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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) Institutional Ownership

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF logo
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Closing price 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$667.17M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$268.74M
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XHLF Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Sigma Planning Corp153,449$7.73M0.2%+8.0%0.723%
5/1/2025 CWM LLC74,436$3.75M0.0%-15.9%0.351%
5/1/2025 3EDGE Asset Management LP968,041$48.75M3.3%-4.1%4.562%
5/1/2025 Diversify Wealth Management LLC116,387$5.86M0.4%-1.5%0.548%
4/30/2025 Stonebrook Private Inc.58,874$2.97M0.8%-20.3%0.277%
4/30/2025 Pineridge Advisors LLC1,853,035$93.31M36.5%+514.2%8.732%
4/29/2025 Envestnet Asset Management Inc.26,428$1.33M0.0%-4.9%0.125%
4/29/2025 Crew Capital Management Ltd.13,198$665K0.5%+5.7%0.062%
4/29/2025 Silver Oak Securities Incorporated6,776$341K0.0%+19.2%0.032%
4/28/2025 Holcombe Financial Inc.16,548$833K0.7%+165.9%0.078%
4/28/2025 Able Wealth Management LLC28,297$1.43M0.8%N/A0.133%
4/28/2025 Oregon Pacific Wealth Management LLC8,072$406K0.4%-24.6%0.038%
4/28/2025 Astoria Portfolio Advisors LLC.8,698$437K0.1%N/A0.041%
4/24/2025 Etesian Wealth Advisors Inc.6,402$322K0.1%-34.8%0.030%
4/24/2025 Tanager Wealth Management LLP2,230,507$112.32M14.6%+2.3%10.511%
4/23/2025 Valmark Advisers Inc.9,456$476K0.0%+54.6%0.045%
4/22/2025 Cambridge Investment Research Advisors Inc.90,387$4.55M0.0%+16.3%0.426%
4/22/2025 Ellis Investment Partners LLC7,572$381K0.1%+81.9%0.036%
4/22/2025 Garde Capital Inc.139,735$7.04M0.4%N/A0.659%
4/21/2025 Silver Oak Securities Incorporated13,907$696K0.1%+144.7%0.066%
4/17/2025 Sowell Financial Services LLC8,352$421K0.0%N/A0.040%
4/17/2025 Janney Montgomery Scott LLC30,915$1.56M0.0%-13.2%0.147%
4/17/2025 Dynamic Advisor Solutions LLC5,500$277K0.0%N/A0.026%
4/16/2025 Wealth Enhancement Advisory Services LLC25,098$1.26M0.0%-7.8%0.119%
4/16/2025 Argus Investors Counsel Inc.12,641$637K0.5%+5.0%0.060%
4/15/2025 Laurel Wealth Advisors LLC119,770$6.03M0.9%+5.3%0.569%
4/14/2025 Portside Wealth Group LLC53,699$2.70M0.4%+2.5%0.255%
4/11/2025 Signal Advisors Wealth LLC75,689$3.81M0.4%+38.9%0.359%
4/10/2025 Sugar Maple Asset Management LLC27,406$1.38M1.1%+47.7%0.130%
4/10/2025 Warren Street Wealth Advisors LLC92,922$4.68M1.8%+10.7%0.441%
4/10/2025 Matrix Trust Co25,574$1.29M0.2%+2,231.3%0.121%
4/10/2025 Portside Wealth Group LLC52,365$2.63M0.5%-35.4%0.249%
4/9/2025 Sweeney & Michel LLC30,116$1.51M0.6%N/A0.143%
4/9/2025 Wallace Advisory Group LLC4,020$202K0.1%-86.0%0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC27,229$1.37M0.0%-24.1%0.130%
2/25/2025B. Riley Wealth Advisors Inc.12,794$644K0.0%-21.5%0.061%
2/18/2025Strait & Sound Wealth Management LLC238,905$11.99M5.6%-6.3%1.043%
2/18/2025JDM Financial Group LLC367,857$18.46M9.6%+27.6%1.606%
2/17/2025Stadion Money Management LLC192,862$9.68M0.8%-2.7%0.842%
2/17/2025 Stonebrook Private Inc.73,898$3.71M1.0%+21.2%0.323%
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2/17/2025Measured Risk Portfolios Inc.27,476$1.38M1.4%N/A0.120%
2/17/2025Guardian Wealth Advisors LLC NC212,568$10.67M0.8%-66.0%0.928%
2/17/2025Focus Partners Wealth14,823$747K0.0%N/A0.065%
2/17/2025Cary Street Partners Financial LLC62,068$3.12M0.1%N/A0.271%
2/17/2025Bank of America Corp DE423,104$21.23M0.0%+60.7%1.847%
2/17/2025Aptus Capital Advisors LLC223,642$11.22M0.1%-64.8%0.976%
2/17/2025 Acorn Financial Advisory Services Inc. ADV14,792$742K0.1%+62.1%0.065%
2/14/2025Jane Street Group LLC73,411$3.68M0.0%+520.7%0.320%
2/14/2025Prosperity Consulting Group LLC8,678$435K0.0%-71.0%0.038%
2/14/2025Kovitz Investment Group Partners LLC165,569$8.31M0.0%-3.4%0.723%
2/14/2025Susquehanna International Group LLP72,247$3.63M0.0%+166.1%0.315%
2/14/2025MML Investors Services LLC211,337$10.61M0.0%+292.2%0.922%
2/14/2025 Holcombe Financial Inc.6,224$312K0.3%N/A0.027%
2/13/2025Evergreen Capital Management LLC46,458$2.33M0.1%N/A0.203%
2/13/2025Townsquare Capital LLC274,694$13.78M0.2%-42.2%1.199%
2/13/2025Bank of Montreal Can283,120$14.21M0.0%+12.9%1.236%
2/13/2025Certior Financial Group LLC8,570$430K0.4%N/A0.037%
2/13/2025 Envestnet Asset Management Inc.27,782$1.39M0.0%-35.9%0.121%
2/12/2025RWA Wealth Partners LLC8,025$403K0.0%-42.4%0.035%
2/12/2025Hobbs Group Advisors LLC100,514$5.04M1.9%+15.7%0.439%
2/12/2025Orion Portfolio Solutions LLC30,896$1.55M0.0%-93.6%0.135%
2/10/2025Thrivent Financial for Lutherans108,707$5.46M0.0%-0.7%0.474%
2/10/2025BlackDiamond Wealth Management LLC9,155$459K0.3%-48.0%0.040%
2/10/2025Corient Private Wealth LLC4,048$203K0.0%-48.3%0.018%
2/10/2025Blume Capital Management Inc.259,429$13.02M2.9%+9.9%1.132%
2/10/2025Commonwealth Equity Services LLC5,529$277K0.0%-95.5%0.024%
2/10/2025Avantax Advisory Services Inc.89,544$4.49M0.0%-11.1%0.391%
2/10/2025 Farther Finance Advisors LLC2,561$129K0.0%-86.3%0.011%
2/7/2025HighTower Advisors LLC9,462$475K0.0%N/A0.041%
2/7/2025SoundView Advisors Inc.457,561$22.96M9.5%N/A1.997%
2/6/2025Carrera Capital Advisors2,243,110$112.98M26.4%+20.1%9.791%
2/6/2025 Crew Capital Management Ltd.12,491$627K0.5%N/A0.055%
2/5/2025WT Wealth Management20,031$1.01M0.3%-5.2%0.087%
2/4/2025 Exchange Capital Management Inc.31,339$1.57M0.2%-30.8%0.137%
2/3/2025 Sigma Planning Corp142,103$7.13M0.2%-9.4%0.620%
2/3/2025Pasadena Private Wealth LLC4,464$224K0.0%-93.7%0.019%
1/31/2025Global Retirement Partners LLC4,517$227K0.0%+6.9%0.020%
1/31/2025 3EDGE Asset Management LP1,009,558$50.66M3.1%-60.4%4.407%
1/31/2025Bank of Jackson Hole Trust1,111$56K0.0%N/A0.005%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,753$339K0.0%-9.8%0.029%
1/31/2025 Truist Financial Corp6,129$308K0.0%N/A0.027%
1/30/2025 Valmark Advisers Inc.6,116$307K0.0%N/A0.027%
1/30/2025 Ellis Investment Partners LLC4,162$209K0.0%N/A0.018%
1/30/2025 Ellis Investment Partners LLC4,162$209K0.0%N/A0.018%
1/30/2025WealthPlan Investment Management LLC14,690$737K0.1%-26.2%0.064%
1/29/2025 Warren Street Wealth Advisors LLC83,972$4.21M1.7%-0.7%0.367%
1/29/2025 Pineridge Advisors LLC301,678$15.14M5.7%+221.9%1.317%
1/27/2025 Argus Investors Counsel Inc.12,041$604K0.4%+8.2%0.053%
1/27/2025 Silver Oak Securities Incorporated5,683$285K0.0%N/A0.025%
1/27/2025 Etesian Wealth Advisors Inc.9,812$492K0.2%-2.0%0.043%
Trump Makes Major Crypto Announcement (Ad)

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1/27/2025 Tanager Wealth Management LLP2,179,540$109.77M14.2%+61.0%9.513%
1/27/2025 Mather Group LLC.815$41K0.0%-64.5%0.004%
1/24/2025 Oregon Pacific Wealth Management LLC10,710$537K0.5%N/A0.047%
1/22/2025Foundations Investment Advisors LLC4,885$245K0.0%-16.1%0.021%
1/21/2025Encompass More Asset Management65,089$3.27M1.1%+11.1%0.284%
1/17/2025 Avior Wealth Management LLC1,896$95K0.0%-13.7%0.008%
1/17/2025Endeavor Private Wealth Inc.1,505$77K0.1%N/A0.007%
1/17/2025 Janney Montgomery Scott LLC35,626$1.79M0.0%+11.1%0.156%
1/16/2025 Sugar Maple Asset Management LLC18,552$931K0.7%N/A0.081%
1/16/2025 Diversify Wealth Management LLC118,113$5.93M0.5%-27.6%0.516%
(Data available from 1/1/2016 forward)

XHLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XHLF shares?

During the previous two years, 136 institutional investors and hedge funds held shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF. The most heavily invested institutionals were Cetera Advisor Networks LLC ($124.60M), Cetera Investment Advisers ($121.16M), Carrera Capital Advisors ($112.98M), Tanager Wealth Management LLP ($112.32M), Pineridge Advisors LLC ($93.31M), a16z Perennial Management L.P. ($70.21M), and AE Wealth Management LLC ($58.90M).Learn more on XHLF's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock?

Of the 123 institutional investors that purchased BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Portside Wealth Group LLC ($14.55M), 3EDGE Asset Management LP ($7.99M), Pineridge Advisors LLC ($3.96M), Cetera Advisor Networks LLC ($2.48M), Cetera Investment Advisers ($2.48M), Carrera Capital Advisors ($2.24M), and a16z Perennial Management L.P. ($2.15M).

How much institutional buying is happening at BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?

Institutional investors have bought a total of 50,080,452 shares in the last 24 months. This purchase volume represents approximately $2.52B in transactions.

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

Of the 77 institutional investors that sold BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 3EDGE Asset Management LP ($5.68M), Municipal Employees Retirement System of Michigan ($1.28M), Tanager Wealth Management LLP ($546.78K), Orion Portfolio Solutions LLC ($536.08K), Townsquare Capital LLC ($466.35K), Aptus Capital Advisors LLC ($458.24K), and Thrivent Financial for Lutherans ($428.03K).

How much institutional selling is happening at BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?

Institutional investors have sold a total of 12,523,595 shares in the last 24 months. This volume of shares sold represents approximately $629.28M in transactions.


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This page (NYSEARCA:XHLF) was last updated on 5/4/2025 by MarketBeat.com Staff
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