Who Owns XFIV?
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF — Institutional Ownership & 13F Holdings
$49.13
-0.04 (-0.09%)
Market Cap
$181.9M
Shares Outstanding
3,665,069
Institutional Holders
29
Total Inst. Value
$124.2M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
12
Closed Positions
2
Increased
9
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $49.3M | 1,003,802 |
| 2 | Municipal Employees' Retirement System of Michigan | $34.6M | 704,064 |
| 3 | AE Wealth Management LLC | $8.0M | 162,539 |
| 4 | Mattson Financial Services, LLC | $5.6M | 113,940 |
| 5 | Nemes Rush Group LLC | $5.5M | 112,021 |
| 6 | BANK OF AMERICA CORP /DE/ | $3.9M | 79,968 |
| 7 | Brown Financial Advisors | $3.6M | 73,893 |
| 8 | Janney Montgomery Scott LLCNew | $2.0M | 40,503 |
| 9 | Blume Capital Management, Inc. | $1.8M | 36,115 |
| 10 | Wealthcare Advisory Partners LLC | $1.7M | 34,129 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Gradient Investments LLC | +105K | $49.3M |
| AE Wealth Management LLC | +59K | $8.0M |
| Mattson Financial Services, LLC | +54K | $5.6M |
| Nemes Rush Group LLC | +32K | $5.5M |
| BANK OF AMERICA CORP /DE/ | +6K | $3.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -10K | $427K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -3K | $213K |
| Blume Capital Management, Inc. | -750 | $1.8M |
| OSAIC HOLDINGS, INC. | -126 | $27K |
| Belpointe Asset Management LLC | -34 | $306K |
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Frequently Asked Questions
How many institutional investors hold XFIV?
As of Q1 2025, 29 institutional investors report holding XFIV (BondBloxx Bloomberg Five Year Target Duration US Treasury ETF) in their 13F filings.
Which hedge fund owns the most XFIV?
The largest institutional holder of XFIV is Gradient Investments LLC with $49.3M in shares.
Are institutions buying or selling XFIV?
This quarter, 12 institutions opened new positions in XFIV and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.