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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
SG
1
Straightline Group
Michigan
$51.6M +$2.02M +40,623 +4%
GI
2
Gradient Investments
Minnesota
$45.3M +$7.16M +144,054 +19%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$1.59M +32,048 +9%
NRG
4
Nemes Rush Group
Michigan
$14.9M +$3.03M +61,007 +26%
AIM
5
Advyzon Investment Management
Illinois
$7.59M +$2.67M +53,725 +54%
AFP
6
Ausdal Financial Partners
Iowa
$7.55M +$2.97M +59,761 +64%
AWM
7
AE Wealth Management
Kansas
$7.35M +$614K +12,349 +9%
Bank of America
8
Bank of America
North Carolina
$4.92M +$129K +2,591 +3%
MFS
9
Mattson Financial Services
Michigan
$4.86M +$496K +9,986 +11%
DF
10
Donoghue Forlines
Massachusetts
$4.62M +$4.64M +93,349 New
DAS
11
Dynamic Advisor Solutions
Arizona
$4.62M +$1.18M +23,725 +34%
WAS
12
WESPAC Advisors SoCal
California
$3.68M +$3.7M +74,399 New
SPL
13
Smart Portfolios LLC
Washington
$3.68M +$148K +2,969 +4%
MWM
14
Meridian Wealth Management
Kentucky
$3.65M +$477K +9,596 +15%
MWM
15
Maridea Wealth Management
New York
$3.34M +$1.56M +31,350 +87%
BFA
16
Brown Financial Advisors
Ohio
$3.02M +$723K +14,548 +31%
OLA
17
Oliver Luxxe Assets
New Jersey
$2.61M +$478K +9,617 +22%
IA
18
Inspire Advisors
Idaho
$2.39M +$2.16M +43,446 +916%
Lido Advisors
19
Lido Advisors
California
$2.38M +$90.5K +1,821 +4%
SSWM
20
Strait & Sound Wealth Management
California
$1.85M +$101K +2,023 +6%
PW
21
Paladin Wealth
Minnesota
$1.61M +$185K +3,722 +13%
PWM
22
Partners Wealth Management
California
$1.57M -$101K -2,023 -6%
BWMG
23
Barnes Wealth Management Group
California
$1.45M -$1.19K -24 -0.1%
CAN
24
Capital Advisor Network
Indiana
$1.43M +$1.43M +28,819 New
Jane Street
25
Jane Street
New York
$1.29M +$1.29M +26,024 New