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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

184 hedge funds and large institutions have $892M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

145% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 42

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

19% more capital invested

Capital invested by funds: $753M → $892M (+$139M)

8% more funds holding

Funds holding: 171184 (+13)

2.48% less ownership

Funds ownership: 87.65%85.17% (-2.5%)

Holders
184
Holders Change
+13
Holders Change %
+7.6%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
33
Increased
103
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$138M +$10.5M +227,001 +8%
PCIA
2
Prime Capital Investment Advisors
Kansas
$91.1M +$24.1M +519,309 +35%
JP Morgan Chase
3
JP Morgan Chase
New York
$76.1M +$8.06M +173,975 +12%
OIA
4
OneDigital Investment Advisors
Kansas
$70.7M -$347K -7,481 -0.5%
GI
5
Gradient Investments
Minnesota
$39.4M +$5.56M +119,915 +16%
Bank of America
6
Bank of America
North Carolina
$37.4M +$4.43M +95,544 +13%
VCM
7
Virtue Capital Management
Tennessee
$27.6M +$27.9M +602,802 New
NCM
8
Northland Capital Management
Minnesota
$26M +$26.2M +566,174 New
Cerity Partners
9
Cerity Partners
New York
$24.1M +$24.3M +525,258 New
HGWM
10
Horst & Graben Wealth Management
Oregon
$20.2M +$1.01M +21,888 +5%
AAP
11
Arax Advisory Partners
Colorado
$18.7M +$18.9M +407,162 +140,401%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$18.1M +$18.3M +393,966 New
OWA
13
One Wealth Advisors
California
$16.6M +$1.06M +22,960 +7%
AWM
14
AE Wealth Management
Kansas
$11.5M +$755K +16,293 +7%
HCA
15
Heck Capital Advisors
Wisconsin
$10.3M +$375K +8,081 +4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$9.11M +$9.21M +198,672 New
PAS
17
Park Avenue Securities
New York
$8.53M +$1.58M +34,121 +22%
DAC
18
Dutch Asset Corp
New York
$8.37M -$97.1K -2,094 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$7.31M +$431K +9,305 +6%
DF
20
Daviman Financial
Indiana
$7.27M +$381K +8,224 +5%
MFA
21
Mayflower Financial Advisors
Massachusetts
$7.26M +$831K +17,935 +13%
FRA
22
FFG Retirement Advisors
Colorado
$7.16M +$685K +14,783 +10%
ATPW
23
Ashton Thomas Private Wealth
Arizona
$5.72M +$331K +7,147 +6%
PA
24
PFG Advisors
Arizona
$5.55M +$184K +3,969 +3%
TWM
25
TSA Wealth Management
Texas
$5.39M -$63.7K -1,375 -1%

XTEN Hedge Fund Activity: Q1 2026 in Review

184 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q1 2026, worth a combined $892M — up 19% from $753M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XTEN positions and 11 closed out — a net gain of 22 holders — while 103 added to existing stakes and 42 trimmed.

The largest buyer was Virtue Capital Management, opening a new position worth an estimated $27.9M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $18.6M sold.

  • 184 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q1 2026, up from 171 in Q4 2025.
  • Funds reported $892M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q1 2026, up 19% quarter-over-quarter.
  • 33 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q1 2026 and 11 closed out, a net change of +22 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q1 2026 was Virtue Capital Management, an estimated $27.9M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q1 2026 was Municipal Employees' Retirement System of Michigan, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2026.