Who Owns BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$5.06000034130002e+37T
% of Float Held
—
QoQ Change in Holders
+8 / -2
Price History
TXXI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | New Position | +100K | +$5.1B |
| Balance Wealth, LLC | New Position | +10K | +$490.0M |
| Inspire Advisors, LLC | New Position | +6K | +$321.0M |
| BCGM Wealth Management, LLC | Increased | +3K | +$173.5M |
| CAPTRUST FINANCIAL ADVISORS | New Position | +57K | +$2.0M |
| CWM, LLC | New Position | +8K | +$392K |
| Coppell Advisory Solutions LLC | New Position | +7K | +$330K |
| CFS Investment Advisory Services, LLC | New Position | +4K | +$202K |
| THRIVENT FINANCIAL FOR LUTHERANS | New Position | +6K | +$0 |
| Orion Porfolio Solutions, LLC | Increased | +13K | +$-204.0M |
TXXI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Closed Position | -10K | -$513.2M |
| CITADEL ADVISORS LLC | Closed Position | -4K | -$221.6M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | 100,000 | $5.1B | 2.66% | Share |
| 2 | BCGM Wealth Management, LLC | 67,465 | $3.4B | 0.87% | Share |
| 3 | Orion Porfolio Solutions, LLC | 56,242 | $2.0B | 0.01% | Share |
| 4 | Balance Wealth, LLC | 9,691 | $490.0M | 0.16% | Share |
| 5 | Inspire Advisors, LLC | 6,347 | $321.0M | 0.03% | Share |
| 6 | CAPTRUST FINANCIAL ADVISORS | 57,360 | $2.0M | 0.00% | Share |
| 7 | CWM, LLC | 7,750 | $392K | 0.00% | Share |
| 8 | Coppell Advisory Solutions LLC | 6,543 | $330K | 0.00% | Share |
| 9 | CFS Investment Advisory Services, LLC | 4,000 | $202K | 0.01% | Share |
| 10 | THRIVENT FINANCIAL FOR LUTHERANS | 5,940 | $0 | 0.00% | Share |
TXXI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $11.3B | +6 |
| Q3 2025 | 4 | $6.2B | -2 |
| Q2 2025 | 6 | $9.2B | +3 |
| Q1 2025 | 3 | $8.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold TXXI (BondBloxx IR+M Tax-Aware Intermediate Duration ETF). The largest holder is INCOME RESEARCH & MANAGEMENT with $5.1B in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own TXXI?
As of Q4 2025, 10 institutional investors report holding TXXI (BondBloxx IR+M Tax-Aware Intermediate Duration ETF) in their 13F filings.
Who is the largest institutional holder of TXXI?
The largest institutional holder of TXXI is INCOME RESEARCH & MANAGEMENT with $5.1B in shares.
Is institutional ownership of TXXI increasing or decreasing?
This quarter, 8 institutions opened new positions in TXXI and 2 closed their positions.