Free Trial
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free XHLF Stock Alerts

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

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF logo
$50.17 0.00 (0.00%)
Closing price 04:10 PM Eastern
Extended Trading
$50.16 -0.01 (-0.01%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$343.52M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$504.96M
Get XHLF Insider Trade Alerts

Want to know when executives and insiders are buying or selling BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XHLF Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Argus Investors Counsel Inc.8,596$432K0.3%N/A0.021%
10/8/2026Farther Finance Advisors LLC3,697$186K0.0%-46.3%0.009%
10/8/2026Apella Capital LLC8,118$407K0.0%N/A0.020%
10/7/2026Strong Retirement Solutions LLC57,533$2.89M1.6%+0.6%0.144%
9/23/2026Envestnet Asset Management Inc.49,771$2.50M0.0%+120.2%0.123%
9/8/2026Bank OZK5,627$283K0.1%+5.6%0.015%
9/2/2026Citadel Advisors LLC5,594$281K0.0%-86.2%0.014%
8/23/2026Tanager Wealth Management LLP970,303$48.81M4.2%-33.6%2.505%
8/23/2026Ameritas Advisory Services LLC375,690$18.90M0.4%+186.0%0.970%
8/23/2026Guardian Wealth Advisors LLC NC71,176$3.58M0.2%-9.0%0.184%
8/22/2026NBH Bank1,400$70K0.0%N/A0.004%
8/22/2026ZEGA Investments LLC9,129$459K0.0%-33.9%0.024%
8/22/2026Syon Capital LLC48,441$2.44M0.1%-17.9%0.125%
8/21/2026KFG Wealth Management LLC12,400$624K0.1%N/A0.032%
7/9/2026Oliver Luxxe Assets LLC78,993$3.97M0.6%-3.9%0.210%
7/6/2026Bulwark Capital Corp94,661$4.76M2.7%-8.4%0.252%
6/12/2026S&A Financial Services Inc.64,276$3.24M2.2%N/A0.172%
6/10/2026Curry Webb Wealth Management LLC41,109$2.07M1.0%N/A0.110%
5/28/2026Maripau Wealth Management LLC4,351$219K0.1%N/A0.012%
5/21/2026JDM Financial Group LLC532,397$26.80M5.6%-3.6%1.427%
5/19/2026Bank of America Corp DE946,074$47.62M0.0%+9.4%2.536%
5/19/2026Strait & Sound Wealth Management LLC130,295$6.56M2.4%-4.1%0.349%
5/18/2026Royal Bank of Canada629,578$31.69M0.0%+44.8%1.687%
5/18/2026Empowered Funds LLC88,249$4.43M0.0%+12.8%0.237%
5/16/2026Measured Risk Portfolios Inc.101,910$5.13M5.6%-1.3%0.273%
5/15/2026Stadion Money Management LLC174,029$8.76M0.9%+0.8%0.466%
5/14/2026Gibbs Wealth Management9,358$471K0.1%+5.4%0.025%
5/14/2026Lido Advisors LLC8,958$451K0.0%-7.4%0.024%
5/13/2026Cetera Investment Advisers152,862$7.69M0.0%-23.9%0.410%
5/5/2026Geneos Wealth Management Inc.2,231$112K0.0%-8.8%0.006%
5/5/2026Advisors Preferred LLC278,900$14.04M2.1%+16.4%0.748%
5/5/2026Sigma Planning Corp156,840$7.89M0.2%+0.7%0.420%
5/2/2026Diversify Wealth Management LLC135,814$6.83M0.1%+0.2%0.364%
5/2/2026Valmark Advisers Inc.12,076$608K0.0%+20.2%0.032%
4/30/2026CFS Investment Advisory Services LLC8,136$409K0.0%-16.9%0.022%
4/29/2026Jackson Thornton Wealth Management LLC12,649$635K0.1%N/A0.034%
4/28/2026Argus Investors Counsel Inc.8,349$420K0.4%-21.9%0.023%
4/28/2026Bravias Capital Group LLC4,663$235K0.2%-4.9%0.013%
4/25/2026Able Wealth Management LLC21,957$1.11M0.3%-47.0%0.059%
4/24/2026Acorn Financial Advisory Services Inc. ADV36,260$1.83M0.3%+51.5%0.098%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
4/22/2026Janney Montgomery Scott LLC74,402$3.75M0.0%+29.3%0.198%
4/22/2026Cambient Family Office LLC233,249$11.74M1.6%+81.9%0.619%
4/21/2026Laurel Oak Wealth Management LLC4,131$208K0.0%N/A0.011%
4/21/2026Silver Oak Securities Incorporated386,643$19.46M1.4%+13.0%1.027%
4/20/2026Tanager Wealth Management LLP1,462,142$73.59M7.1%-16.6%3.882%
4/17/2026Signal Advisors Wealth LLC216,858$10.91M0.7%-6.7%0.572%
4/17/2026Sweeney & Michel LLC42,823$2.15M0.6%+20.3%0.113%
4/16/2026Warren Street Wealth Advisors LLC125,329$6.31M1.6%-2.4%0.330%
2/24/2026Astoria Portfolio Advisors LLC.7,752$390K0.1%N/A0.021%
2/20/2026Cambient Family Office LLC128,246$6.46M0.9%N/A0.345%
2/18/2026Note Advisors LLC18,769$945K0.4%+20.0%0.050%
2/18/2026Vermillion & White Wealth Management Group LLC6,099$308K0.2%+372.8%0.016%
2/18/2026Strong Retirement Solutions LLC95,630$4.81M3.2%N/A0.257%
2/18/2026Empowered Funds LLC78,250$3.93M0.0%+16.2%0.210%
2/17/2026Bank OZK5,328$268K0.1%-13.2%0.014%
2/17/2026Cetera Investment Advisers200,942$10.10M0.0%+4.2%0.540%
2/17/2026Wealth Watch Advisors INC5,421$272K0.1%N/A0.015%
2/17/2026GeoWealth Management LLC3,684$185K0.0%-52.9%0.010%
2/17/2026Osaic Holdings Inc.16,008$804K0.0%+23.9%0.043%
2/17/2026Running Point Capital Advisors LLC24,772$1.25M0.3%-4.2%0.067%
2/17/2026Guardian Wealth Advisors LLC NC114,335$5.75M0.4%-24.9%0.307%
2/17/2026Stadion Money Management LLC172,629$8.68M0.7%+0.3%0.464%
2/17/2026Royal Bank of Canada434,720$21.85M0.0%+1,592.7%1.169%
2/16/2026Potomac Fund Management Inc. ADV8,093,603$406.70M15.0%-9.0%21.763%
2/16/2026STAR Financial Bank97,289$4.89M2.5%+552.5%0.262%
2/16/2026MML Investors Services LLC156,704$7.87M0.0%-22.7%0.421%
2/16/2026Focus Partners Wealth156,637$7.87M0.0%+626.0%0.421%
2/16/2026Financial Network Wealth Advisors LLC8,743$439K0.5%-8.6%0.024%
2/16/2026Aptus Capital Advisors LLC124,672$6.27M0.0%-23.3%0.335%
2/13/2026Kestra Advisory Services LLC1,478$74K0.0%N/A0.004%
2/13/2026Stifel Financial Corp4,509$227K0.0%-96.7%0.012%
2/13/2026Wells Fargo & Company MN114,679$5.76M0.0%-41.4%0.308%
2/12/2026Jane Street Group LLC5,244$264K0.0%-75.7%0.014%
2/12/2026Orion Porfolio Solutions LLC39,111$1.97M0.0%-3.9%0.105%
2/12/2026Beacon Capital Management Inc.60,703$3.05M0.2%-64.8%0.163%
2/12/2026Bank of Montreal Can486,556$24.45M0.0%+1.8%1.308%
2/11/2026Empowered Funds LLC78,250$3.93M0.0%+16.2%0.210%
2/11/2026Janney Montgomery Scott LLC57,524$2.89M0.0%+47.9%0.155%
2/11/2026Stonebrook Private Inc.21,430$1.08M0.2%-72.1%0.058%
2/11/2026LPL Financial LLC20,555$1.03M0.0%+38.7%0.055%
2/11/2026Omnitrust Wealth Management Inc4,124$207K0.3%N/A0.011%
2/11/2026Syon Capital LLC56,693$2.85M0.1%+3.4%0.152%
2/11/2026Nemes Rush Group LLC1,391$70K0.0%+39.9%0.004%
2/10/2026Lido Advisors LLC9,676$486K0.0%-4.8%0.026%
2/10/2026BlackDiamond Wealth Management LLC12,170$612K0.3%+32.1%0.033%
2/10/2026Goldman Sachs Group Inc.51,528$2.59M0.0%-13.8%0.139%
2/10/2026Northwestern Mutual Wealth Management Co.921$46K0.0%+1,779.6%0.002%
2/10/2026Foundations Investment Advisors LLC13,955$701K0.0%+59.9%0.038%
2/9/2026Cary Street Partners Financial LLC53,509$2.69M0.1%-15.3%0.144%
2/9/2026North Forty Two & Co.87,395$4.39M4.1%+66.1%0.235%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/6/2026Lloyd Advisory Services LLC.1,104$55K0.0%N/A0.003%
2/6/2026Wilian Securities LLC5,315$267K0.3%N/A0.014%
2/6/2026SoundView Advisors Inc.519,214$26.09M9.1%N/A1.396%
2/6/2026Global Retirement Partners LLC10,618$534K0.0%+93.5%0.029%
2/6/20263EDGE Asset Management LP655,369$32.93M1.7%-22.0%1.762%
2/5/2026Blume Capital Management Inc.52,608$2.64M0.5%-78.1%0.141%
2/5/2026WealthPlan Investment Management LLC11,990$602K0.0%-5.8%0.032%
2/5/2026Northwestern Mutual Wealth Management Co.325,635$16.36M0.0%+664,461.2%0.876%
2/4/2026Ameritas Advisory Services LLC8,202$412K0.0%N/A0.021%
2/4/2026Certior Financial Group LLC7,623$383K0.3%-11.1%0.019%


XHLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 176 institutional investors and hedge funds held shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF. The most heavily invested institutionals were Potomac Fund Management Inc. ADV ($406.70M), Q3 Asset Management ($241.11M), Carrera Capital Advisors ($125.51M), Pineridge Advisors LLC ($107.55M), Total Investment Management Inc. ($90.79M), a16z Perennial Management L.P. ($70.09M), and Tanager Wealth Management LLP ($48.81M).Learn more on BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's institutional investors.

Of the 154 institutional investors that purchased BondBloxx Bloomberg Six Month 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: Laurel Wealth Advisors LLC ($6.47M), Q3 Asset Management ($4.80M), Carrera Capital Advisors ($2.80M), Pineridge Advisors LLC ($2.04M), Total Investment Management Inc. ($1.86M), a16z Perennial Management L.P. ($1.39M), and SoundView Advisors Inc. ($1.03M).

Institutional investors have bought a total of 6,828,061 shares in the last 24 months. This purchase volume represents approximately $343.52M in transactions.

Of the 71 institutional investors that sold BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($6.42M), Tanager Wealth Management LLP ($1.23M), Potomac Fund Management Inc. ADV ($797.26K), 3EDGE Asset Management LP ($197.27K), Blume Capital Management Inc. ($188.03K), Stifel Financial Corp ($130.41K), and Beacon Capital Management Inc. ($111.87K).

Institutional investors have sold a total of 10,024,392 shares in the last 24 months. This volume of shares sold represents approximately $504.96M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XHLF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel