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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
OIA
1
OneDigital Investment Advisors
Kansas
$80.3M +$14.6M +320,399 +23%
PCIA
2
Prime Capital Investment Advisors
Kansas
$63.4M -$95.1M -2,086,086 -60%
JP Morgan Chase
3
JP Morgan Chase
New York
$62.1M +$28.5M +625,614 +87%
Bank of America
4
Bank of America
North Carolina
$42.9M +$13.7M +300,912 +48%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.9M +$10.9M +238,935 +48%
APW
6
Austin Private Wealth
Texas
$26.6M +$13.7M +301,643 +110%
NA
7
NewEdge Advisors
Louisiana
$20.7M +$4.43M +97,109 +28%
GI
8
Gradient Investments
Minnesota
$20M +$1.17M +25,687 +6%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$18.6M
HGWM
10
Horst & Graben Wealth Management
Oregon
$17.8M +$8.64M +189,530 +97%
OWA
11
One Wealth Advisors
California
$14.1M +$7.04M +154,387 +102%
AWM
12
AE Wealth Management
Kansas
$12.3M +$6.75M +148,152 +126%
WAS
13
WESPAC Advisors SoCal
California
$8.32M +$5.47M +120,052 +200%
HCA
14
Heck Capital Advisors
Wisconsin
$8.22M +$400K +8,777 +5%
FRA
15
FFG Retirement Advisors
Colorado
$6.93M +$1.32M +28,853 +24%
TWM
16
TSA Wealth Management
Texas
$6.67M +$201K +4,419 +3%
FFN
17
Focus Financial Network
Minnesota
$5.16M +$2.72M +59,609 +114%
MFA
18
Mayflower Financial Advisors
Massachusetts
$5.06M +$2.5M +54,933 +100%
Jane Street
19
Jane Street
New York
$4.97M +$3.75M +82,247 +322%
PA
20
PFG Advisors
Arizona
$4.88M +$2.41M +52,782 +100%
Comerica Bank
21
Comerica Bank
Texas
$4.77M -$29.8M -652,874 -86%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.5M +$800K +17,552 +22%
RPSA
23
Richard P. Slaughter Associates
Texas
$4.48M +$4.42M +96,970 New
TWM
24
Tradition Wealth Management
Minnesota
$4.37M +$2.37M +51,904 +121%
CIAS
25
CFS Investment Advisory Services
New Jersey
$4.16M +$2.4M +52,637 +141%

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.