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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
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184 hedge funds and large institutions have $892M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

145% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 42

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

19% more capital invested

Capital invested by funds: $753M → $892M (+$139M)

8% more funds holding

Funds holding: 171 → 184 (+13)

2.48% less ownership

Funds ownership: 87.65% → 85.17% (-2.5%)

Holders
184
Holders Change
+13
Holders Change %
+7.6%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
33
Increased
103
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
Virtue Capital Management
Tennessee
+$27.9M
2
NCM
Northland Capital Management
Minnesota
+$26.2M
3
Cerity Partners
Cerity Partners
New York
+$24.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$24.1M
5
AAP
Arax Advisory Partners
Colorado
+$18.9M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$18.6M
2
WAS
WESPAC Advisors SoCal
California
-$8.85M
3
FFN
Focus Financial Network
Minnesota
-$2.79M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.76M
5
Goldman Sachs
Goldman Sachs
New York
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
151
Strait & Sound Wealth Management
California
$248K -$57K -1,229 -19%
PA
152
PSI Advisors
Florida
$229K +$231K +4,990 New
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$221K +$224K +4,827 New
TWM
154
Trinity Wealth Management
Pennsylvania
$205K +$208K +4,478 New
PUI
155
Purpose Unlimited Inc
$188K +$190K +4,096 New
GWM
156
Geneos Wealth Management
Colorado
$152K -$17.8K -383 -10%
BlackRock
157
BlackRock
New York
$141K +$1.62K +35 +1%
BCMIO
158
Beacon Capital Management Inc (Ohio)
Ohio
$124K +$70.7K +1,525 +129%
TPWA
159
Twin Peaks Wealth Advisors
California
$104K +$105K +2,274 New
KFG
160
Kingdom Financial Group
Arizona
$93.7K -$13.3K -288 -12%
LAS
161
Lloyd Advisory Services
Georgia
$93.7K +$78K +1,683 +466%
SWM
162
Spire Wealth Management
Virginia
$92.9K +$8.11K +175 +9%
CA
163
CoreCap Advisors
Michigan
$84.2K +$20.9K +450 +32%
ACA
164
Aptus Capital Advisors
Alabama
$70.1K – – –
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$63.8K +$64.5K +1,392 New
EWA
166
EverSource Wealth Advisors
Alabama
$50.1K +$12.7K +274 +33%
BTI
167
Blue Trust Inc
Georgia
$44.9K +$13K +280 +40%
KCM
168
Key Capital Management
Tennessee
$35.6K +$19.7K +425 +121%
Morgan Stanley
169
Morgan Stanley
New York
$33.3K -$46 -1 -0.1%
Q1WB
170
Quest 10 Wealth Builders
Virginia
$26.5K -$1.53K -33 -5%
GSEP
171
Golden State Equity Partners
California
$17.4K +$17.6K +379 New
SWP
172
Strategic Wealth Partners
Ohio
$14.2K -$2.64K -57 -16%
WAS
173
Winch Advisory Services
Wisconsin
$11.5K +$11.6K +251 New
LFA
174
LGT Financial Advisors
Texas
$10K – – –
SEP
175
Signature Equity Partners
Ohio
$8.22K +$8.3K +179 New
4 5 6
7
8

XTEN Hedge Fund Activity: Q1 2026 in Review

184 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q1 2026, worth a combined $892M — up 19% from $753M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XTEN positions and 11 closed out — a net gain of 22 holders — while 103 added to existing stakes and 42 trimmed.

The largest buyer was Virtue Capital Management, opening a new position worth an estimated $27.9M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $18.6M sold.

  • 184 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q1 2026, up from 171 in Q4 2025.
  • Funds reported $892M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q1 2026, up 19% quarter-over-quarter.
  • 33 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q1 2026 and 11 closed out, a net change of +22 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q1 2026 was Virtue Capital Management, an estimated $27.9M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q1 2026 was Municipal Employees' Retirement System of Michigan, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2026.