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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF

45 hedge funds and large institutions have $226M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

67% more capital invested

Capital invested by funds: $136M → $226M (+$90.3M)

25% more funds holding

Funds holding: 3645 (+9)

4.06% less ownership

Funds ownership: 86.8%82.74% (-4.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
20
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$83M +$83.5M +1,726,984 New
GI
2
Gradient Investments
Minnesota
$43.2M +$4.28M +88,585 +11%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19.4M
AWM
4
AE Wealth Management
Kansas
$18.1M +$5.91M +122,232 +48%
Bank of America
5
Bank of America
North Carolina
$7.17M +$1.73M +35,784 +32%
SOS
6
Silver Oak Securities
Tennessee
$5.06M +$964K +19,950 +23%
MFS
7
Mattson Financial Services
Michigan
$4.93M +$635K +13,140 +15%
Lido Advisors
8
Lido Advisors
California
$4.5M -$73.9K -1,528 -2%
Goldman Sachs
9
Goldman Sachs
New York
$3.9M
3AM
10
3EDGE Asset Management
Florida
$3.38M +$308K +6,376 +10%
MWM
11
Meridian Wealth Management
Kentucky
$3.17M +$1.91M +39,608 +151%
DAS
12
Dynamic Advisor Solutions
Arizona
$3.06M +$639K +13,223 +26%
BFA
13
Brown Financial Advisors
Ohio
$2.6M +$11.8K +244 +0.5%
JFG
14
JDM Financial Group
Texas
$2.42M +$2.43M +50,312 New
BLWM
15
Bucket List Wealth Management
Florida
$2.32M +$2.34M +48,372 New
DWM
16
Dogwood Wealth Management
Kansas
$2.08M +$429K +8,883 +26%
PW
17
Paladin Wealth
Minnesota
$1.61M +$167K +3,460 +12%
PUI
18
Purpose Unlimited Inc
$1.54M +$1.55M +32,025 New
CA
19
Continuum Advisory
Idaho
$1.25M +$184K +3,815 +17%
BF
20
Benchmark Financial
Delaware
$1.24M +$1.24M +25,744 New
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$1.18M -$595K -12,311 -33%
NRG
22
Nemes Rush Group
Michigan
$1.05M +$167K +3,451 +19%
AWM
23
Able Wealth Management
New Jersey
$959K +$380K +7,857 +65%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$938K +$941K +19,468 New
Citadel Advisors
25
Citadel Advisors
Florida
$915K +$920K +19,040 New

XSVN Hedge Fund Activity: Q4 2025 in Review

45 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q4 2025, worth a combined $226M — up 67% from $136M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XSVN positions and 6 closed out — a net gain of 10 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $83.5M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $595K.

  • 45 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $226M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q4 2025, up 67% quarter-over-quarter.
  • 16 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q4 2025 and 6 closed out, a net change of +10 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $83.5M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q4 2025 was Wealthcare Advisory Partners, an estimated $595K sold.

Based on aggregated 13F filings for Q4 2025.