Who Owns BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF)?Hedge Fund & Institutional Holders

$50.27+0.03 (+0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$50.16$50.23$50.30$50.38$50.45Sep 24Jun 25Mar 26

XHLF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Carrera Capital AdvisorsNew Position+2.5M+$125.5B
Tanager Wealth Management LLPNew Position+1.8M+$88.2B
a16z Perennial Management, L.P.New Position+1.4M+$69.9B
BANK OF AMERICA CORP /DE/Increased+141K+$42.0B
3EDGE Asset Management, LPNew Position+655K+$32.9B
JDM Financial Group LLCNew Position+552K+$27.8B
ROYAL BANK OF CANADAIncreased+409K+$19.7B
SILVER OAK SECURITIES, INCORPORATEDNew Position+342K+$17.2B
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+317K+$16.0B
Strait & Sound Wealth Management LLCNew Position+136K+$6.8B
Warren Street Wealth Advisors, LLCNew Position+128K+$6.5B
Focus Partners WealthIncreased+135K+$5.9B
STAR Financial BankIncreased+82K+$4.1B
Encompass More Asset ManagementNew Position+72K+$3.6B
Beacon Capital Management, Inc.New Position+61K+$3.0B

XHLF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
POTOMAC FUND MANAGEMENT INC /ADVDecreased-797K-$447.9B
MML INVESTORS SERVICES, LLCDecreased-46K-$10.2B
Kovitz Investment Group Partners, LLCClosed Position-158K-$8.0B
STIFEL FINANCIAL CORPDecreased-130K-$6.8B
WELLS FARGO & COMPANY/MNDecreased-81K-$4.9B
SUMMIT WEALTH GROUP LLC / COClosed Position-72K-$3.6B
Atria Investments, IncDecreased-37K-$2.8B
Stonebrook Private Inc.Decreased-55K-$2.8B
Aptus Capital Advisors, LLCDecreased-38K-$2.2B
GUARDIAN WEALTH ADVISORS, LLC / NCDecreased-38K-$1.9B
Hobbs Group Advisors, LLCDecreased-27K-$1.4B
HighTower Advisors, LLCClosed Position-26K-$1.3B
JANE STREET GROUP, LLCDecreased-16K-$1.1B
Orion Porfolio Solutions, LLCDecreased-2K-$1.1B
GOLDMAN SACHS GROUP INCDecreased-8K-$1.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Carrera Capital Advisors2,489,784$125.5B21.10%Share
2Tanager Wealth Management LLP1,754,195$88.2B8.80%Share
3a16z Perennial Management, L.P.1,392,000$69.9B5.25%Share
43EDGE Asset Management, LP655,369$32.9B1.71%Share
5JDM Financial Group LLC552,344$27.8B10.78%Share
6BANK OF AMERICA CORP /DE/512,050$25.0B0.00%Share
7BANK OF MONTREAL /CAN/461,917$23.0B0.01%Share
8ROYAL BANK OF CANADA434,720$21.0B0.00%Share
9SILVER OAK SECURITIES, INCORPORATED342,051$17.2B1.16%Share
10BANK OF AMERICA CORP /DE/352,357$17.0B0.00%Share
11EVERGREEN CAPITAL MANAGEMENT LLC316,767$16.0B0.36%Share
12Signal Advisors Wealth, LLC232,542$11.7B0.93%Share
13Stadion Money Management, LLC172,629$8.7B0.70%Share
14Sigma Planning Corp155,773$7.8B0.22%Share
15Focus Partners Wealth156,637$7.0B0.01%Share
16Strait & Sound Wealth Management LLC135,883$6.8B2.54%Share
17DIVERSIFY WEALTH MANAGEMENT, LLC135,484$6.8B0.32%Share
18Warren Street Wealth Advisors, LLC128,392$6.5B1.84%Share
19Aptus Capital Advisors, LLC124,672$6.0B0.04%Share
20GUARDIAN WEALTH ADVISORS, LLC / NC114,335$5.7B0.36%Share
21Bulwark Capital Corp97,339$4.9B3.48%Share
22STAR Financial Bank97,289$4.9B2.50%Share
23eCIO, Inc.82,929$4.2B1.94%Share
24WELLS FARGO & COMPANY/MN80,789$4.0B0.00%Share
25Encompass More Asset Management72,465$3.6B0.67%Share
26Hobbs Group Advisors, LLC67,506$3.4B1.02%Share
27Beacon Capital Management, Inc.60,703$3.0B0.16%Share
28CARY STREET PARTNERS FINANCIAL LLC53,509$2.7B0.07%Share
29Able Wealth Management LLC41,414$2.1B0.66%Share
30Portside Wealth Group, LLC40,965$2.1B0.28%Share
31SYON CAPITAL LLC56,693$2.0B0.10%Share
32GOLDMAN SACHS GROUP INC51,528$2.0B0.00%Share
33SWEENEY & MICHEL, LLC35,591$1.8B0.53%Share
34Running Point Capital Advisors, LLC24,772$1.2B0.34%Share
35Legacy Capital Group California, Inc.21,609$1.1B0.26%Share
36Stonebrook Private Inc.21,430$1.1B0.23%Share
37Orion Porfolio Solutions, LLC39,111$1.0B0.01%Share
38WELLS FARGO & COMPANY/MN33,890$1.0B0.00%Share
39BANK OF MONTREAL /CAN/24,639$1.0B0.00%Share
40Note Advisors, LLC18,769$944.0M0.48%Share
41ZEGA Investments, LLC16,497$828.0M0.10%Share
42SALEM INVESTMENT COUNSELORS INC15,261$769.0M0.02%Share
43Sugar Maple Asset Management, LLC12,502$628.0M0.42%Share
44BlackDiamond Wealth Management, LLC12,170$611.0M0.30%Share
45WealthPlan Investment Management, LLC11,990$602.0M0.04%Share
46Holcombe Financial, Inc.11,081$556.0M0.35%Share
47ARGUS INVESTORS' COUNSEL, INC.10,696$537.0M0.43%Share
48Belpointe Asset Management LLC10,166$510.0M0.02%Share
49Valmark Advisers, Inc.10,049$504.0M0.01%Share
50Portside Wealth Group, LLC9,759$490.0M0.07%Share

XHLF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025128$590.3B+51
Q3 202577$623.0B-48
Q2 2025125$855.8B+21
Q1 2025104$667.2B+22
Q4 202482$812.5B+20
Q3 202462$5.3T-3
Q2 202465$12.5T+14
Q1 202451$922.1T—

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As of Q4 2025, 50 institutional investors hold XHLF (BondBloxx Bloomberg Six Month Target Duration US Treasury ETF). The largest holder is Carrera Capital Advisors with $125.5B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own XHLF?

As of Q4 2025, 50 institutional investors report holding XHLF (BondBloxx Bloomberg Six Month Target Duration US Treasury ETF) in their 13F filings.

Who is the largest institutional holder of XHLF?

The largest institutional holder of XHLF is Carrera Capital Advisors with $125.5B in shares.

Is institutional ownership of XHLF increasing or decreasing?

This quarter, 11 institutions opened new positions in XHLF and 3 closed their positions.