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

$50.24
+0.02 (+0.04%)
(As of 05:33 PM ET)

Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$1.85B
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$332.07M
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XHLF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Argus Investors Counsel Inc.8,852$445K0.3%N/A0.038%
4/25/2024 Cambridge Investment Research Advisors Inc.277,047$13.94M0.1%+28.5%1.200%
4/23/2024 Global Retirement Partners LLC4,183$210K0.0%+10.6%0.018%
4/23/2024 Strategic Blueprint LLC57,842$2.91M0.2%+1.6%0.251%
4/18/2024 Exchange Capital Management Inc.39,500$1.99M0.3%+24.4%0.171%
4/18/2024 WESPAC Advisors SoCal LLC41,409$2.08M0.5%+0.8%0.179%
4/17/2024 Municipal Employees Retirement System of Michigan438,334$22.05M0.3%-74.4%1.899%
4/16/2024 Astoria Portfolio Advisors LLC.3,993$200K0.1%-76.9%0.017%
4/16/2024 Pasadena Private Wealth LLC98,527$4.96M1.1%N/A0.427%
4/16/2024 Wealth Enhancement Advisory Services LLC70,843$3.56M0.0%-6.6%0.307%
4/13/2024 Wallace Advisory Group LLC49,126$2.47M1.7%-65.3%0.284%
4/11/2024 Fortitude Family Office LLC4,535$228K0.2%-40.6%0.026%
4/9/2024 Mather Group LLC.10,672$536K0.0%-15.8%0.062%
3/19/2024Warren Street Wealth Advisors LLC19,182$963K0.5%+372.0%0.111%
3/1/2024Pineridge Advisors LLC1,489,337$74.77M24.8%N/A8.619%
2/16/2024Hobbs Group Advisors LLC73,115$3.67M1.6%N/A0.423%
2/15/2024Financial Network Wealth Advisors LLC38,890$1.95M2.1%N/A0.225%
2/15/2024Guardian Wealth Advisors LLC NC718,900$36.09M5.5%+172.1%4.160%
2/14/2024Connectus Wealth LLC17,067$861K0.0%-23.1%0.099%
2/13/2024Cetera Advisor Networks LLC1,452,324$72.91M0.4%N/A8.405%
2/13/2024Trademark Financial Management LLC5,680$285K0.2%N/A0.033%
2/12/2024Relative Value Partners Group LLC158,714$7.97M0.5%+4.4%0.918%
2/9/2024Orion Portfolio Solutions LLC413,688$20.78M0.2%+60.6%2.394%
2/9/2024 Cambridge Investment Research Advisors Inc.215,604$10.82M0.0%-37.6%1.248%
2/9/2024BlackDiamond Wealth Management LLC42,222$2.12M1.6%-4.2%0.244%
2/8/2024WT Wealth Management19,479$978K0.4%+3.6%0.113%
2/8/2024Strait & Sound Wealth Management LLC347,670$17.48M10.9%+182.1%2.012%
2/8/2024 Exchange Capital Management Inc.31,750$1.59M0.3%+19.3%0.184%
2/7/2024Avantax Advisory Services Inc.129,455$6.50M0.1%-59.3%0.749%
2/7/2024Shore Point Advisors LLC39,477$1.98M1.2%+7.8%0.228%
2/7/2024 Astoria Portfolio Advisors LLC.17,253$866K0.4%+1.7%0.100%
2/7/2024Concourse Financial Group Securities Inc.700$35K0.0%N/A0.004%
2/7/2024Blume Capital Management Inc.119,770$6.01M1.6%+130.7%0.693%
2/6/2024a16z Perennial Management L.P.2,146,518$107.76M16.2%N/A12.422%
2/5/2024 Mather Group LLC.12,669$636K0.0%-65.3%0.073%
2/5/2024Silver Oak Securities Incorporated4,917$247K0.0%+290.2%0.028%
2/5/2024Matrix Trust Co6,093$306K0.1%-30.2%0.035%
2/5/2024Alliance Wealth Advisors LLC UT60,031$3.01M1.0%-58.1%0.347%
2/2/2024Knowledge Leaders Capital LLC49,832$2.50M3.9%+1.1%0.288%
2/1/2024RWA Wealth Partners LLC28,922$1.45M0.0%N/A0.167%
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2/1/2024Sigma Planning Corp54,456$2.73M0.2%-15.7%0.315%
2/1/2024 CWM LLC365,652$18.36M0.1%+3.5%2.116%
1/31/2024Tanager Wealth Management LLP1,760,360$88.78M16.1%+12.4%10.187%
1/31/2024Archer Investment Corp698$35K0.0%N/A0.004%
1/26/2024Cerity Partners LLC142,298$7.14M0.0%N/A0.823%
1/25/2024 Strategic Blueprint LLC56,941$2.86M0.2%N/A0.330%
1/25/2024 WESPAC Advisors SoCal LLC41,099$2.06M0.6%-63.6%0.238%
1/24/2024Sowell Financial Services LLC10,855$547K0.0%-10.7%0.063%
1/24/2024 Compass Ion Advisors LLC172,369$8.65M1.3%N/A0.998%
1/17/2024Acorn Financial Advisory Services Inc. ADV8,053$404K0.1%N/A0.047%
1/16/20243EDGE Asset Management LP3,893,320$195.45M15.2%-46.4%22.531%
1/16/2024 Portside Wealth Group LLC204,324$10.26M1.9%-48.0%1.182%
1/12/2024 Fortitude Family Office LLC7,635$383K0.3%N/A0.044%
1/11/2024Baker Tilly Wealth Management LLC36,647$1.84M0.3%-63.4%0.212%
1/10/2024Dfpg Investments LLC18,675$937K0.1%-48.6%0.108%
1/9/2024 Wallace Advisory Group LLC141,682$7.12M5.3%-8.9%0.820%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC84,060$4.22M1.5%-55.1%0.486%
12/4/2023WT Wealth Management18,796$945K0.4%N/A0.109%
12/1/2023B. Riley Wealth Advisors Inc.22,866$1.15M0.0%-9.9%0.132%
11/20/2023Silver Oak Securities Incorporated1,260$63K0.0%-75.3%0.007%
11/16/2023Strait & Sound Wealth Management LLC123,254$6.20M5.3%N/A0.713%
11/16/2023Belpointe Asset Management LLC5,500$276K0.0%N/A0.032%
11/15/2023Townsquare Capital LLC1,395,955$70.18M1.3%-5.7%8.078%
11/15/2023WealthPlan Investment Management LLC9,170$461K0.1%N/A0.053%
11/15/2023Mercer Global Advisors Inc. ADV75,242$3.78M0.0%-8.5%0.435%
11/14/2023 Mather Group LLC.36,507$1.84M0.0%+6.4%0.211%
11/9/2023Oliver Lagore Vanvalin Investment Group70,585$3.55M1.4%N/A0.408%
11/9/2023 WESPAC Advisors SoCal LLC113,000$5.68M1.9%N/A0.654%
11/9/2023Alliance Wealth Advisors LLC UT143,230$7.20M2.7%+11.0%0.829%
11/8/2023Aptus Capital Advisors LLC264,570$13.30M0.4%+53.4%1.531%
11/8/2023HighTower Advisors LLC374,155$18.80M0.0%+4.7%2.165%
11/8/2023Tanager Wealth Management LLP1,565,521$78.70M16.3%+43.6%9.060%
11/8/2023Sowell Financial Services LLC12,156$611K0.0%N/A0.070%
11/8/2023Avantax Advisory Services Inc.317,749$15.97M0.2%+32.2%1.839%
11/7/2023Knowledge Leaders Capital LLC49,268$2.48M3.6%-0.4%0.285%
11/6/2023Sigma Planning Corp64,566$3.25M0.1%+43.0%0.374%
11/4/2023Blume Capital Management Inc.51,920$2.61M0.8%-51.0%0.300%
11/2/2023WealthPlan Investment Management LLC9,170$461K0.1%N/A0.053%
11/1/2023Orion Portfolio Solutions LLC257,603$12.95M0.2%+25.3%1.491%
10/30/2023 Exchange Capital Management Inc.26,621$1.34M0.3%+40.1%0.154%
10/30/2023 FirstPurpose Wealth LLC51,215$2.58M1.1%+11.8%0.296%
10/30/2023Matrix Trust Co8,732$439K0.1%+53.2%0.051%
10/27/2023 Portside Wealth Group LLC393,231$19.77M3.7%+0.5%2.276%
10/27/2023 Astoria Portfolio Advisors LLC.16,963$853K0.4%+265.8%0.098%
10/26/2023Middleton & Co. Inc. MA4,000$201K0.0%N/A0.023%
10/25/2023Wealth Management Solutions LLC17,811$895K0.6%-2.5%0.103%
10/24/2023 Cambridge Investment Research Advisors Inc.345,624$17.38M0.1%+6.3%2.000%
10/23/2023Financial Guidance Group Inc.9,700$488K0.4%N/A0.056%
10/23/2023Commonwealth Equity Services LLC11,093$558K0.0%N/A0.064%
10/19/2023Warren Street Wealth Advisors LLC4,064$204K0.1%N/A0.024%
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10/16/2023Shore Point Advisors LLC36,607$1.84M1.3%-49.4%0.212%
10/16/20233EDGE Asset Management LP7,262,028$363.90M27.8%-9.2%42.026%
10/13/2023 Global Retirement Partners LLC3,929$197K0.0%+7.3%0.023%
10/13/2023 Tuttle Capital Management LLC16,000$804K4.0%N/A0.093%
10/11/2023Polaris Wealth Advisory Group LLC23,232$1.17M0.1%-17.2%0.134%
10/11/2023AE Wealth Management LLC1,171,688$58.90M0.4%N/A6.781%
10/11/2023 CWM LLC353,231$17.76M0.1%N/A2.044%
10/5/2023 Wallace Advisory Group LLC155,451$7.81M5.9%N/A0.900%
9/1/2023 Portside Wealth Group LLC391,404$19.66M1.6%N/A2.265%
8/17/2023Orion Portfolio Solutions LLC205,561$10.32M0.1%+390.1%1.190%
(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, 76 institutional investors and hedge funds held shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF. The most heavily invested institutionals were 3EDGE Asset Management LP ($195.45M), a16z Perennial Management L.P. ($107.76M), Tanager Wealth Management LLP ($88.78M), Pineridge Advisors LLC ($74.77M), Cetera Advisor Networks LLC ($72.91M), Townsquare Capital LLC ($70.18M), 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 71 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), a16z Perennial Management L.P. ($2.15M), Tanager Wealth Management LLP ($2.09M), Pineridge Advisors LLC ($1.49M), Cetera Advisor Networks LLC ($1.45M), and Municipal Employees Retirement System of Michigan ($1.31M).

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

Institutional investors have bought a total of 38,351,982 shares in the last 24 months. This purchase volume represents approximately $1.93B in transactions.

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

Of the 31 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 ($4.10M), Municipal Employees Retirement System of Michigan ($1.28M), Portside Wealth Group LLC ($188.91K), Avantax Advisory Services Inc. ($188.29K), Cambridge Investment Research Advisors Inc. ($130.02K), Wallace Advisory Group LLC ($106.33K), and EisnerAmper Wealth Management Corporate Benefits LLC ($103.11K).

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

Institutional investors have sold a total of 6,610,541 shares in the last 24 months. This volume of shares sold represents approximately $332.07M in transactions.


This page (NYSEARCA:XHLF) was last updated on 4/25/2024 by MarketBeat.com Staff

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