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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

148 hedge funds and large institutions have $642M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 26

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

7% more capital invested

Capital invested by funds: $599M → $642M (+$42.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 149148 (-1)

0.98% less ownership

Funds ownership: 87.38%86.39% (-0.98%)

Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
104
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
76
Investor's Fiduciary Advisor Network
Washington
$1.04M +$26K +566 +3%
IWM
77
IHT Wealth Management
Illinois
$1.03M +$393K +8,550 +63%
BFA
78
Beacon Financial Advisory
Ohio
$989K +$57.9K +1,258 +6%
MCA
79
MSH Capital Advisors
Arizona
$988K +$235K +5,109 +32%
BAM
80
Belpointe Asset Management
Nevada
$951K +$938K +20,397 New
FCA
81
Fortis Capital Advisors
Kansas
$951K +$938K +20,397 New
NRG
82
Nemes Rush Group
Michigan
$885K +$328K +7,134 +60%
GRP
83
Global Retirement Partners
California
$873K +$53.8K +1,169 +7%
MOS
84
MGO One Seven
Ohio
$858K +$117K +2,541 +16%
CCG
85
Catalina Capital Group
California
$840K +$61.8K +1,343 +8%
ASN
86
Advisory Services Network
Georgia
$798K +$237K +5,160 +43%
BIG
87
Brookwood Investment Group
Arizona
$787K +$96.2K +2,090 +14%
O3W
88
Omni 360 Wealth
New Jersey
$750K +$228K +4,952 +44%
SAW
89
Signal Advisors Wealth
Michigan
$735K -$10.3K -223 -1%
PAG
90
Private Advisor Group
New Jersey
$729K +$67.6K +1,469 +10%
BCM
91
Brookstone Capital Management
Illinois
$723K +$714K +15,509 New
MWM
92
Maripau Wealth Management
Indiana
$683K -$138 -3 -0%
EAM
93
Empirical Asset Management
Massachusetts
$666K +$59.3K +1,288 +10%
FEM
94
Fulcrum Equity Management
Texas
$653K +$88.2K +1,916 +16%
RFA
95
Resurgent Financial Advisors
Georgia
$652K +$27.4K +595 +4%
SPAS
96
Spectrum Planning & Advisory Services
California
$619K +$5.66K +123 +0.9%
UAG
97
United Advisor Group
Ohio
$577K +$569K +12,378 New
MHS
98
M Holdings Securities
Oregon
$569K -$78.4K -1,705 -12%
SA
99
Sovran Advisors
California
$532K +$20K +435 +4%
TCA
100
Transcend Capital Advisors
New Jersey
$521K +$7.96K +173 +2%

XTEN Hedge Fund Activity: Q3 2025 in Review

148 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q3 2025, worth a combined $642M — up 7.1% from $599M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XTEN positions and 11 closed out — a net gain of 4 holders — while 104 added to existing stakes and 26 trimmed.

The largest buyer was Gradient Investments, adding an estimated $10.7M. The largest seller was NewEdge Advisors, cutting an estimated $18.2M.

  • 148 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q3 2025, down from 149 in Q2 2025.
  • Funds reported $642M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 15 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q3 2025 and 11 closed out, a net change of +4 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q3 2025 was Gradient Investments, an estimated $10.7M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q3 2025 was NewEdge Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2025.