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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

40 hedge funds and large institutions have $122M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
13
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$51.1M 1,041,177 -37,144 -3%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$20.4M 416,558
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$15.4M 311,838 +205,265 +193%
LC
4
Legacy CG
Texas
$8.69M 177,005 +35,936 +25%
NRG
5
Nemes Rush Group
Michigan
$3.25M 66,312 +66,312 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$2.85M 58,006 -1,747 -3%
ECM
7
Exchange Capital Management
Michigan
$2.33M 47,567 +47,567 New
Bank of America
8
Bank of America
North Carolina
$2.05M 41,727 +12,114 +41%
BWM
9
BlackDiamond Wealth Management
New York
$1.92M 39,056 -72 -0.2%
ACA
10
Aptus Capital Advisors
Alabama
$1.69M 34,388 +2,524 +8%
FGG
11
Financial Guidance Group
Florida
$1.69M 34,388 +2,524 +8%
SFB
12
STAR Financial Bank
Indiana
$1.27M 25,871 +3,780 +17%
SSWM
13
Strait & Sound Wealth Management
California
$1M 20,475 +20,475 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$869K 17,709 +9,018 +104%
Morgan Stanley
15
Morgan Stanley
New York
$854K 17,410 +40 +0.2%
FIM
16
Freedom Investment Management
Connecticut
$814K 16,584 -2,209 -12%
WIA
17
World Investment Advisors
California
$642K 13,089 +2,694 +26%
RIL
18
Rothschild Investment LLC
Illinois
$631K 12,865 -2,845 -18%
CCM
19
Crew Capital Management
Ohio
$521K 10,612 +10,612 New
SS
20
Sunbelt Securities
Texas
$497K 10,130
Financial Engines Advisors
21
Financial Engines Advisors
California
$422K 8,597 +8,597 New
Truist Financial
22
Truist Financial
North Carolina
$411K 8,366 +8,366 New
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$319K 6,500
SPC
24
Sigma Planning Corp
Michigan
$311K 6,342 -2,341 -27%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$277K 5,634 -830 -13%