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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

149 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, 89 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 14

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

31% more funds holding

Funds holding: 114149 (+35)

5% more capital invested

Capital invested by funds: $572M → $599M (+$26.9M)

15.3% less ownership

Funds ownership: 102.67%87.38% (-15%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
149
Holders Change
+35
Holders Change %
+30.7%
% of All Funds
1.96%
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
89
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWG
26
West Wealth Group
California
$3.94M +$717K +15,721 +23%
AR
27
Apeiron RIA
Texas
$3.93M +$2.79M +61,201 +255%
TF
28
Theory Financial
Colorado
$3.68M +$1.98M +43,354 +117%
EFG
29
Ehrlich Financial Group
California
$3.57M +$2.4M +52,698 +214%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$3.07M +$1.95M +42,836 +181%
MW
31
Maia Wealth
Colorado
$2.79M +$1.48M +32,477 +116%
MLA
32
My Legacy Advisors
Oregon
$2.77M +$1.52M +33,318 +121%
MCM
33
M1 Capital Management
Michigan
$2.67M +$1.46M +31,968 +124%
RIM
34
Redwood Investment Management
Arizona
$2.48M +$2.45M +53,746 New
EF
35
Empowered Funds
Pennsylvania
$2.45M +$2.43M +53,253 New
MFS
36
Mattson Financial Services
Michigan
$2.29M +$139K +3,046 +7%
WP
37
WealthPLAN Partners
Nebraska
$2.28M +$1.2M +26,382 +114%
LWA
38
Lifelong Wealth Advisors
Minnesota
$2.27M +$1.29M +28,229 +134%
TWM
39
Tanager Wealth Management
United Kingdom
$2.23M -$2.27M -49,905 -51%
LPL Financial
40
LPL Financial
California
$2.17M +$711K +15,603 +50%
WIM
41
WealthPlan Investment Management
Nebraska
$2.07M +$2.05M +44,893 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2.01M +$254K +5,580 +15%
CWA
43
Clearview Wealth Advisors
Oregon
$1.89M +$965K +21,166 +107%
BIG
44
Bush Investment Group
Georgia
$1.83M +$939K +20,597 +108%
CWS
45
Cypress Wealth Services
California
$1.78M +$339K +7,430 +24%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.62M -$782K -17,156 -33%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$697K +15,290 +79%
VPP
48
Vertex Planning Partners
Illinois
$1.52M +$838K +18,392 +126%
GWP
49
Gen-Wealth Partners
Michigan
$1.52M +$723K +15,870 +93%
AWE
50
Avidian Wealth Enterprises
Texas
$1.51M +$794K +17,416 +113%

XTEN Hedge Fund Activity: Q2 2025 in Review

149 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q2 2025, worth a combined $599M — up 4.7% from $572M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XTEN positions and 10 closed out — a net gain of 35 holders — while 89 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $28.5M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $95.1M.

  • 149 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q2 2025, up from 114 in Q1 2025.
  • Funds reported $599M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 45 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q2 2025 and 10 closed out, a net change of +35 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $28.5M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $95.1M sold.

Based on aggregated 13F filings for Q2 2025.