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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

149 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, 89 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 14

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

31% more funds holding

Funds holding: 114149 (+35)

5% more capital invested

Capital invested by funds: $572M → $599M (+$26.9M)

15.3% less ownership

Funds ownership: 102.67%87.38% (-15%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
149
Holders Change
+35
Holders Change %
+30.7%
% of All Funds
1.96%
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
89
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
126
FWG Investments
Kentucky
$205K +$203K +4,444 New
USCWA
127
U.S. Capital Wealth Advisors
Texas
$203K +$200K +4,394 New
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$151K +$99K +2,172 +197%
FFA
129
Farther Finance Advisors
California
$105K +$26.8K +589 +35%
SWM
130
Spire Wealth Management
Virginia
$87.5K +$43.2K +947 +100%
T
131
Transce3nd
Texas
$69.4K +$19.2K +421 +39%
EWA
132
EverSource Wealth Advisors
Alabama
$35.2K +$10.8K +236 +45%
CA
133
CoreCap Advisors
Michigan
$30.4K +$22.7K +498 +309%
TPWA
134
Twin Peaks Wealth Advisors
California
$21.4K +$21.3K +467 New
Q1WB
135
Quest 10 Wealth Builders
Virginia
$19.8K +$6.2K +136 +46%
AF
136
Allworth Financial
California
$18K +$17.8K +391 New
GM
137
GeoWealth Management
Illinois
$13.5K +$13K +285 +3,563%
AAP
138
Arax Advisory Partners
Colorado
$13.1K +$12.9K +284 New
SA
139
Scarborough Advisors
Maryland
$10.3K +$10.1K +222 New
LFA
140
LGT Financial Advisors
Texas
$10K +$5.29K +116 +114%
AAS
141
Ameritas Advisory Services
Nebraska
$9.09K +$8.98K +197 New
Fidelity Investments
142
Fidelity Investments
Massachusetts
$6.42K +$46 +1 +0.7%
NB
143
NBT Bank
New York
$4.06K +$4.01K +88 New
GSWM
144
Golden State Wealth Management
California
$3.88K +$3.83K +84 New
AIM
145
Astor Investment Management
Illinois
$3.32K +$3.28K +72 New
OLVIG
146
Oliver Lagore Vanvalin Investment Group
Michigan
$2.19K +$2.14K +47 New
NS
147
NBC Securities
Alabama
$2K +$2.64K +58 New
Morgan Stanley
148
Morgan Stanley
New York
$1.25K +$1.23K +27 New
CPG
149
Cornerstone Planning Group
New Jersey
$1.16K +$866 +19 +317%
MIM
150
Morningstar Investment Management
Illinois
-$26.7M -572,996 Closed

XTEN Hedge Fund Activity: Q2 2025 in Review

149 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q2 2025, worth a combined $599M — up 4.7% from $572M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new XTEN positions and 10 closed out — a net gain of 35 holders — while 89 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $28.5M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $95.1M.

  • 149 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q2 2025, up from 114 in Q1 2025.
  • Funds reported $599M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 45 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q2 2025 and 10 closed out, a net change of +35 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $28.5M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $95.1M sold.

Based on aggregated 13F filings for Q2 2025.