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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
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Overview Fund Activity

148 hedge funds and large institutions have $599M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+34
Holders Change %
+29.82%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
88
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$28.9M
2
OIA
OneDigital Investment Advisors
Kansas
+$14.8M
3
APW
Austin Private Wealth
Texas
+$13.9M
4
Bank of America
Bank of America
North Carolina
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$96.3M
2
Comerica Bank
Comerica Bank
Texas
-$30.1M
3
MIM
Morningstar Investment Management
Illinois
-$26.7M
4
IA
Integrity Alliance
Iowa
-$10.7M
5
TWM
Tanager Wealth Management
United Kingdom
-$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWG
26
West Wealth Group
California
$3.94M +$725K +15,721 +23%
AR
27
Apeiron RIA
Texas
$3.93M +$2.83M +61,201 +255%
TF
28
Theory Financial
Colorado
$3.68M +$1.98M +43,354 +117%
EFG
29
Ehrlich Financial Group
California
$3.57M +$2.43M +52,698 +214%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$3.07M +$1.98M +42,836 +181%
MW
31
Maia Wealth
Colorado
$2.79M +$1.5M +32,477 +116%
MLA
32
My Legacy Advisors
Oregon
$2.77M +$1.52M +33,318 +121%
MCM
33
M1 Capital Management
Michigan
$2.67M +$1.48M +31,968 +124%
RIM
34
Redwood Investment Management
Arizona
$2.48M +$2.48M +53,746 New
EF
35
Empowered Funds
Pennsylvania
$2.45M +$2.45M +53,253 New
MFS
36
Mattson Financial Services
Michigan
$2.29M +$141K +3,046 +7%
WP
37
WealthPLAN Partners
Nebraska
$2.28M +$1.22M +26,382 +114%
LWA
38
Lifelong Wealth Advisors
Minnesota
$2.27M +$1.3M +28,229 +134%
TWM
39
Tanager Wealth Management
United Kingdom
$2.23M -$2.3M -49,905 -51%
LPL Financial
40
LPL Financial
California
$2.17M +$720K +15,603 +50%
WIM
41
WealthPlan Investment Management
Nebraska
$2.07M +$2.07M +44,893 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2.01M +$258K +5,580 +15%
CWA
43
Clearview Wealth Advisors
Oregon
$1.89M +$977K +21,166 +107%
BIG
44
Bush Investment Group
Georgia
$1.83M +$951K +20,597 +108%
CWS
45
Cypress Wealth Services
California
$1.78M +$343K +7,430 +24%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.62M -$792K -17,156 -33%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$706K +15,290 +79%
VPP
48
Vertex Planning Partners
Illinois
$1.52M +$849K +18,392 +126%
GWP
49
Gen-Wealth Partners
Michigan
$1.52M +$733K +15,870 +93%
AWE
50
Avidian Wealth Enterprises
Texas
$1.51M +$804K +17,416 +113%
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