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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 %
FI
126
FWG Investments
Kentucky
$205K +$205K +4,444 New
USCWA
127
U.S. Capital Wealth Advisors
Texas
$203K +$203K +4,394 New
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$151K +$100K +2,172 +197%
FFA
129
Farther Finance Advisors
California
$105K +$27.2K +589 +35%
SWM
130
Spire Wealth Management
Virginia
$87.5K +$43.7K +947 +100%
T
131
Transce3nd
Texas
$69.4K +$19.4K +421 +39%
EWA
132
EverSource Wealth Advisors
Alabama
$35.2K +$10.9K +236 +45%
CA
133
CoreCap Advisors
Michigan
$30.4K +$23K +498 +309%
TPWA
134
Twin Peaks Wealth Advisors
California
$21.4K +$21.4K +467 New
AF
135
Allworth Financial
California
$18K +$18K +391 New
GM
136
GeoWealth Management
Illinois
$13.5K +$13.2K +285 +3,563%
AAP
137
Arax Advisory Partners
Colorado
$13.1K +$13.1K +284 New
SA
138
Scarborough Advisors
Maryland
$10.3K +$10.3K +222 New
LFA
139
LGT Financial Advisors
Texas
$10K +$5.35K +116 +114%
AAS
140
Ameritas Advisory Services
Nebraska
$9.09K +$9.09K +197 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$6.42K +$46 +1 +0.7%
NB
142
NBT Bank
New York
$4.06K +$4.06K +88 New
GSWM
143
Golden State Wealth Management
California
$3.88K +$3.88K +84 New
AIM
144
Astor Investment Management
Illinois
$3.32K +$3.32K +72 New
OLVIG
145
Oliver Lagore Vanvalin Investment Group
Michigan
$2.19K +$2.19K +47 New
NS
146
NBC Securities
Alabama
$2K +$2K +58 New
Morgan Stanley
147
Morgan Stanley
New York
$1.25K +$1.25K +27 New
CPG
148
Cornerstone Planning Group
New Jersey
$1.16K +$879 +19 +317%
MIM
149
Morningstar Investment Management
Illinois
– -$26.7M -572,996 Closed
IA
150
Integrity Alliance
Iowa
– -$10.7M -230,392 Closed
3 4 5
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