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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
$50.20 0.00 (0.00%)
As of 07/3/2025 05:00 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)
89
Total
Institutional Inflows
(last 12 months)
$547.46M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$301.23M
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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
7/3/2025 Garde Capital Inc.5,516$278K0.0%-96.1%0.016%
7/2/2025 HBW Advisory Services LLC13,961$703K0.1%N/A0.041%
6/27/2025Goldman Sachs Group Inc.8,208$413K0.0%N/A0.024%
5/20/2025Belpointe Asset Management LLC6,214$313K0.0%N/A0.023%
5/16/2025Strait & Sound Wealth Management LLC157,029$7.91M3.7%-34.3%0.588%
5/16/2025Goldman Sachs Group Inc.8,208$413K0.0%N/A0.031%
5/15/2025Royal Bank of Canada19,881$1.00M0.0%+43.6%0.074%
5/15/2025Evergreen Capital Management LLC137,712$6.93M0.2%+196.4%0.516%
5/15/2025JDM Financial Group LLC352,383$17.74M9.0%-4.2%1.320%
5/15/2025Palo Alto Wealth Advisors LLC6,865$345K0.1%-60.0%0.026%
5/14/2025Oliver Luxxe Assets LLC65,915$3.32M0.6%N/A0.247%
5/14/2025Hobbs Group Advisors LLC98,778$4.97M1.9%-1.7%0.370%
5/14/2025Flow Traders U.S. LLC50,414$2.54M0.1%N/A0.189%
5/14/2025Bank OZK6,106$307K0.1%-6.1%0.023%
5/14/2025RWA Wealth Partners LLC5,261$265K0.0%-34.4%0.020%
5/13/2025Aptus Capital Advisors LLC206,272$10.39M0.1%-7.8%0.773%
5/13/2025Measured Risk Portfolios Inc.88,802$4.47M4.8%+223.2%0.333%
5/13/2025Kovitz Investment Group Partners LLC151,267$7.62M0.0%-8.6%0.567%
5/13/2025Financial Network Wealth Advisors LLC9,504$479K0.6%+61.6%0.036%
5/13/2025HighTower Advisors LLC5,264$265K0.0%-44.4%0.020%
5/12/2025Townsquare Capital LLC274,222$13.81M0.1%-0.2%1.027%
5/9/2025SoundView Advisors Inc.492,360$24.79M10.2%+7.6%2.320%
5/9/2025Encompass More Asset Management73,955$3.72M1.1%+13.6%0.349%
5/9/2025Cary Street Partners Financial LLC60,880$3.07M0.1%-1.9%0.287%
5/9/2025Advyzon Investment Management LLC6,153$310K0.1%N/A0.029%
5/9/2025Middleton & Co. Inc. MA8,000$403K0.0%+50.9%0.038%
5/8/2025Bank of Jackson Hole Trust1,400$70K0.0%+26.0%0.007%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,975$804K0.0%N/A0.075%
5/8/2025Private Advisory Group LLC49,182$2.48M0.3%+478.2%0.232%
5/7/2025Foundations Investment Advisors LLC4,474$225K0.0%-8.4%0.021%
5/7/2025Prosperity Consulting Group LLC7,802$393K0.0%-10.1%0.037%
5/7/2025Carrera Capital Advisors1,935,395$97.46M21.6%-13.7%9.121%
5/6/2025Cetera Investment Advisers14,507$730K0.0%N/A0.068%
5/6/2025a16z Perennial Management L.P.1,392,000$70.09M8.0%N/A6.560%
5/6/2025AE Wealth Management LLC2,742$138K0.0%-59.0%0.013%
5/6/2025Blume Capital Management Inc.215,019$10.83M2.4%-17.1%1.013%
5/6/2025WT Wealth Management16,346$823K0.3%-18.4%0.077%
5/5/2025STAR Financial Bank14,657$738K0.5%+209.9%0.069%
5/2/2025Sigma Planning Corp153,449$7.73M0.2%+8.0%0.723%
5/1/2025CWM LLC74,436$3.75M0.0%-15.9%0.351%
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5/1/20253EDGE Asset Management LP968,041$48.75M3.3%-4.1%4.562%
5/1/2025Diversify Wealth Management LLC116,387$5.86M0.4%-1.5%0.548%
4/30/2025Stonebrook Private Inc.58,874$2.97M0.8%-20.3%0.277%
4/30/2025Pineridge Advisors LLC1,853,035$93.31M36.5%+514.2%8.732%
4/29/2025Envestnet Asset Management Inc.26,428$1.33M0.0%-4.9%0.125%
4/29/2025Crew Capital Management Ltd.13,198$665K0.5%+5.7%0.062%
4/29/2025Silver Oak Securities Incorporated6,776$341K0.0%+19.2%0.032%
4/28/2025Holcombe Financial Inc.16,548$833K0.7%+165.9%0.078%
4/28/2025Able Wealth Management LLC28,297$1.43M0.8%N/A0.133%
4/28/2025Oregon Pacific Wealth Management LLC8,072$406K0.4%-24.6%0.038%
4/28/2025Astoria Portfolio Advisors LLC.8,698$437K0.1%N/A0.041%
4/24/2025Etesian Wealth Advisors Inc.6,402$322K0.1%-34.8%0.030%
4/24/2025Tanager Wealth Management LLP2,230,507$112.32M14.6%+2.3%10.511%
4/23/2025Valmark Advisers Inc.9,456$476K0.0%+54.6%0.045%
4/22/2025Cambridge Investment Research Advisors Inc.90,387$4.55M0.0%+16.3%0.426%
4/22/2025Ellis Investment Partners LLC7,572$381K0.1%+81.9%0.036%
4/22/2025 Garde Capital Inc.139,735$7.04M0.4%N/A0.659%
4/21/2025Silver Oak Securities Incorporated13,907$696K0.1%+144.7%0.066%
4/17/2025Sowell Financial Services LLC8,352$421K0.0%N/A0.040%
4/17/2025Janney Montgomery Scott LLC30,915$1.56M0.0%-13.2%0.147%
4/17/2025Dynamic Advisor Solutions LLC5,500$277K0.0%N/A0.026%
4/16/2025Wealth Enhancement Advisory Services LLC25,098$1.26M0.0%-7.8%0.119%
4/16/2025Argus Investors Counsel Inc.12,641$637K0.5%+5.0%0.060%
4/15/2025Laurel Wealth Advisors LLC119,770$6.03M0.9%+5.3%0.569%
4/14/2025Portside Wealth Group LLC53,699$2.70M0.4%+2.5%0.255%
4/11/2025Signal Advisors Wealth LLC75,689$3.81M0.4%+38.9%0.359%
4/10/2025Sugar Maple Asset Management LLC27,406$1.38M1.1%+47.7%0.130%
4/10/2025Warren Street Wealth Advisors LLC92,922$4.68M1.8%+10.7%0.441%
4/10/2025Matrix Trust Co25,574$1.29M0.2%+2,231.3%0.121%
4/10/2025Portside Wealth Group LLC52,365$2.63M0.5%-35.4%0.249%
4/9/2025Sweeney & Michel LLC30,116$1.51M0.6%N/A0.143%
4/9/2025Wallace Advisory Group LLC4,020$202K0.1%-86.0%0.019%
3/17/2025Wealth 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%
2/17/2025Stonebrook Private Inc.73,898$3.71M1.0%+21.2%0.323%
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%
2/17/2025Acorn 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%
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2/14/2025Holcombe 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%
2/13/2025Envestnet 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%
(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, 142 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), Tanager Wealth Management LLP ($112.32M), Carrera Capital Advisors ($97.46M), Pineridge Advisors LLC ($93.31M), a16z Perennial Management L.P. ($70.09M), 3EDGE Asset Management LP ($48.75M), and SoundView Advisors Inc. ($24.79M).Learn more on BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's institutional investors.

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

Of the 129 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: Portside Wealth Group LLC ($14.55M), 3EDGE Asset Management LP ($7.99M), Pineridge Advisors LLC ($3.96M), a16z Perennial Management L.P. ($3.54M), Cetera Investment Advisers ($2.49M), Cetera Advisor Networks LLC ($2.48M), and Carrera Capital Advisors ($2.24M).

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

Institutional investors have bought a total of 10,877,676 shares in the last 24 months. This purchase volume represents approximately $547.46M in transactions.

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

Of the 68 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: 3EDGE Asset Management LP ($1.58M), Orion Portfolio Solutions LLC ($536.08K), Aptus Capital Advisors LLC ($475.61K), Thrivent Financial for Lutherans ($428.03K), Guardian Wealth Advisors LLC NC ($411.72K), Townsquare Capital LLC ($382.63K), and Carrera Capital Advisors ($307.72K).

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

Institutional investors have sold a total of 5,992,320 shares in the last 24 months. This volume of shares sold represents approximately $301.23M in transactions.


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This page (NYSEARCA:XHLF) was last updated on 7/4/2025 by MarketBeat.com Staff
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