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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF

45 hedge funds and large institutions have $216M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $199M → $216M (+$16.8M)

6% less funds holding

Funds holding: 4845 (-3)

7.62% less ownership

Funds ownership: 96.36%88.74% (-7.6%)

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
32
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.15M -$36.8K -740 -3%
FIG
27
FSA Investment Group
Florida
$1.07M +$623K +12,528 +139%
NA
28
NewEdge Advisors
Louisiana
$989K +$105K +2,108 +12%
CICC
29
Capital Investment Counsel (Colorado)
Colorado
$815K +$818K +16,456 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$778K +$246K +4,955 +46%
BAM
31
Belpointe Asset Management
Nevada
$673K +$44.5K +896 +7%
FFA
32
Farther Finance Advisors
California
$669K +$359K +7,217 +114%
SAFS
33
S&A Financial Services
Kansas
$570K +$573K +11,517 New
TIP
34
Tandem Investment Partners
New Jersey
$448K +$26.2K +526 +6%
OC
35
Optima Capital
Oregon
$326K +$47.7K +959 +17%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$249K +$19.5K +393 +8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$240K +$241K +4,844 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$236K +$26.1K +525 +12%
AQR Capital Management
39
AQR Capital Management
Connecticut
$209K
RFA
40
Reyes Financial Architecture
California
$82K +$32.9K +661 +66%
JP Morgan Chase
41
JP Morgan Chase
New York
$82K +$895 +18 +1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$20K +$12.7K +256 +165%
CIAS
43
Capital Investment Advisory Services
North Carolina
$10.7K +$5.62K +113 +110%
Osaic Holdings
44
Osaic Holdings
Arizona
$6.04K
Morgan Stanley
45
Morgan Stanley
New York
$1.98K
MERSOM
46
Municipal Employees' Retirement System of Michigan
Michigan
-$20M -402,313 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$1.23M -24,682 Closed
M1FG
48
Mach-1 Financial Group
Arkansas
-$1.06M -21,252 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$589K -11,839 Closed
IWM
50
IHT Wealth Management
Illinois
-$341K -6,850 Closed

XTRE Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) for Q1 2026, worth a combined $216M — up 8.4% from $199M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XTRE positions and 6 closed out — a net gain of 1 holder — while 32 added to existing stakes and 3 trimmed.

The largest buyer was Gradient Investments, adding an estimated $7.16M. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $20M sold.

  • 45 institutional investors held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) as of Q1 2026, down from 48 in Q4 2025.
  • Funds reported $216M of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock for Q1 2026, up 8.4% quarter-over-quarter.
  • 7 funds opened new BondBloxx Bloomberg Three Year Target Duration US Treasury ETF positions in Q1 2026 and 6 closed out, a net change of +1 holder.
  • The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF buyer in Q1 2026 was Gradient Investments, an estimated $7.16M added.
  • The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF seller in Q1 2026 was Municipal Employees' Retirement System of Michigan, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2026.