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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE

48 hedge funds and large institutions have $199M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

17% more funds holding

Funds holding: 41 → 48 (+7)

11% more capital invested

Capital invested by funds: $180M → $199M (+$19.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.33% less ownership

Funds ownership: 98.68% → 96.36% (-2.3%)

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
24
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$3.89M
2
NRG
Nemes Rush Group
Michigan
+$2.65M
3
OLA
Oliver Luxxe Assets
New Jersey
+$2.15M
4
MWM
Meridian Wealth Management
Kentucky
+$2M
5
AIM
Advyzon Investment Management
Illinois
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
ESL
Endurance Services Ltd
New York
-$1.21M
2
Jane Street
Jane Street
New York
-$1.14M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$530K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$423K
5
GS
GTS Securities
New York
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
SHWA
26
Safe Harbor Wealth Advisors
Ohio
$694K +$694K +13,926 New
BAM
27
Belpointe Asset Management
Nevada
$631K +$213K +4,263 +51%
Citadel Advisors
28
Citadel Advisors
Florida
$589K +$590K +11,839 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$536K +$537K +10,763 New
FIG
30
FSA Investment Group
Florida
$448K +$4.54K +91 +1%
TIP
31
Tandem Investment Partners
New Jersey
$424K +$95.6K +1,917 +29%
IWM
32
IHT Wealth Management
Illinois
$341K – – –
FFA
33
Farther Finance Advisors
California
$316K +$317K +6,354 New
OC
34
Optima Capital
Oregon
$281K -$299 -6 -0.1%
IA
35
Inspire Advisors
Idaho
$236K +$236K +4,741 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$231K +$232K +4,645 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$211K +$7.53K +151 +4%
AQR Capital Management
38
AQR Capital Management
Connecticut
$210K +$210K +4,217 New
JP Morgan Chase
39
JP Morgan Chase
New York
$81.6K +$81.7K +1,639 New
TAM
40
Tucker Asset Management
Colorado
$59.7K +$59.8K +1,200 New
GRP
41
Global Retirement Partners
California
$49.9K +$32K +641 +178%
RFA
42
Reyes Financial Architecture
California
$49.5K +$8.97K +180 +22%
SAG
43
SageView Advisory Group
California
$47.2K +$47.3K +948 New
UBS Group
44
UBS Group
Switzerland
$23.4K +$23.4K +470 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$8K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$6.07K +$6.08K +122 New
CIAS
47
Capital Investment Advisory Services
North Carolina
$5.13K – – –
Morgan Stanley
48
Morgan Stanley
New York
$1.99K – – –
ESL
49
Endurance Services Ltd
New York
– -$1.21M -24,250 Closed
Jane Street
50
Jane Street
New York
– -$1.14M -22,959 Closed
1
2
3

XTRE Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) for Q4 2025, worth a combined $199M — up 11% from $180M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XTRE positions and 6 closed out — a net gain of 9 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was Gradient Investments, adding an estimated $3.89M. The largest seller was Endurance Services Ltd, exiting entirely with an estimated $1.21M sold.

  • 48 institutional investors held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $199M of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 15 funds opened new BondBloxx Bloomberg Three Year Target Duration US Treasury ETF positions in Q4 2025 and 6 closed out, a net change of +9 holders.
  • The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF buyer in Q4 2025 was Gradient Investments, an estimated $3.89M added.
  • The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF seller in Q4 2025 was Endurance Services Ltd, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2025.