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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
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144 hedge funds and large institutions have $639M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 101 increasing their positions, 26 reducing their positions, and 10 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

1.37% less ownership

Funds ownership: 87.38% → 86.01% (-1.4%)

3% less funds holding

Funds holding: 149 → 144 (-5)

Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$10.9M
2
+$8.83M
3
+$7.74M
4
USCWA
U.S. Capital Wealth Advisors
Texas
+$5.39M
5
OIA
OneDigital Investment Advisors
Kansas
+$4.25M

Top Sellers

1
-$18.4M
2
-$3.77M
3
-$3.13M
4
WIM
WealthPlan Investment Management
Nebraska
-$1.89M
5
APW
Austin Private Wealth
Texas
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$4.2M
CIAS
27
CFS Investment Advisory Services
New Jersey
$4.18M
TF
28
Theory Financial
Colorado
$4.07M
EFG
29
Ehrlich Financial Group
California
$3.86M
MFS
30
Mattson Financial Services
Michigan
$3.39M
MW
31
Maia Wealth
Colorado
$3.35M
EF
32
Empowered Funds
Pennsylvania
$3.35M
RIM
33
Redwood Investment Management
Arizona
$2.82M
MCM
34
M1 Capital Management
Michigan
$2.74M
WP
35
WealthPLAN Partners
Nebraska
$2.59M
NA
36
NewEdge Advisors
Louisiana
$2.48M
LWA
37
Lifelong Wealth Advisors
Minnesota
$2.45M
FFA
38
Farther Finance Advisors
California
$2.43M
LPL Financial
39
LPL Financial
California
$2.28M
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$2.24M
BFA
41
Brown Financial Advisors
Ohio
$2.1M
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2.09M
CWA
43
Clearview Wealth Advisors
Oregon
$2.02M
CWS
44
Cypress Wealth Services
California
$1.89M
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$1.84M
AWE
46
Avidian Wealth Enterprises
Texas
$1.81M
HI
47
Harbour Investments
Wisconsin
$1.77M
VPP
48
Vertex Planning Partners
Illinois
$1.67M
GWP
49
Gen-Wealth Partners
Michigan
$1.65M
MA
50
Mutual Advisors
Nebraska
$1.65M
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