XTRE icon

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF

35 hedge funds and large institutions have $167M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
16
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
1
Straightline Group
Michigan
$46.8M +$1.27M +25,468 +3%
GI
2
Gradient Investments
Minnesota
$32.3M +$1.74M +34,925 +6%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$20M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.9M -$322K -6,471 -2%
NRG
5
Nemes Rush Group
Michigan
$6.84M +$1.96M +39,397 +40%
AIM
6
Advyzon Investment Management
Illinois
$4.11M +$4.11M +82,572 New
Bank of America
7
Bank of America
North Carolina
$4.07M +$1.48M +29,659 +57%
SPL
8
Smart Portfolios LLC
Washington
$3.69M -$94.1K -1,890 -2%
MFS
9
Mattson Financial Services
Michigan
$3.67M +$125K +2,503 +4%
MWM
10
Maridea Wealth Management
New York
$2.45M +$2.45M +49,156 New
AWM
11
AE Wealth Management
Kansas
$2.36M +$84.7K +1,701 +4%
BFA
12
Brown Financial Advisors
Ohio
$2.19M -$23K -462 -1%
AFP
13
Ausdal Financial Partners
Iowa
$1.89M +$1.89M +37,886 New
FW
14
FullCircle Wealth
Texas
$1.78M +$1.78M +35,787 New
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$1.69M +$60.3K +1,211 +4%
DAS
16
Dynamic Advisor Solutions
Arizona
$1.58M +$592K +11,896 +60%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.58M +$1.58M +31,704 New
SSWM
18
Strait & Sound Wealth Management
California
$1.57M +$215K +4,321 +16%
BWMG
19
Barnes Wealth Management Group
California
$1.48M +$61K +1,225 +4%
ESL
20
Endurance Services Ltd
New York
$1.21M
ECM
21
Exchange Capital Management
Michigan
$1.14M +$219K +4,398 +24%
PW
22
Paladin Wealth
Minnesota
$1.13M +$127K +2,559 +13%
Jane Street
23
Jane Street
New York
$1.11M +$505K +10,135 +84%
PWM
24
Partners Wealth Management
California
$754K -$4.99K -101 -0.7%
MWM
25
Meridian Wealth Management
Kentucky
$750K +$412K +8,268 +121%