We are live on ! Find out more
XSVN icon

BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF

29 hedge funds and large institutions have $129M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $114M → $129M (+$15.4M)

12% more funds holding

Funds holding: 2629 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.12% less ownership

Funds ownership: 97.56%91.44% (-6.1%)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
13
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$34.2M +$9.72M +207,515 +41%
DE
2
Diversified Enterprises
Delaware
$33.5M -$337K -7,203 -1%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19.3M
FTUS
4
Flow Traders U.S.
New York
$7.71M +$5.57M +118,988 +281%
AWM
5
AE Wealth Management
Kansas
$5.77M +$1.29M +27,519 +29%
Bank of America
6
Bank of America
North Carolina
$4.24M -$1.6M -34,239 -28%
MFS
7
Mattson Financial Services
Michigan
$3.92M +$2.4M +51,255 +166%
AIC
8
Archer Investment Corporation
Indiana
$3.78M +$125K +2,673 +3%
Lido Advisors
9
Lido Advisors
California
$3.53M +$430K +9,192 +14%
3AM
10
3EDGE Asset Management
Florida
$3.02M -$71.2K -1,521 -2%
BFA
11
Brown Financial Advisors
Ohio
$2.54M +$699K +14,925 +39%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$1.69M +$295K +6,308 +22%
PW
13
Paladin Wealth
Minnesota
$1.12M +$406K +8,678 +59%
AAG
14
Armstrong Advisory Group
Massachusetts
$944K
Citadel Advisors
15
Citadel Advisors
Florida
$655K +$642K +13,707 New
DAS
16
Dynamic Advisor Solutions
Arizona
$634K +$139K +2,978 +29%
TAP
17
Tounjian Advisory Partners
Florida
$559K +$548K +11,698 New
WIM
18
WealthPlan Investment Management
Nebraska
$415K -$7.54K -161 -2%
NRG
19
Nemes Rush Group
Michigan
$414K +$344K +7,356 +559%
Jane Street
20
Jane Street
New York
$384K +$71.5K +1,527 +23%
Goldman Sachs
21
Goldman Sachs
New York
$375K +$368K +7,848 New
MWM
22
Meridian Wealth Management
Kentucky
$336K +$329K +7,033 New
Osaic Holdings
23
Osaic Holdings
Arizona
$132K +$64.4K +1,376 +99%
MG
24
Mather Group
Illinois
$17.3K
UBS Group
25
UBS Group
Switzerland
$6.02K +$5.9K +126 New

XSVN Hedge Fund Activity: Q1 2025 in Review

29 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q1 2025, worth a combined $129M — up 14% from $114M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XSVN positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Gradient Investments, adding an estimated $9.72M. The largest seller was Bank of America, cutting an estimated $1.6M.

  • 29 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q1 2025, up from 26 in Q4 2024.
  • Funds reported $129M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 8 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q1 2025 was Gradient Investments, an estimated $9.72M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q1 2025 was Bank of America, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2025.