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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 %
MA
76
Mutual Advisors
Nebraska
$844K +$844K +18,535 New
GRP
77
Global Retirement Partners
California
$810K +$810K +17,551 New
WCM
78
WealthTrak Capital Management
Virginia
$798K +$490K +10,623 +159%
CCG
79
Catalina Capital Group
California
$769K +$424K +9,180 +123%
MCA
80
MSH Capital Advisors
Arizona
$742K +$742K +16,080 New
SAW
81
Signal Advisors Wealth
Michigan
$738K +$738K +15,983 New
KV
82
Kickstand Ventures
New York
$736K -$29.9K -647 -4%
MOS
83
MGO One Seven
Ohio
$732K +$223K +4,825 +44%
PW
84
Paladin Wealth
Minnesota
$706K +$94.1K +2,039 +15%
BIG
85
Brookwood Investment Group
Arizona
$682K +$164K +3,543 +32%
MWM
86
Maripau Wealth Management
Indiana
$677K +$677K +14,656 New
PAG
87
Private Advisor Group
New Jersey
$653K +$295K +6,390 +82%
MHS
88
M Holdings Securities
Oregon
$638K +$638K +13,901 New
IWM
89
IHT Wealth Management
Illinois
$629K +$629K +13,621 New
RFA
90
Resurgent Financial Advisors
Georgia
$618K +$323K +7,007 +110%
SPAS
91
Spectrum Planning & Advisory Services
California
$607K -$212K -4,587 -26%
EAM
92
Empirical Asset Management
Massachusetts
$600K +$600K +12,998 New
MML Investors Services
93
MML Investors Services
Massachusetts
$586K +$293K +6,340 +100%
FEM
94
Fulcrum Equity Management
Texas
$558K +$300K +6,506 +117%
NRG
95
Nemes Rush Group
Michigan
$547K +$137K +2,958 +33%
ASN
96
Advisory Services Network
Georgia
$546K +$286K +6,263 +110%
O3W
97
Omni 360 Wealth
New Jersey
$514K +$514K +11,136 New
TCA
98
Transcend Capital Advisors
New Jersey
$507K +$148K +3,201 +41%
PFA
99
Pinnacle Family Advisors
Missouri
$499K +$251K +5,446 +101%
SA
100
Sovran Advisors
California
$493K +$255K +5,624 +107%
2 3
4
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