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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF

41 hedge funds and large institutions have $180M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

14% more funds holding

Funds holding: 3641 (+5)

8% more capital invested

Capital invested by funds: $167M → $180M (+$12.6M)

1.67% more ownership

Funds ownership: 97.02%98.68% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
20
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Straightline Group
Michigan
$49.2M +$2.12M +42,683 +5%
GI
2
Gradient Investments
Minnesota
$34.6M +$2.24M +45,091 +7%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$20.1M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.8M -$111K -2,233 -0.6%
NRG
5
Nemes Rush Group
Michigan
$9.27M +$2.41M +48,434 +35%
AWM
6
AE Wealth Management
Kansas
$5.72M +$3.34M +67,263 +142%
Bank of America
7
Bank of America
North Carolina
$4.34M +$267K +5,384 +7%
AFP
8
Ausdal Financial Partners
Iowa
$4.12M +$2.23M +44,866 +118%
MFS
9
Mattson Financial Services
Michigan
$3.81M +$133K +2,673 +4%
SPL
10
Smart Portfolios LLC
Washington
$3.7M +$12.2K +245 +0.3%
AIM
11
Advyzon Investment Management
Illinois
$3.01M -$1.11M -22,263 -27%
DAS
12
Dynamic Advisor Solutions
Arizona
$2.62M +$1.03M +20,763 +65%
BFA
13
Brown Financial Advisors
Ohio
$2.3M +$102K +2,059 +5%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$30.6K +616 +2%
SSWM
15
Strait & Sound Wealth Management
California
$1.72M +$148K +2,986 +9%
MWM
16
Maridea Wealth Management
New York
$1.7M -$757K -15,236 -31%
BWMG
17
Barnes Wealth Management Group
California
$1.43M -$51.9K -1,045 -4%
FW
18
FullCircle Wealth
Texas
$1.29M -$490K -9,854 -28%
PW
19
Paladin Wealth
Minnesota
$1.28M +$151K +3,044 +13%
Lido Advisors
20
Lido Advisors
California
$1.23M +$1.23M +24,763 New
ESL
21
Endurance Services Ltd
New York
$1.21M
MWM
22
Meridian Wealth Management
Kentucky
$1.2M +$448K +9,015 +60%
PWM
23
Partners Wealth Management
California
$1.16M +$400K +8,057 +53%
Jane Street
24
Jane Street
New York
$1.14M +$35K +705 +3%
FIG
25
FSA Investment Group
Florida
$444K +$443K +8,908 New

XTRE Hedge Fund Activity: Q3 2025 in Review

41 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) for Q3 2025, worth a combined $180M — up 7.5% from $167M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XTRE positions and 3 closed out — a net gain of 6 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $3.34M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.58M sold.

  • 41 institutional investors held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) as of Q3 2025, up from 36 in Q2 2025.
  • Funds reported $180M of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 9 funds opened new BondBloxx Bloomberg Three Year Target Duration US Treasury ETF positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF buyer in Q3 2025 was AE Wealth Management, an estimated $3.34M added.
  • The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF seller in Q3 2025 was Susquehanna International Group, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2025.