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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

148 hedge funds and large institutions have $642M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 104 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 26

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

7% more capital invested

Capital invested by funds: $599M → $642M (+$42.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 149148 (-1)

0.98% less ownership

Funds ownership: 87.38%86.39% (-0.98%)

Holders
148
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
104
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$85.3M +$4.2M +91,212 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$70.5M +$7.64M +165,961 +12%
PCIA
3
Prime Capital Investment Advisors
Kansas
$66.9M +$2.8M +60,940 +4%
Bank of America
4
Bank of America
North Carolina
$44.3M +$984K +21,379 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.5M +$2.24M +48,669 +7%
GI
6
Gradient Investments
Minnesota
$31.1M +$10.7M +233,638 +54%
APW
7
Austin Private Wealth
Texas
$25.1M -$1.78M -38,599 -7%
HGWM
8
Horst & Graben Wealth Management
Oregon
$19.8M +$1.77M +38,574 +10%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$18.8M
OWA
10
One Wealth Advisors
California
$15.9M +$1.58M +34,294 +11%
AWM
11
AE Wealth Management
Kansas
$11.8M -$549K -11,938 -4%
HCA
12
Heck Capital Advisors
Wisconsin
$9.09M +$782K +16,988 +10%
PAS
13
Park Avenue Securities
New York
$8.83M +$8.72M +189,429 New
WAS
14
WESPAC Advisors SoCal
California
$8.76M +$349K +7,581 +4%
TWM
15
TSA Wealth Management
Texas
$7.24M +$492K +10,696 +7%
FRA
16
FFG Retirement Advisors
Colorado
$6.55M -$451K -9,809 -7%
MFA
17
Mayflower Financial Advisors
Massachusetts
$6.26M +$1.13M +24,653 +22%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$5.59M +$5.31M +115,508 +2,629%
AR
19
Apeiron RIA
Texas
$5.54M +$1.52M +33,024 +39%
FFN
20
Focus Financial Network
Minnesota
$5.5M +$281K +6,102 +5%
PA
21
PFG Advisors
Arizona
$5.36M +$429K +9,329 +9%
ATPW
22
Ashton Thomas Private Wealth
Arizona
$4.94M +$1.81M +39,337 +59%
Comerica Bank
23
Comerica Bank
Texas
$4.93M +$109K +2,365 +2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$4.81M +$251K +5,466 +6%
WWG
25
West Wealth Group
California
$4.37M +$342K +7,444 +9%

XTEN Hedge Fund Activity: Q3 2025 in Review

148 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q3 2025, worth a combined $642M — up 7.1% from $599M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XTEN positions and 11 closed out — a net gain of 4 holders — while 104 added to existing stakes and 26 trimmed.

The largest buyer was Gradient Investments, adding an estimated $10.7M. The largest seller was NewEdge Advisors, cutting an estimated $18.2M.

  • 148 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q3 2025, down from 149 in Q2 2025.
  • Funds reported $642M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q3 2025, up 7.1% quarter-over-quarter.
  • 15 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q3 2025 and 11 closed out, a net change of +4 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q3 2025 was Gradient Investments, an estimated $10.7M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q3 2025 was NewEdge Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2025.