$850K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$878K -$51K -1,061 -5%
BCM
27
Brookstone Capital Management
Illinois
$842K +$848K +17,649 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$827K +$833K +17,335 New
AWM
29
Able Wealth Management
New Jersey
$693K -$261K -5,437 -27%
EMAM
30
Encompass More Asset Management
California
$587K +$26.5K +551 +5%
FA
31
Faithward Advisors
Pennsylvania
$560K +$65.9K +1,370 +13%
AAS
32
Ameritas Advisory Services
Nebraska
$494K +$498K +10,359 New
TWP
33
Tower Wealth Partners
Pennsylvania
$468K +$3.17K +66 +0.7%
DE
34
Diversified Enterprises
Delaware
$441K -$5.43K -113 -1%
TRCT
35
Tower Research Capital (TRC)
New York
$381K +$384K +7,981 New
Citadel Advisors
36
Citadel Advisors
Florida
$371K -$542K -11,270 -59%
WIM
37
WealthPlan Investment Management
Nebraska
$336K -$77.6K -1,615 -19%
EWA
38
EP Wealth Advisors
California
$312K +$98.6K +2,052 +46%
TAP
39
Tounjian Advisory Partners
Florida
$235K +$30.9K +642 +15%
RFN
40
RDA Financial Network
Iowa
$225K +$14.1K +294 +7%
Osaic Holdings
41
Osaic Holdings
Arizona
$55.8K -$66.1K -1,376 -54%
MG
42
Mather Group
Illinois
$17.3K +$17.4K +363 New
PUI
43
Purpose Unlimited Inc
$14.2K -$1.53M -31,727 -99%
TC
44
Truvestments Capital
Florida
$8.92K +$8.99K +187 New
AAG
45
Armstrong Advisory Group
Massachusetts
$2.44K -$465K -9,682 -99%
Morgan Stanley
46
Morgan Stanley
New York
$2.3K +$48 +1 +2%
KCM
47
Key Capital Management
Tennessee
$191 -$1.2K -25 -86%
SIS
48
Sound Income Strategies
Florida
$190 +$192 +4 New
AIC
49
Archer Investment Corporation
Indiana
$46 – – –
MERSOM
50
Municipal Employees' Retirement System of Michigan
Michigan
– -$19.4M -403,857 Closed
1
2
3

XSVN Hedge Fund Activity: Q1 2026 in Review

49 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q1 2026, worth a combined $234M — up 3.4% from $226M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XSVN positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Gradient Investments, adding an estimated $8.02M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $19.4M sold.

  • 49 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q1 2026, up from 45 in Q4 2025.
  • Funds reported $234M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q1 2026, up 3.4% quarter-over-quarter.
  • 9 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q1 2026 and 3 closed out, a net change of +6 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q1 2026 was Gradient Investments, an estimated $8.02M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q1 2026 was Municipal Employees' Retirement System of Michigan, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2026.