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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
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Overview Fund Activity

26 hedge funds and large institutions have $114M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-18
Holders Change %
-40.91%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
11
Reduced
9
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$9.94M
2
AWM
AE Wealth Management
Kansas
+$3.68M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$871K
4
BFA
Brown Financial Advisors
Ohio
+$783K
5
Bank of America
Bank of America
North Carolina
+$621K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.8M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
AIM
Astor Investment Management
Illinois
-$6.87M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.47M
5
3AM
3EDGE Asset Management
Florida
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
1
Diversified Enterprises
Delaware
$32.8M -$339K -7,330 -1%
GI
2
Gradient Investments
Minnesota
$23.5M +$9.94M +214,965 +73%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$18.7M – – –
EWM
4
Executive Wealth Management
Michigan
$7.79M +$203K +4,396 +3%
Bank of America
5
Bank of America
North Carolina
$5.69M +$621K +13,428 +12%
AWM
6
AE Wealth Management
Kansas
$4.32M +$3.68M +79,518 +574%
AIC
7
Archer Investment Corporation
Indiana
$3.54M +$330K +7,127 +10%
Lido Advisors
8
Lido Advisors
California
$3M +$544K +11,745 +22%
3AM
9
3EDGE Asset Management
Florida
$3M -$2.43M -52,461 -45%
FTUS
10
Flow Traders U.S.
New York
$1.96M -$304K -6,568 -13%
BFA
11
Brown Financial Advisors
Ohio
$1.77M +$783K +16,927 +80%
MFS
12
Mattson Financial Services
Michigan
$1.51M -$585K -11,925 -28%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$194K +4,204 +17%
AAG
14
Armstrong Advisory Group
Massachusetts
$944K +$344K +7,446 +57%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$871K +$871K +18,819 New
RIA
16
Regal Investment Advisors
Michigan
$749K +$84.1K +1,819 +13%
PW
17
Paladin Wealth
Minnesota
$681K +$391K +8,451 +135%
DAS
18
Dynamic Advisor Solutions
Arizona
$476K +$476K +10,296 New
WIM
19
WealthPlan Investment Management
Nebraska
$409K -$209K -4,516 -34%
Jane Street
20
Jane Street
New York
$301K -$129K -2,780 -30%
Financial Engines Advisors
21
Financial Engines Advisors
California
$215K +$215K +4,645 New
Osaic Holdings
22
Osaic Holdings
Arizona
$64.2K -$2.96K -64 -4%
EPW
23
Endeavor Private Wealth
Kansas
$63.5K +$63.5K +1,368 New
NRG
24
Nemes Rush Group
Michigan
$60.9K +$60.9K +1,316 New
MG
25
Mather Group
Illinois
$16.8K -$8.28K -179 -33%
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