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

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$66.71M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$38.51M
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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
10/6/2025Gradient Investments LLC1,137,389$56.34M0.9%+7.1%25.332%
8/15/2025Brown Financial Advisors72,359$3.57M1.4%-2.1%2.050%
8/15/2025IHT Wealth Management LLC6,525$322K0.0%N/A0.185%
8/15/2025Bank of America Corp DE94,827$4.68M0.0%+18.6%2.686%
8/14/2025Jane Street Group LLC19,669$971K0.0%+185.2%0.557%
8/14/2025NewEdge Advisors LLC4,198$207K0.0%N/A0.119%
8/12/2025Nemes Rush Group LLC158,726$7.83M0.9%+41.7%4.496%
8/11/2025Pineridge Advisors LLC1,284$63K0.0%-80.7%0.039%
8/8/2025Royal Harbor Partners LLC89,577$4.42M1.6%N/A2.723%
8/6/2025AE Wealth Management LLC207,435$10.24M0.1%+27.6%6.305%
8/6/2025Able Wealth Management LLC19,191$947K0.5%N/A0.583%
7/30/2025Blume Capital Management Inc.37,290$1.84M0.4%+3.3%1.133%
7/29/2025Financial Guidance Group Inc.45,294$2.24M1.1%N/A1.377%
7/29/2025Mattson Financial Services LLC119,781$5.91M1.6%+5.1%3.641%
7/25/2025CWM LLC10,083$498K0.0%+22.6%0.306%
7/22/2025Belpointe Asset Management LLC6,507$321K0.0%+4.4%0.198%
7/22/2025Wealthcare Advisory Partners LLC35,256$1.74M0.0%+3.3%1.072%
7/17/2025Janney Montgomery Scott LLC41,586$2.05M0.0%+2.7%1.276%
7/17/2025Beacon Capital Management LLC907$45K0.0%+11,237.5%0.028%
7/9/2025Tounjian Advisory Partners LLC11,040$542K0.1%-3.0%0.339%
7/8/2025Paladin Wealth LLC37,153$1.83M1.4%+14.2%1.161%
7/8/2025Gradient Investments LLC1,061,858$52.40M1.0%+5.8%33.183%
5/22/2025Mattson Financial Services LLC113,940$5.59M1.7%+90.9%3.811%
5/19/2025Jane Street Group LLC6,897$339K0.0%-62.7%0.231%
5/14/2025Flow Traders U.S. LLC19,649$964K0.0%+27.4%0.657%
5/12/2025WealthPlan Investment Management LLC9,555$469K0.0%N/A0.320%
5/8/2025Endeavor Private Wealth Inc.6,449$317K0.2%+149.6%0.039%
5/7/2025Nemes Rush Group LLC112,021$5.50M0.7%+39.9%0.674%
5/6/2025AE Wealth Management LLC162,539$7.98M0.1%+56.3%0.978%
5/6/2025Blume Capital Management Inc.36,115$1.77M0.4%-2.0%0.217%
5/1/2025CWM LLC8,225$404K0.0%+7.3%0.049%
4/30/2025Pineridge Advisors LLC6,656$327K0.1%-99.1%0.040%
4/17/2025Janney Montgomery Scott LLC40,503$1.99M0.0%N/A1.506%
4/15/2025Wealthcare Advisory Partners LLC34,129$1.68M0.0%+22.9%1.269%
4/14/2025Tounjian Advisory Partners LLC11,376$558K0.1%N/A0.423%
4/14/2025Lloyd Advisory Services LLC.4,508$221K0.1%N/A0.168%
4/9/2025Paladin Wealth LLC32,521$1.60M1.4%+25.4%1.209%
4/9/2025Gradient Investments LLC1,003,802$49.27M1.0%+11.7%37.316%
3/10/2025Mattson Financial Services LLC59,684$2.98M0.9%+15.6%2.606%
2/17/2025Bank of America Corp DE73,751$3.54M0.0%+1.0%4.313%
2/14/2025Jane Street Group LLC18,508$888K0.0%+40.5%1.082%
2/13/2025Belpointe Asset Management LLC6,265$311K0.0%-38.8%0.366%
2/12/2025Nemes Rush Group LLC80,079$3.84M0.5%N/A4.683%
2/10/2025Blume Capital Management Inc.36,865$1.77M0.4%N/A2.156%
2/4/2025Brown Financial Advisors67,586$3.24M1.3%+61.9%3.952%
1/29/2025Paladin Wealth LLC25,924$1.24M1.1%+112.5%1.516%
1/29/2025Pineridge Advisors LLC755,565$36.24M13.7%+10.8%44.185%
1/21/2025Gradient Investments LLC898,410$43.10M0.9%+56.3%52.539%
1/17/2025Endeavor Private Wealth Inc.2,584$124K0.1%N/A0.151%
1/15/2025Wealthcare Advisory Partners LLC27,772$1.33M0.0%+14.8%1.624%
11/18/2024Brown Financial Advisors41,734$2.09M0.9%-20.3%2.441%
11/15/2024Jane Street Group LLC13,174$659K0.0%+104.6%0.770%
10/30/2024Legacy CG LLC88,164$4.41M1.4%-1.3%5.156%
10/11/2024Paladin Wealth LLC12,201$610K0.5%N/A0.714%
10/8/2024CWM LLC5,644$282K0.0%+270.3%0.330%
10/8/2024Mattson Financial Services LLC51,634$2.49M0.9%-0.4%3.020%
9/30/2024Mattson Financial Services LLC51,838$2.50M0.9%N/A3.031%
8/30/2024Brown Financial Advisors52,363$2.53M1.1%N/A3.062%
7/22/2024Legacy CG LLC89,347$4.31M1.5%N/A5.225%
7/18/2024Gradient Investments LLC590,817$28.50M0.6%-4.8%34.551%
7/10/2024CWM LLC1,524$74K0.0%N/A0.089%
4/23/2024Gradient Investments LLC620,335$30.09M0.7%+535.5%38.057%
4/15/2024Wealthcare Advisory Partners LLC19,379$940K0.0%N/A1.189%
4/15/2024Sunbelt Securities Inc.6,838$332K0.0%N/A0.420%
2/13/2024Belpointe Asset Management LLC5,638$277K0.0%N/A0.762%
1/25/2024International Assets Investment Management LLC39,294$19.30M0.1%N/A5.310%
1/24/2024International Assets Investment Management LLC39,294$19.30M0.0%N/A5.310%
1/18/2024Gradient Investments LLC97,621$4.80M0.1%N/A13.192%
5/4/2023Municipal 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, 28 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 ($56.34M), International Assets Investment Management LLC ($19.30M), AE Wealth Management LLC ($10.24M), Nemes Rush Group LLC ($7.83M), Mattson Financial Services LLC ($5.91M), Bank of America Corp DE ($4.68M), and Royal Harbor Partners LLC ($4.42M).Learn more on BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's institutional investors.

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

Of the 28 institutional investors that purchased BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.18M), Nemes Rush Group LLC ($158.73K), Mattson Financial Services LLC ($119.99K), AE Wealth Management LLC ($103.46K), Royal Harbor Partners LLC ($89.58K), Legacy CG LLC ($89.35K), and International Assets Investment Management LLC ($78.59K).

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

Institutional investors have bought a total of 1,369,154 shares in the last 24 months. This purchase volume represents approximately $66.71M in transactions.

Which of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's 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 ($754.28K), Brown Financial Advisors ($12.16K), Jane Street Group LLC ($11.61K), Belpointe Asset Management LLC ($3.98K), Legacy CG LLC ($1.18K), Blume Capital Management Inc. ($750.00), and Tounjian Advisory Partners LLC ($336.00).

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

Institutional investors have sold a total of 784,503 shares in the last 24 months. This volume of shares sold represents approximately $38.51M in transactions.



This page (NYSEARCA:XFIV) was last updated on 10/6/2025 by MarketBeat.com Staff
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