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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) Institutional Ownership

$48.63 +0.10 (+0.21%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$54.67M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$39.58M
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XFIV Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Mattson Financial Services LLC113,940$5.59M1.7%+90.9%3.811%
5/19/2025 Jane Street Group LLC6,897$339K0.0%-62.7%0.231%
5/14/2025 Flow Traders U.S. LLC19,649$964K0.0%+27.4%0.657%
5/12/2025 WealthPlan Investment Management LLC9,555$469K0.0%N/A0.320%
5/8/2025 Endeavor Private Wealth Inc.6,449$317K0.2%+149.6%0.039%
5/7/2025 Nemes Rush Group LLC112,021$5.50M0.7%+39.9%0.674%
5/6/2025 AE Wealth Management LLC162,539$7.98M0.1%+56.3%0.978%
5/6/2025 Blume Capital Management Inc.36,115$1.77M0.4%-2.0%0.217%
5/1/2025 CWM LLC8,225$404K0.0%+7.3%0.049%
4/30/2025 Pineridge Advisors LLC6,656$327K0.1%-99.1%0.040%
4/17/2025 Janney Montgomery Scott LLC40,503$1.99M0.0%N/A1.506%
4/15/2025 Wealthcare Advisory Partners LLC34,129$1.68M0.0%+22.9%1.269%
4/14/2025 Tounjian Advisory Partners LLC11,376$558K0.1%N/A0.423%
4/14/2025 Lloyd Advisory Services LLC.4,508$221K0.1%N/A0.168%
4/9/2025 Paladin Wealth LLC32,521$1.60M1.4%+25.4%1.209%
4/9/2025 Gradient Investments LLC1,003,802$49.27M1.0%+11.7%37.316%
3/10/2025 Mattson Financial Services LLC59,684$2.98M0.9%+15.6%2.606%
2/17/2025 Bank of America Corp DE73,751$3.54M0.0%+1.0%4.313%
2/14/2025 Jane Street Group LLC18,508$888K0.0%+40.5%1.082%
2/13/2025 Belpointe Asset Management LLC6,265$311K0.0%-38.8%0.366%
2/12/2025 Nemes Rush Group LLC80,079$3.84M0.5%N/A4.683%
2/10/2025 Blume Capital Management Inc.36,865$1.77M0.4%N/A2.156%
2/4/2025 Brown Financial Advisors67,586$3.24M1.3%+61.9%3.952%
1/29/2025 Paladin Wealth LLC25,924$1.24M1.1%+112.5%1.516%
1/29/2025 Pineridge Advisors LLC755,565$36.24M13.7%+10.8%44.185%
1/21/2025 Gradient Investments LLC898,410$43.10M0.9%+56.3%52.539%
1/17/2025 Endeavor Private Wealth Inc.2,584$124K0.1%N/A0.151%
1/15/2025 Wealthcare Advisory Partners LLC27,772$1.33M0.0%+14.8%1.624%
11/18/2024 Brown Financial Advisors41,734$2.09M0.9%-20.3%2.441%
11/15/2024 Jane Street Group LLC13,174$659K0.0%+104.6%0.770%
10/30/2024 Legacy CG LLC88,164$4.41M1.4%-1.3%5.156%
10/11/2024 Paladin Wealth LLC12,201$610K0.5%N/A0.714%
10/8/2024 CWM LLC5,644$282K0.0%+270.3%0.330%
10/8/2024 Mattson Financial Services LLC51,634$2.49M0.9%-0.4%3.020%
9/30/2024 Mattson Financial Services LLC51,838$2.50M0.9%N/A3.031%
8/30/2024 Brown Financial Advisors52,363$2.53M1.1%N/A3.062%
7/22/2024 Legacy CG LLC89,347$4.31M1.5%N/A5.225%
7/18/2024 Gradient Investments LLC590,817$28.50M0.6%-4.8%34.551%
7/10/2024 CWM LLC1,524$74K0.0%N/A0.089%
4/23/2024 Gradient Investments LLC620,335$30.09M0.7%+535.5%38.057%
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4/15/2024 Wealthcare Advisory Partners LLC19,379$940K0.0%N/A1.189%
4/15/2024 Sunbelt Securities Inc.6,838$332K0.0%N/A0.420%
2/13/2024 Belpointe Asset Management LLC5,638$277K0.0%N/A0.762%
1/25/2024 International Assets Investment Management LLC39,294$19.30M0.1%N/A5.310%
1/24/2024 International Assets Investment Management LLC39,294$19.30M0.0%N/A5.310%
1/18/2024 Gradient Investments LLC97,621$4.80M0.1%N/A13.192%
5/4/2023 Municipal Employees Retirement System of Michigan704,064$35.17M0.5%+74.5%96.447%
(Data available from 1/1/2016 forward)

XFIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XFIV shares?

During the previous two years, 22 institutional investors and hedge funds held shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF. The most heavily invested institutionals were Gradient Investments LLC ($49.27M), International Assets Investment Management LLC ($19.30M), AE Wealth Management LLC ($7.98M), Mattson Financial Services LLC ($5.59M), Nemes Rush Group LLC ($5.50M), Legacy CG LLC ($4.41M), and Bank of America Corp DE ($3.54M).Learn more on XFIV's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock?

Of the 22 institutional investors that purchased BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.05M), Mattson Financial Services LLC ($114.14K), Nemes Rush Group LLC ($112.02K), Legacy CG LLC ($89.35K), International Assets Investment Management LLC ($78.59K), Brown Financial Advisors ($78.22K), and Pineridge Advisors LLC ($73.44K).

How much institutional buying is happening at BondBloxx Bloomberg Five Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 1,860,509 shares in the last 24 months. This purchase volume represents approximately $90.22M in transactions.

Which BondBloxx Bloomberg Five Year Target Duration US Treasury ETF major shareholders have been selling company stock?

The following institutional investors have sold BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock in the last 24 months: Pineridge Advisors LLC ($748.91K), Gradient Investments LLC ($29.52K), Jane Street Group LLC ($11.61K), Brown Financial Advisors ($10.63K), Belpointe Asset Management LLC ($3.98K), Legacy CG LLC ($1.18K), and Blume Capital Management Inc. ($750.00).

How much institutional selling is happening at BondBloxx Bloomberg Five Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 806,779 shares in the last 24 months. This volume of shares sold represents approximately $39.58M in transactions.



This page (NYSEARCA:XFIV) was last updated on 5/25/2025 by MarketBeat.com Staff
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