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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

114 hedge funds and large institutions have $572M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,025% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 8

256% more funds holding

Funds holding: 32114 (+82)

137% more capital invested

Capital invested by funds: $242M → $572M (+$331M)

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

0.41% more ownership

Funds ownership: 102.26%102.67% (+0.41%)

Holders
114
Holders Change
+82
Holders Change %
+256.25%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
90
Increased
14
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Beacon Financial Advisory
Ohio
$392K +$383K +8,414 New
GWM
77
Geneos Wealth Management
Colorado
$383K +$238K +5,235 +176%
LCGC
78
Legacy Capital Group California
California
$365K -$11.1K -244 -3%
TCA
79
Transcend Capital Advisors
New Jersey
$363K +$355K +7,792 New
PAG
80
Private Advisor Group
New Jersey
$362K +$354K +7,766 New
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$351K +$343K +7,528 New
CCG
82
Catalina Capital Group
California
$349K +$341K +7,484 New
LA
83
LexAurum Advisors
Kansas
$341K +$333K +7,318 New
SSWM
84
Strait & Sound Wealth Management
California
$329K +$52.3K +1,149 +19%
WCM
85
WealthTrak Capital Management
Virginia
$310K +$304K +6,666 New
Goldman Sachs
86
Goldman Sachs
New York
$306K +$299K +6,576 New
ACP
87
Argyle Capital Partners
California
$305K +$298K +6,539 New
RFA
88
Resurgent Financial Advisors
Georgia
$297K +$291K +6,384 New
MML Investors Services
89
MML Investors Services
Massachusetts
$296K +$289K +6,353 New
WFC
90
Western Financial Corp
California
$288K +$282K +6,185 New
ASN
91
Advisory Services Network
Georgia
$265K +$259K +5,692 New
BlackRock
92
BlackRock
New York
$262K +$257K +5,634 New
FEM
93
Fulcrum Equity Management
Texas
$260K +$254K +5,576 New
PFA
94
Pinnacle Family Advisors
Missouri
$250K +$245K +5,371 New
SA
95
Sovran Advisors
California
$241K +$240K +5,267 New
FIM
96
Freedom Investment Management
Connecticut
$209K -$6.6K -145 -3%
HKIMG
97
Hutchens & Kramer Investment Management Group
Indiana
$201K +$196K +4,309 New
Osaic Holdings
98
Osaic Holdings
Arizona
$175K +$171K +3,755 New
FFA
99
Farther Finance Advisors
California
$78.6K +$1.41K +31 +2%
PA
100
PSI Advisors
Florida
$75.8K +$74.1K +1,627 New

XTEN Hedge Fund Activity: Q1 2025 in Review

114 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q1 2025, worth a combined $572M — up 137% from $242M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new XTEN positions and 8 closed out — a net gain of 82 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $64.6M. The largest seller was Citadel Advisors, cutting an estimated $2.78M.

  • 114 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q1 2025, up from 32 in Q4 2024.
  • Funds reported $572M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q1 2025, up 137% quarter-over-quarter.
  • 90 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q1 2025 and 8 closed out, a net change of +82 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q1 2025 was OneDigital Investment Advisors, an estimated $64.6M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q1 2025 was Citadel Advisors, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2025.