Who Owns TAXX?
BondBloxx IR+M Tax-Aware Short Duration ETF — Institutional Ownership & 13F Holdings
$50.64
+0.02 (+0.04%)
Market Cap
$258.4M
Shares Outstanding
5,589,799
Institutional Holders
26
Total Inst. Value
$43.5M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
10
Closed Positions
2
Increased
11
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | One Capital Management, LLC | $9.5M | 188,058 |
| 2 | Delos Wealth Advisors, LLC | $7.0M | 139,094 |
| 3 | Tanager Wealth Management LLP | $6.3M | 123,918 |
| 4 | INCOME RESEARCH & MANAGEMENTNew | $5.1M | 100,000 |
| 5 | BCGM Wealth Management, LLC | $4.4M | 87,170 |
| 6 | Balance Wealth, LLCNew | $1.7M | 33,975 |
| 7 | Guardian Financial Partners, LLCNew | $1.5M | 29,278 |
| 8 | JDM Financial Group LLC | $1.5M | 28,702 |
| 9 | Sound Income Strategies, LLC | $939K | 18,571 |
| 10 | Integrated Wealth Concepts LLC | $921K | 18,206 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| One Capital Management, LLC | +10K | $9.5M |
| Delos Wealth Advisors, LLC | +19K | $7.0M |
| Tanager Wealth Management LLP | +14K | $6.3M |
| INCOME RESEARCH & MANAGEMENTNew | +100K | $5.1M |
| BCGM Wealth Management, LLC | +19K | $4.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -3K | $430K |
| Blume Capital Management, Inc. | -300 | $361K |
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Frequently Asked Questions
How many institutional investors hold TAXX?
As of Q1 2025, 26 institutional investors report holding TAXX (BondBloxx IR+M Tax-Aware Short Duration ETF) in their 13F filings.
Which hedge fund owns the most TAXX?
The largest institutional holder of TAXX is One Capital Management, LLC with $9.5M in shares.
Are institutions buying or selling TAXX?
This quarter, 10 institutions opened new positions in TAXX and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.