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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF

49 hedge funds and large institutions have $234M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

9% more funds holding

Funds holding: 4549 (+4)

3% more capital invested

Capital invested by funds: $226M → $234M (+$7.72M)

10.13% less ownership

Funds ownership: 82.74%72.62% (-10%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$88.3M +$5.97M +124,109 +7%
GI
2
Gradient Investments
Minnesota
$50.9M +$8.02M +166,800 +19%
AWM
3
AE Wealth Management
Kansas
$24.6M +$6.66M +138,549 +37%
Bank of America
4
Bank of America
North Carolina
$9.15M +$2.04M +42,465 +28%
MFS
5
Mattson Financial Services
Michigan
$5.46M +$569K +11,843 +12%
SOS
6
Silver Oak Securities
Tennessee
$5.11M +$97.6K +2,031 +2%
Lido Advisors
7
Lido Advisors
California
$5.03M +$579K +12,051 +13%
WAS
8
WESPAC Advisors SoCal
California
$3.76M +$3.78M +78,732 New
3AM
9
3EDGE Asset Management
Florida
$3.62M +$263K +5,462 +8%
DAS
10
Dynamic Advisor Solutions
Arizona
$3.6M +$567K +11,805 +19%
MWM
11
Meridian Wealth Management
Kentucky
$3.48M +$341K +7,092 +11%
BFA
12
Brown Financial Advisors
Ohio
$3.39M +$804K +16,724 +31%
DWM
13
Dogwood Wealth Management
Kansas
$2.4M +$333K +6,930 +16%
Goldman Sachs
14
Goldman Sachs
New York
$1.84M -$2.05M -42,603 -52%
BFA
15
Beacon Financial Advisory
Ohio
$1.83M +$1.85M +38,397 New
PW
16
Paladin Wealth
Minnesota
$1.8M +$205K +4,266 +13%
CA
17
Continuum Advisory
Idaho
$1.6M +$357K +7,421 +28%
JFG
18
JDM Financial Group
Texas
$1.56M -$850K -17,686 -35%
NRG
19
Nemes Rush Group
Michigan
$1.4M +$360K +7,494 +34%
Jane Street
20
Jane Street
New York
$1.35M +$659K +13,710 +94%
BF
21
Benchmark Financial
Delaware
$1.24M +$9.28K +193 +0.7%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$1.13M -$41.2K -858 -3%
LPL Financial
23
LPL Financial
California
$1.12M +$299K +6,211 +36%
BLWM
24
Bucket List Wealth Management
Florida
$1.11M -$1.21M -25,206 -52%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1M +$121K +2,510 +14%