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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

114 hedge funds and large institutions have $572M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,025% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 8

256% more funds holding

Funds holding: 32114 (+82)

137% more capital invested

Capital invested by funds: $242M → $572M (+$331M)

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

0.41% more ownership

Funds ownership: 102.26%102.67% (+0.41%)

Holders
114
Holders Change
+82
Holders Change %
+256.25%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
90
Increased
14
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
1
Prime Capital Investment Advisors
Kansas
$161M +$46.1M +1,011,200 +41%
OIA
2
OneDigital Investment Advisors
Kansas
$66.1M +$64.6M +1,418,492 New
Comerica Bank
3
Comerica Bank
Texas
$35.2M -$1.77M -38,764 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$33.5M +$32.8M +719,576 New
Bank of America
5
Bank of America
North Carolina
$29.2M +$25.9M +568,085 +952%
MIM
6
Morningstar Investment Management
Illinois
$26.7M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23M +$17.6M +386,104 +355%
GI
8
Gradient Investments
Minnesota
$19M +$2.59M +56,810 +16%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$18.8M
NA
10
NewEdge Advisors
Louisiana
$16.3M +$16M +350,912 New
APW
11
Austin Private Wealth
Texas
$12.8M +$12.5M +275,416 New
IA
12
Integrity Alliance
Iowa
$10.7M +$10.5M +230,392 New
HGWM
13
Horst & Graben Wealth Management
Oregon
$9.1M +$8.9M +195,497 New
HCA
14
Heck Capital Advisors
Wisconsin
$7.88M +$897K +19,696 +13%
OWA
15
One Wealth Advisors
California
$7.07M +$6.91M +151,776 New
TWM
16
TSA Wealth Management
Texas
$6.52M +$6.38M +140,084 New
FRA
17
FFG Retirement Advisors
Colorado
$5.65M +$5.53M +121,358 New
AWM
18
AE Wealth Management
Kansas
$5.48M +$5.35M +117,571 New
TWM
19
Tanager Wealth Management
United Kingdom
$4.57M -$814K -17,872 -15%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.73M +$1.19M +26,134 +48%
WWG
21
West Wealth Group
California
$3.26M +$3.18M +69,850 New
WAS
22
WESPAC Advisors SoCal
California
$2.8M +$2.74M +60,150 New
MFA
23
Mayflower Financial Advisors
Massachusetts
$2.55M +$2.49M +54,751 New
PA
24
PFG Advisors
Arizona
$2.46M +$2.41M +52,884 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.43M +$1.01M +22,196 +74%

XTEN Hedge Fund Activity: Q1 2025 in Review

114 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q1 2025, worth a combined $572M — up 137% from $242M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new XTEN positions and 8 closed out — a net gain of 82 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $64.6M. The largest seller was Citadel Advisors, cutting an estimated $2.78M.

  • 114 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q1 2025, up from 32 in Q4 2024.
  • Funds reported $572M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q1 2025, up 137% quarter-over-quarter.
  • 90 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q1 2025 and 8 closed out, a net change of +82 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q1 2025 was OneDigital Investment Advisors, an estimated $64.6M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q1 2025 was Citadel Advisors, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2025.