Who Owns XTEN?
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF — Institutional Ownership & 13F Holdings
$45.95
+0.13 (+0.28%)
Market Cap
$976.3M
Shares Outstanding
22,808,922
Institutional Holders
110
Total Inst. Value
$268.3M
% of Float Held
—
QoQ Holder Change
+102
Institutional data as of Q1 2025
New Positions
90
Closed Positions
8
Increased
12
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CONew | $33.5M | 719,576 |
| 2 | BANK OF AMERICA CORP /DE/ | $29.2M | 627,729 |
| 3 | Morningstar Investment Management LLCNew | $26.7M | 572,996 |
| 4 | Gradient Investments LLC | $19.0M | 408,464 |
| 5 | Municipal Employees' Retirement System of Michigan | $18.8M | 403,452 |
| 6 | NewEdge Advisors, LLCNew | $16.3M | 350,912 |
| 7 | Austin Private Wealth, LLCNew | $12.8M | 275,416 |
| 8 | Horst & Graben Wealth Management LLCNew | $9.1M | 195,497 |
| 9 | Heck Capital Advisors, LLCNew | $7.9M | 169,272 |
| 10 | One Wealth Advisors, LLCNew | $7.1M | 151,776 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JPMORGAN CHASE & CONew | +720K | $33.5M |
| BANK OF AMERICA CORP /DE/ | +568K | $29.2M |
| Morningstar Investment Management LLCNew | +573K | $26.7M |
| Gradient Investments LLC | +57K | $19.0M |
| NewEdge Advisors, LLCNew | +351K | $16.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -61K | $772K |
| COMERICA BANK | -39K | $35K |
| JANE STREET GROUP, LLC | -25K | $1.2M |
| Tanager Wealth Management LLP | -18K | $4.6M |
| HighTower Advisors, LLC | -521 | $1.1M |
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Frequently Asked Questions
How many institutional investors hold XTEN?
As of Q1 2025, 110 institutional investors report holding XTEN (BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF) in their 13F filings.
Which hedge fund owns the most XTEN?
The largest institutional holder of XTEN is JPMORGAN CHASE & CO with $33.5M in shares.
Are institutions buying or selling XTEN?
This quarter, 90 institutions opened new positions in XTEN and 8 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.