Who Owns XONE?
BondBloxx Bloomberg One Year Target Duration US Treasury ETF — Institutional Ownership & 13F Holdings
$49.51
+0.01 (+0.01%)
Market Cap
$753.6M
Shares Outstanding
15,219,706
Institutional Holders
89
Total Inst. Value
$388.6M
% of Float Held
—
QoQ Holder Change
+48
Institutional data as of Q1 2025
New Positions
34
Closed Positions
13
Increased
41
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Municipal Employees' Retirement System of Michigan | $118.7M | 2,387,980 |
| 2 | BANK OF AMERICA CORP /DE/ | $52.8M | 1,061,351 |
| 3 | AE Wealth Management LLC | $46.5M | 935,651 |
| 4 | WELLS FARGO & COMPANY/MN | $23.8M | 478,665 |
| 5 | ACCESS FINANCIAL SERVICES, INC.New | $17.9M | 359,310 |
| 6 | MORGAN STANLEY | $12.8M | 258,219 |
| 7 | Buck Wealth Strategies, LLCNew | $11.6M | 232,919 |
| 8 | Astor Investment Management LLCNew | $11.5M | 230,477 |
| 9 | Financial Guidance Group, Inc.New | $9.9M | 199,075 |
| 10 | HighTower Advisors, LLC | $8.3M | 167,047 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +403K | $52.8M |
| AE Wealth Management LLC | +168K | $46.5M |
| WELLS FARGO & COMPANY/MN | +186K | $23.8M |
| ACCESS FINANCIAL SERVICES, INC.New | +359K | $17.9M |
| MORGAN STANLEY | +172K | $12.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| HighTower Advisors, LLC | -41K | $8.3M |
| CWM, LLC | -16K | $3K |
| AVANTAX ADVISORY SERVICES, INC. | -5K | $9K |
| Aptus Capital Advisors, LLC | -3K | $10K |
| BlackDiamond Wealth Management, LLC | -3K | $512K |
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Frequently Asked Questions
How many institutional investors hold XONE?
As of Q1 2025, 89 institutional investors report holding XONE (BondBloxx Bloomberg One Year Target Duration US Treasury ETF) in their 13F filings.
Which hedge fund owns the most XONE?
The largest institutional holder of XONE is Municipal Employees' Retirement System of Michigan with $118.7M in shares.
Are institutions buying or selling XONE?
This quarter, 34 institutions opened new positions in XONE 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.