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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
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Overview Fund Activity

33 hedge funds and large institutions have $149M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
16
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
Straightline Group
Michigan
+$45.3M
2
GI
Gradient Investments
Minnesota
+$6.25M
3
AWM
AE Wealth Management
Kansas
+$1.58M
4
NRG
Nemes Rush Group
Michigan
+$1.52M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.23M

Top Sellers

1
LC
Legacy CG
Texas
-$2.78M
2
MFS
Mattson Financial Services
Michigan
-$894K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$781K
4
SPL
Smart Portfolios LLC
Washington
-$100K
5
SMAM
Sugar Maple Asset Management
Wisconsin
-$97.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Straightline Group
Michigan
$45.3M +$45.3M +915,543 New
GI
2
Gradient Investments
Minnesota
$30.4M +$6.25M +126,181 +26%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19.9M – – –
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.1M +$1.23M +24,745 +7%
NRG
5
Nemes Rush Group
Michigan
$4.86M +$1.52M +30,690 +46%
SPL
6
Smart Portfolios LLC
Washington
$3.76M -$100K -2,021 -3%
MFS
7
Mattson Financial Services
Michigan
$3.53M -$894K -18,052 -20%
Bank of America
8
Bank of America
North Carolina
$2.58M +$470K +9,483 +22%
AWM
9
AE Wealth Management
Kansas
$2.27M +$1.58M +31,985 +233%
BFA
10
Brown Financial Advisors
Ohio
$2.21M +$409K +8,266 +23%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$269K +5,425 +20%
BWMG
12
Barnes Wealth Management Group
California
$1.41M +$106K +2,131 +8%
SSWM
13
Strait & Sound Wealth Management
California
$1.35M +$546K +11,021 +68%
ESL
14
Endurance Services Ltd
New York
$1.2M – – –
M1FG
15
Mach-1 Financial Group
Arkansas
$1.08M +$1.08M +21,866 New
PW
16
Paladin Wealth
Minnesota
$993K +$301K +6,076 +43%
DAS
17
Dynamic Advisor Solutions
Arizona
$986K +$84K +1,695 +9%
ECM
18
Exchange Capital Management
Michigan
$915K +$110K +2,211 +14%
PWM
19
Partners Wealth Management
California
$761K +$37.7K +761 +5%
FTUS
20
Flow Traders U.S.
New York
$643K +$643K +12,985 New
Jane Street
21
Jane Street
New York
$600K -$36.2K -730 -6%
CCM
22
Crew Capital Management
Ohio
$540K +$21.7K +438 +4%
Goldman Sachs
23
Goldman Sachs
New York
$424K +$424K +8,566 New
Citadel Advisors
24
Citadel Advisors
Florida
$411K -$24.3K -491 -6%
BAM
25
Belpointe Asset Management
Nevada
$402K +$402K +8,124 New
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