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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

40 hedge funds and large institutions have $97.5M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $89.8M → $97.5M (+$7.69M)

0% more funds holding

Funds holding: 4040 (0)

3.67% less ownership

Funds ownership: 69.47%65.8% (-3.7%)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
18
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$20.6M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$15.2M +$95.9K +1,940 +0.6%
LC
3
Legacy CG
Texas
$9.28M +$325K +6,576 +4%
NRG
4
Nemes Rush Group
Michigan
$9.12M +$2.47M +49,969 +37%
SFB
5
STAR Financial Bank
Indiana
$9.1M +$7.4M +149,630 +442%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.6M -$21.4K -432 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$3.49M +$300K +6,078 +9%
AWA
8
Amplius Wealth Advisors
Pennsylvania
$3.04M -$936K -18,937 -24%
Lido Advisors
9
Lido Advisors
California
$3M +$2.99M +60,468 New
Bank of America
10
Bank of America
North Carolina
$2.85M +$439K +8,886 +18%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.32M +$2.31M +46,731 New
SSWM
12
Strait & Sound Wealth Management
California
$2.16M +$244K +4,935 +13%
CAS
13
Coppell Advisory Solutions
Texas
$1.24M -$75.3K -1,524 -6%
MA
14
Mutual Advisors
Nebraska
$1.24M +$1.23M +24,890 New
Citadel Advisors
15
Citadel Advisors
Florida
$965K +$590K +11,942 +159%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$884K -$16.9K -342 -2%
IA
17
IFP Advisors
Florida
$788K -$14.8K -300 -2%
Jane Street
18
Jane Street
New York
$710K +$389K +7,869 +122%
RIL
19
Rothschild Investment LLC
Illinois
$613K -$24.7K -500 -4%
APA
20
Astoria Portfolio Advisors
New York
$607K -$7.07K -143 -1%
WIA
21
World Investment Advisors
California
$524K -$237K -4,796 -31%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$466K +$32.2K +651 +7%
Truist Financial
23
Truist Financial
North Carolina
$427K +$6.77K +137 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$419K +$147K +2,969 +54%
VWWMG
25
Vermillion & White Wealth Management Group
Pennsylvania
$399K

XTWO Hedge Fund Activity: Q3 2025 in Review

40 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) for Q3 2025, worth a combined $97.5M — up 8.6% from $89.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XTWO positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 12 trimmed.

The largest buyer was STAR Financial Bank, adding an estimated $7.4M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.38M sold.

  • 40 institutional investors held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $97.5M of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF stock for Q3 2025, up 8.6% quarter-over-quarter.
  • 8 funds opened new BondBloxx Bloomberg Two Year Target Duration US Treasury ETF positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF buyer in Q3 2025 was STAR Financial Bank, an estimated $7.4M added.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF seller in Q3 2025 was Flow Traders U.S., an estimated $3.38M sold.

Based on aggregated 13F filings for Q3 2025.