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

$47.36
+0.06 (+0.13%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$50.57M
Number of
Institutional Sellers
(last 12 months)
0
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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
4/23/2024 Gradient Investments LLC620,335$30.09M0.7%+535.5%38.057%
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%
2/13/2024Belpointe 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, the following institutional investors and hedge funds held shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF shares: Municipal Employees Retirement System of Michigan ($35.17M), Gradient Investments LLC ($30.09M), International Assets Investment Management LLC ($19.30M), Wealthcare Advisory Partners LLC ($940K), and Sunbelt Securities Inc. ($332K), Belpointe Asset Management LLC ($277K).Learn more on XFIV's institutional investors.

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

The following institutional investors have purchased BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock in the last 24 months: Gradient Investments LLC ($620.34K), Municipal Employees Retirement System of Michigan ($300.66K), International Assets Investment Management LLC ($78.59K), Wealthcare Advisory Partners LLC ($19.38K), Sunbelt Securities Inc. ($6.84K), and Belpointe Asset Management LLC ($5.64K).

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

Institutional investors have bought a total of 1,031,439 shares in the last 24 months. This purchase volume represents approximately $50.57M in transactions.


This page (NYSEARCA:XFIV) was last updated on 4/27/2024 by MarketBeat.com Staff

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