Who Owns XHLF?
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF — Institutional Ownership & 13F Holdings
$50.33
+0.02 (+0.04%)
Market Cap
$1.9B
Shares Outstanding
37,171,846
Institutional Holders
104
Total Inst. Value
$708.9M
% of Float Held
—
QoQ Holder Change
+53
Institutional data as of Q1 2025
New Positions
35
Closed Positions
13
Increased
29
Decreased
31
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Tanager Wealth Management LLP | $112.3M | 2,230,507 |
| 2 | Carrera Capital Advisors | $97.5M | 1,935,395 |
| 3 | Pineridge Advisors LLCNew | $93.3M | 1,853,035 |
| 4 | a16z Perennial Management, L.P.New | $70.1M | 1,392,000 |
| 5 | 3EDGE Asset Management, LP | $48.7M | 968,041 |
| 6 | BANK OF AMERICA CORP /DE/ | $36.1M | 716,591 |
| 7 | BANK OF MONTREAL /CAN/ | $23.5M | 466,461 |
| 8 | Municipal Employees' Retirement System of Michigan | $22.6M | 448,334 |
| 9 | JDM Financial Group LLC | $17.7M | 352,383 |
| 10 | TOWNSQUARE CAPITAL LLC | $13.8M | 274,222 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Tanager Wealth Management LLP | +51K | $112.3M |
| Pineridge Advisors LLCNew | +1.9M | $93.3M |
| a16z Perennial Management, L.P.New | +1.4M | $70.1M |
| BANK OF AMERICA CORP /DE/ | +293K | $36.1M |
| BANK OF MONTREAL /CAN/ | +183K | $23.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Carrera Capital Advisors | -308K | $97.5M |
| Strait & Sound Wealth Management LLC | -82K | $7.9M |
| Blume Capital Management, Inc. | -44K | $10.8M |
| 3EDGE Asset Management, LP | -42K | $48.7M |
| Portside Wealth Group, LLC | -29K | $2.6M |
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Frequently Asked Questions
How many institutional investors hold XHLF?
As of Q1 2025, 104 institutional investors report holding XHLF (BondBloxx Bloomberg Six Month Target Duration US Treasury ETF) in their 13F filings.
Which hedge fund owns the most XHLF?
The largest institutional holder of XHLF is Tanager Wealth Management LLP with $112.3M in shares.
Are institutions buying or selling XHLF?
This quarter, 35 institutions opened new positions in XHLF and 13 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.