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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
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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: 114 → 149 (+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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$28.5M
2
OIA
OneDigital Investment Advisors
Kansas
+$14.6M
3
APW
Austin Private Wealth
Texas
+$13.7M
4
Bank of America
Bank of America
North Carolina
+$13.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
PCIA
Prime Capital Investment Advisors
Kansas
-$95.1M
2
Comerica Bank
Comerica Bank
Texas
-$29.8M
3
MIM
Morningstar Investment Management
Illinois
-$26.7M
4
IA
Integrity Alliance
Iowa
-$10.7M
5
TWM
Tanager Wealth Management
United Kingdom
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$1.51M +$783K +17,184 +111%
NCM
52
Northwest Capital Management
Oregon
$1.46M -$271K -5,942 -16%
TWP
53
Tempus Wealth Planning
California
$1.4M +$806K +17,684 +141%
RFN
54
RDA Financial Network
Iowa
$1.37M +$714K +15,667 +111%
BFA
55
Brown Financial Advisors
Ohio
$1.36M -$48.7K -1,068 -4%
SB
56
Strategic Blueprint
Georgia
$1.27M +$630K +13,829 +100%
EFG
57
Elios Financial Group
Ohio
$1.26M +$1.25M +27,362 New
RFG
58
Range Financial Group
Oregon
$1.24M +$461K +10,110 +61%
VCP
59
Verus Capital Partners
Arizona
$1.23M +$1.22M +26,723 New
HWM
60
Hobbs Wealth Management
Indiana
$1.22M +$615K +13,484 +104%
SPI
61
Sutton Place Investors
New York
$1.21M +$575K +12,617 +93%
KAS
62
Kestra Advisory Services
Texas
$1.13M +$632K +13,866 +131%
MWA
63
Merkkuri Wealth Advisors
New York
$1.13M +$726K +15,926 +186%
TL
64
Tradewinds LLC
North Carolina
$1.13M +$1.12M +24,472 New
HighTower Advisors
65
HighTower Advisors
Illinois
$1.11M -$31.3K -686 -3%
FW
66
FullCircle Wealth
Texas
$1.1M +$520K +11,415 +92%
FWP
67
Firethorn Wealth Partners
Georgia
$1.07M +$543K +11,917 +105%
SAM
68
Smartleaf Asset Management
Massachusetts
$1.02M +$962K +21,116 +1,944%
ISFAN
69
Investor's Fiduciary Advisor Network
Washington
$1M +$990K +21,713 New
SPWG
70
Syntegra Private Wealth Group
Missouri
$966K +$954K +20,934 New
BFA
71
Beacon Financial Advisory
Ohio
$921K +$526K +11,542 +137%
NL
72
NWAM LLC
Washington
$890K +$432K +9,477 +95%
SFA
73
Semmax Financial Advisors
North Carolina
$888K +$482K +10,571 +121%
CFD
74
Creative Financial Designs
Indiana
$853K +$432K +9,480 +105%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$844K +$33.2K +729 +4%
1 2
3
4 5

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.