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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF

36 hedge funds and large institutions have $136M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3536 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $141M → $136M (-$5.95M)

4.4% less ownership

Funds ownership: 91.21%86.8% (-4.4%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
22
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$39.1M +$2.56M +53,504 +7%
PA
2
Pineridge Advisors
Missouri
$21.6M +$21.2M +443,028 +8,361%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19.5M
AWM
4
AE Wealth Management
Kansas
$12.3M +$5.25M +109,925 +76%
Bank of America
5
Bank of America
North Carolina
$5.47M +$986K +20,633 +22%
Lido Advisors
6
Lido Advisors
California
$4.57M +$115K +2,407 +3%
MFS
7
Mattson Financial Services
Michigan
$4.31M +$160K +3,347 +4%
SOS
8
Silver Oak Securities
Tennessee
$4.1M -$20K -418 -0.5%
Goldman Sachs
9
Goldman Sachs
New York
$3.91M +$3.2M +66,932 +468%
3AM
10
3EDGE Asset Management
Florida
$3.09M -$15K -313 -0.5%
BFA
11
Brown Financial Advisors
Ohio
$2.6M +$119K +2,491 +5%
DAS
12
Dynamic Advisor Solutions
Arizona
$2.43M +$1.06M +22,095 +78%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$26.2K +548 +2%
DWM
14
Dogwood Wealth Management
Kansas
$1.66M +$283K +5,918 +21%
PW
15
Paladin Wealth
Minnesota
$1.45M +$171K +3,588 +14%
MWM
16
Meridian Wealth Management
Kentucky
$1.27M +$450K +9,414 +56%
CA
17
Continuum Advisory
Idaho
$1.07M +$46.6K +976 +5%
NRG
18
Nemes Rush Group
Michigan
$884K +$328K +6,855 +60%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$710K +$170K +3,562 +32%
AWM
20
Able Wealth Management
New Jersey
$583K +$211K +4,426 +58%
DE
21
Diversified Enterprises
Delaware
$573K -$32.7M -684,801 -98%
TRCT
22
Tower Research Capital (TRC)
New York
$532K +$528K +11,048 New
FA
23
Faithward Advisors
Pennsylvania
$448K +$112K +2,337 +34%
WIM
24
WealthPlan Investment Management
Nebraska
$428K +$717 +15 +0.2%
TWP
25
Tower Wealth Partners
Pennsylvania
$416K +$28.2K +591 +7%

XSVN Hedge Fund Activity: Q3 2025 in Review

36 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q3 2025, worth a combined $136M — down 4.2% from $141M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XSVN positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Pineridge Advisors, adding an estimated $21.2M. The largest seller was Diversified Enterprises, cutting an estimated $32.7M.

  • 36 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q3 2025, up from 35 in Q2 2025.
  • Funds reported $136M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q3 2025, down 4.2% quarter-over-quarter.
  • 6 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q3 2025 was Pineridge Advisors, an estimated $21.2M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q3 2025 was Diversified Enterprises, an estimated $32.7M sold.

Based on aggregated 13F filings for Q3 2025.