Who Owns BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX)?Hedge Fund & Institutional Holders
Institutional Holders
40
as of Q4 2025
Total Institutional Value
$9.597000609800051e+157T
% of Float Held
—
QoQ Change in Holders
+9 / -1
Price History
TAXX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Tanager Wealth Management LLP | New Position | +189K | +$9.6B |
| INCOME RESEARCH & MANAGEMENT | New Position | +100K | +$5.1B |
| Balance Wealth, LLC | New Position | +51K | +$2.6B |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | New Position | +49K | +$2.5B |
| JDM Financial Group LLC | New Position | +16K | +$807.0M |
| Inspire Advisors, LLC | New Position | +14K | +$716.0M |
| Buck Wealth Strategies, LLC | New Position | +9K | +$444.0M |
| VICTORY FINANCIAL GROUP, LLC | Increased | +5K | +$234.0M |
| Delos Wealth Advisors, LLC | Increased | +5K | +$218.4M |
| BCGM Wealth Management, LLC | Increased | +3K | +$106.1M |
| Farther Finance Advisors, LLC | Increased | +2K | +$74.3M |
| EP Wealth Advisors, LLC | New Position | +1.4M | +$68.0M |
| CGN Advisors LLC | Increased | +1K | +$48.2M |
| CWM, LLC | New Position | +352K | +$17.9M |
| Sound Income Strategies, LLC | Increased | +191 | +$10.0M |
TAXX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Guardian Financial Partners, LLC | Decreased | -27K | -$1.4B |
| Cetera Investment Advisers | Decreased | -496 | -$1.0B |
| UBS Group AG | Closed Position | -131 | -$6.7M |
Top Institutional Holders(Q4 2025)
TAXX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 39 | $40.0B | +18 |
| Q3 2025 | 21 | $34.6B | -9 |
| Q2 2025 | 30 | $73.9B | +4 |
| Q1 2025 | 26 | $75.1B | +8 |
| Q4 2024 | 18 | $54.3B | +10 |
| Q3 2024 | 8 | $9.1T | +3 |
| Q2 2024 | 5 | $1.2B | +2 |
| Q1 2024 | 3 | $342.2B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 40 institutional investors hold TAXX (BondBloxx IR+M Tax-Aware Short Duration ETF). The largest holder is Tanager Wealth Management LLP with $9.6B in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own TAXX?
As of Q4 2025, 40 institutional investors report holding TAXX (BondBloxx IR+M Tax-Aware Short Duration ETF) in their 13F filings.
Who is the largest institutional holder of TAXX?
The largest institutional holder of TAXX is Tanager Wealth Management LLP with $9.6B in shares.
Is institutional ownership of TAXX increasing or decreasing?
This quarter, 9 institutions opened new positions in TAXX and 1 closed their positions.