Who Owns BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$4.322400050640005e+183T
% of Float Held
—
QoQ Change in Holders
+7 / -5
Price History
XSVN — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +36K | +$6.0B |
| SILVER OAK SECURITIES, INCORPORATED | New Position | +105K | +$5.1B |
| Mattson Financial Services, LLC | New Position | +103K | +$4.9B |
| Gradient Investments LLC | Increased | +89K | +$4.1B |
| 3EDGE Asset Management, LP | New Position | +70K | +$3.4B |
| JDM Financial Group LLC | New Position | +50K | +$2.4B |
| Encompass More Asset Management | New Position | +12K | +$564.0M |
| ARMSTRONG ADVISORY GROUP, INC | Increased | +10K | +$460.3M |
| Dogwood Wealth Management LLC | Increased | +9K | +$421.6M |
| WealthPlan Investment Management, LLC | New Position | +9K | +$416.0M |
| Able Wealth Management LLC | Increased | +8K | +$375.0M |
| Paladin Wealth, LLC | Increased | +3K | +$161.5M |
| Nemes Rush Group LLC | Increased | +3K | +$115.7M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +1.7M | +$82.0M |
| Tower Wealth Partners, Inc. | Increased | +1K | +$52.4M |
XSVN — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Lido Advisors, LLC | Decreased | -2K | -$4.6B |
| Wealthcare Advisory Partners LLC | Decreased | -12K | -$597.4M |
| Tower Research Capital LLC (TRC) | Closed Position | -11K | -$532.4M |
| Cetera Investment Advisers | Closed Position | -4K | -$205.1M |
| Diversified Enterprises, LLC | Decreased | -3K | -$124.0M |
| TOUNJIAN ADVISORY PARTNERS, LLC | Decreased | -544 | -$27.2M |
| Advisory Services Network, LLC | Closed Position | -308 | -$14.8M |
| JPMORGAN CHASE & CO | Closed Position | -291 | -$14.0M |
| Steward Partners Investment Advisory, LLC | Closed Position | -79 | -$3.8M |
| MORGAN STANLEY | Decreased | -1 | -$2K |
Top Institutional Holders(Q4 2025)
XSVN Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 43 | $80.3B | +17 |
| Q3 2025 | 26 | $61.3B | -4 |
| Q2 2025 | 30 | $108.9B | +1 |
| Q1 2025 | 29 | $102.2B | +5 |
| Q4 2024 | 24 | $573.6B | -7 |
| Q3 2024 | 31 | $15.2T | +0 |
| Q2 2024 | 31 | $12.0T | +6 |
| Q1 2024 | 25 | $6.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold XSVN (BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF). The largest holder is Gradient Investments LLC with $43.2B in shares. This quarter, 7 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own XSVN?
As of Q4 2025, 50 institutional investors report holding XSVN (BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF) in their 13F filings.
Who is the largest institutional holder of XSVN?
The largest institutional holder of XSVN is Gradient Investments LLC with $43.2B in shares.
Is institutional ownership of XSVN increasing or decreasing?
This quarter, 7 institutions opened new positions in XSVN and 5 closed their positions.