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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF

35 hedge funds and large institutions have $141M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

21% more funds holding

Funds holding: 2935 (+6)

9% more capital invested

Capital invested by funds: $129M → $141M (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 91.44%91.21% (-0.23%)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
16
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$36.3M +$1.94M +41,027 +6%
DE
2
Diversified Enterprises
Delaware
$33.4M -$255K -5,396 -0.8%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19.3M
AWM
4
AE Wealth Management
Kansas
$6.92M +$1.12M +23,719 +20%
FTUS
5
Flow Traders U.S.
New York
$6.18M -$1.53M -32,271 -20%
Bank of America
6
Bank of America
North Carolina
$4.45M +$192K +4,065 +5%
Lido Advisors
7
Lido Advisors
California
$4.43M +$875K +18,508 +25%
AIC
8
Archer Investment Corporation
Indiana
$4.36M +$564K +11,931 +15%
MFS
9
Mattson Financial Services
Michigan
$4.12M +$191K +4,043 +5%
SOS
10
Silver Oak Securities
Tennessee
$4.1M +$4.05M +85,583 New
3AM
11
3EDGE Asset Management
Florida
$3.08M +$50.1K +1,059 +2%
BFA
12
Brown Financial Advisors
Ohio
$2.47M -$76.5K -1,617 -3%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$1.74M +$45.4K +959 +3%
DAS
14
Dynamic Advisor Solutions
Arizona
$1.36M +$715K +15,110 +114%
DWM
15
Dogwood Wealth Management
Kansas
$1.35M +$1.35M +28,560 New
PW
16
Paladin Wealth
Minnesota
$1.27M +$145K +3,075 +13%
CA
17
Continuum Advisory
Idaho
$1.02M +$1.01M +21,259 New
MWM
18
Meridian Wealth Management
Kentucky
$808K +$466K +9,849 +140%
Goldman Sachs
19
Goldman Sachs
New York
$684K +$305K +6,444 +82%
NRG
20
Nemes Rush Group
Michigan
$550K +$134K +2,824 +33%
TAP
21
Tounjian Advisory Partners
Florida
$542K -$16.2K -342 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$535K +$529K +11,183 New
WIM
23
WealthPlan Investment Management
Nebraska
$425K +$8.61K +182 +2%
TWP
24
Tower Wealth Partners
Pennsylvania
$385K +$380K +8,034 New
AWM
25
Able Wealth Management
New Jersey
$367K +$363K +7,672 New

XSVN Hedge Fund Activity: Q2 2025 in Review

35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q2 2025, worth a combined $141M — up 9.5% from $129M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XSVN positions and 6 closed out — a net gain of 6 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Silver Oak Securities, opening a new position worth an estimated $4.05M. The largest seller was Flow Traders U.S., cutting an estimated $1.53M.

  • 35 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q2 2025, up from 29 in Q1 2025.
  • Funds reported $141M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q2 2025, up 9.5% quarter-over-quarter.
  • 12 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q2 2025 and 6 closed out, a net change of +6 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q2 2025 was Silver Oak Securities, an estimated $4.05M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q2 2025 was Flow Traders U.S., an estimated $1.53M sold.

Based on aggregated 13F filings for Q2 2025.