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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 %
WFC
101
Western Financial Corp
California
$477K +$192K +4,150 +67%
CCFM
102
Clear Creek Financial Management
Washington
$462K -$242K -5,241 -34%
Citadel Advisors
103
Citadel Advisors
Florida
$457K -$309K -6,697 -40%
SFS
104
Sowell Financial Services
Arkansas
$452K +$452K +9,798 New
LA
105
LexAurum Advisors
Kansas
$435K +$96.9K +2,100 +29%
GS
106
GTS Securities
New York
$434K +$434K +9,401 New
LCGC
107
Legacy Capital Group California
California
$399K +$37.4K +810 +10%
CWMK
108
Caliber Wealth Management (Kansas)
Kansas
$362K +$362K +7,835 New
Osaic Holdings
109
Osaic Holdings
Arizona
$330K +$156K +3,386 +90%
SSWM
110
Strait & Sound Wealth Management
California
$325K -$1.75K -38 -0.5%
AFP
111
Ausdal Financial Partners
Iowa
$315K +$315K +6,828 New
AWA
112
Arete Wealth Advisors
Illinois
$315K +$315K +6,816 New
SG
113
StoneX Group
New York
$314K +$314K +6,806 New
ACP
114
Argyle Capital Partners
California
$310K +$8.08K +175 +3%
WFS
115
WealthGarden F.S.
California
$308K +$308K +6,739 New
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$297K +$297K +6,438 New
BlackRock
117
BlackRock
New York
$297K +$36.6K +793 +14%
MWA
118
MN Wealth Advisors
Kansas
$282K +$282K +6,115 New
Mariner
119
Mariner
Kansas
$269K +$269K +5,829 New
GWM
120
Geneos Wealth Management
Colorado
$266K -$113K -2,454 -30%
PA
121
Pineridge Advisors
Missouri
$253K +$253K +5,490 New
BFG
122
Beacon Financial Group
Texas
$230K +$230K +4,991 New
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$229K -$119K -2,575 -34%
BOSSRA
124
B.O.S.S. Retirement Advisors
Utah
$226K +$226K +4,891 New
WA
125
WESPAC Advisors
California
$214K +$214K +4,636 New
3 4
5
6 7