Who Owns BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents (TAXM)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$5026020.3T
% of Float Held
—
QoQ Change in Holders
+3 / -0
Price History
TAXM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | New Position | +100K | +$5.0B |
| Plum Street Advisors, LLC | New Position | +6K | +$306.0M |
| GOLDMAN SACHS GROUP INC | New Position | +8K | +$0 |
| CITADEL ADVISORS LLC | Increased | +4K | +$-476.7M |
| JANE STREET GROUP, LLC | Increased | +9K | +$-521.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | 100,000 | $5.0B | 2.64% | Share |
| 2 | Plum Street Advisors, LLC | 6,091 | $306.0M | 0.11% | Share |
| 3 | JANE STREET GROUP, LLC | 18,988 | $0 | 0.00% | Share |
| 4 | CITADEL ADVISORS LLC | 13,560 | $0 | 0.00% | Share |
| 5 | GOLDMAN SACHS GROUP INC | 7,695 | $0 | 0.00% | Share |
TAXM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $5.3B | +3 |
| Q3 2025 | 2 | $997.7M | -2 |
| Q2 2025 | 4 | $6.0B | +1 |
| Q1 2025 | 3 | $6.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold TAXM (BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents). The largest holder is INCOME RESEARCH & MANAGEMENT with $5.0B in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own TAXM?
As of Q4 2025, 5 institutional investors report holding TAXM (BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents) in their 13F filings.
Who is the largest institutional holder of TAXM?
The largest institutional holder of TAXM is INCOME RESEARCH & MANAGEMENT with $5.0B in shares.
Is institutional ownership of TAXM increasing or decreasing?
This quarter, 3 institutions opened new positions in TAXM and 0 closed their positions.