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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 %
HI
51
Harbour Investments
Wisconsin
$1.51M +$793K +17,184 +111%
NCM
52
Northwest Capital Management
Oregon
$1.46M -$274K -5,942 -16%
TWP
53
Tempus Wealth Planning
California
$1.4M +$816K +17,684 +141%
RFN
54
RDA Financial Network
Iowa
$1.37M +$723K +15,667 +111%
BFA
55
Brown Financial Advisors
Ohio
$1.36M -$49.3K -1,068 -4%
SB
56
Strategic Blueprint
Georgia
$1.27M +$638K +13,829 +100%
EFG
57
Elios Financial Group
Ohio
$1.26M +$1.26M +27,362 New
RFG
58
Range Financial Group
Oregon
$1.24M +$467K +10,110 +61%
VCP
59
Verus Capital Partners
Arizona
$1.23M +$1.23M +26,723 New
HWM
60
Hobbs Wealth Management
Indiana
$1.22M +$622K +13,484 +104%
SPI
61
Sutton Place Investors
New York
$1.21M +$582K +12,617 +93%
KAS
62
Kestra Advisory Services
Texas
$1.13M +$640K +13,866 +131%
MWA
63
Merkkuri Wealth Advisors
New York
$1.13M +$735K +15,926 +186%
TL
64
Tradewinds LLC
North Carolina
$1.13M +$1.13M +24,472 New
HighTower Advisors
65
HighTower Advisors
Illinois
$1.11M -$31.7K -686 -3%
FW
66
FullCircle Wealth
Texas
$1.1M +$527K +11,415 +92%
FWP
67
Firethorn Wealth Partners
Georgia
$1.07M +$550K +11,917 +105%
SAM
68
Smartleaf Asset Management
Massachusetts
$1.02M +$969K +21,116 +1,944%
ISFAN
69
Investor's Fiduciary Advisor Network
Washington
$1M +$1M +21,713 New
SPWG
70
Syntegra Private Wealth Group
Missouri
$966K +$966K +20,934 New
BFA
71
Beacon Financial Advisory
Ohio
$921K +$533K +11,542 +137%
NL
72
NWAM LLC
Washington
$889K +$433K +9,477 +95%
SFA
73
Semmax Financial Advisors
North Carolina
$888K +$485K +10,571 +121%
CFD
74
Creative Financial Designs
Indiana
$853K +$438K +9,480 +105%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$844K +$33.3K +729 +4%
1 2
3
4 5