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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF

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: 4148 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GTS Securities
New York
-$254K -5,098 Closed
JHC
52
J. Hagan Capital
Kentucky
-$225K -4,524 Closed
SPC
53
Sigma Planning Corp
Michigan
-$217K -4,362 Closed
GWM
54
Geneos Wealth Management
Colorado
-$41.6K -834 Closed

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.