Who Owns BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV)?Hedge Fund & Institutional Holders

$49.23-0.02 (-0.04%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.245200037000001e+207T

% of Float Held

QoQ Change in Holders

+9 / -5

Price History

$47.45$48.17$48.88$49.60$50.31Sep 24Jun 25Mar 26

XFIV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WELLS FARGO & COMPANY/MNIncreased+990K+$48.0B
Donoghue Forlines LLCNew Position+664K+$32.8B
BANK OF AMERICA CORP /DE/Increased+192K+$15.0B
Capital Investment Counsel, LLCNew Position+298K+$14.7B
Mattson Financial Services, LLCNew Position+143K+$7.1B
Gradient Investments LLCIncreased+125K+$6.1B
Royal Harbor Partners, LLCNew Position+91K+$4.5B
Financial Guidance Group, Inc.New Position+75K+$3.7B
Nemes Rush Group LLCIncreased+66K+$2.3B
Mach-1 Financial Group, LLCNew Position+39K+$1.9B
Belpointe Asset Management LLCNew Position+10K+$509.0M
WealthPlan Investment Management, LLCNew Position+9K+$468.0M
Aptus Capital Advisors, LLCIncreased+22K+$388.2M
Spectrum Financial Alliance Ltd LLCNew Position+8K+$382.0M
Paladin Wealth, LLCIncreased+5K+$237.3M

XFIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GTS SECURITIES LLCClosed Position-29K-$1.4B
Tower Research Capital LLC (TRC)Closed Position-26K-$1.3B
Endurance Services LtdClosed Position-24K-$1.2B
Wealthcare Advisory Partners LLCDecreased-11K-$552.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-5K-$228.3M
NewEdge Advisors, LLCClosed Position-4K-$207.9M
Blume Capital Management, Inc.Decreased-500-$26K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Gradient Investments LLC1,262,202$62.5B0.99%Share
2WELLS FARGO & COMPANY/MN756,042$37.0B0.01%Share
3Donoghue Forlines LLC663,905$32.8B10.16%Share
4Capital Investment Counsel, LLC297,741$14.7B2.05%Share
5Nemes Rush Group LLC282,328$13.0B1.22%Share
6WELLS FARGO & COMPANY/MN233,636$11.0B0.00%Share
7BANK OF AMERICA CORP /DE/193,423$9.0B0.00%Share
8Mattson Financial Services, LLC143,475$7.1B1.66%Share
9BANK OF AMERICA CORP /DE/139,314$6.0B0.00%Share
10Royal Harbor Partners, LLC91,047$4.5B1.49%Share
11Brown Financial Advisors76,432$3.8B1.38%Share
12Financial Guidance Group, Inc.74,892$3.7B1.52%Share
13Aptus Capital Advisors, LLC74,892$3.0B0.02%Share
14Paladin Wealth, LLC46,990$2.3B1.59%Share
15Mach-1 Financial Group, LLC39,350$1.9B0.40%Share
16Wealthcare Advisory Partners LLC24,556$1.2B0.02%Share
17Able Wealth Management LLC23,592$1.2B0.37%Share
18CITADEL ADVISORS LLC24,622$1.0B0.00%Share
19Belpointe Asset Management LLC10,288$509.0M0.02%Share
20WealthPlan Investment Management, LLC8,532$422.0M0.03%Share
21Spectrum Financial Alliance Ltd LLC7,731$382.0M0.08%Share
22SILVER OAK SECURITIES, INCORPORATED4,679$232.0M0.02%Share
23COMERICA BANK1,058$52.0M0.00%Share
24WealthPlan Investment Management, LLC940$46.0M0.00%Share
25Municipal Employees' Retirement System of Michigan704,064$34.8M0.39%Share
26COMERICA BANK165$8.0M0.00%Share
27UBS Group AG142$7.0M0.00%Share
28Janney Montgomery Scott LLC50,501$2.0M0.00%Share
29Blume Capital Management, Inc.36,790$1.8M0.33%Share
30Safe Harbor Wealth Advisors, LLC22,719$1.1M1.09%Share
31JANE STREET GROUP, LLC34,581$1.0M0.00%Share
32CWM, LLC11,705$579K0.00%Share
33NBC SECURITIES, INC.220$10K0.00%Share
34Meridian Wealth Management, LLC186,893$9K0.00%Share
35AE Wealth Management LLC94,708$4K0.00%Share
36AE Wealth Management LLC45,767$2K0.00%Share
37AE Wealth Management LLC42,375$2K0.00%Share
38AE Wealth Management LLC26,476$1K0.00%Share
39AE Wealth Management LLC39,350$1K0.00%Share
40AE Wealth Management LLC29,388$1K0.00%Share
41AE Wealth Management LLC990$00.00%Share
42AE Wealth Management LLC1,471$00.00%Share
43Global Retirement Partners, LLC312$00.00%Share
44MORGAN STANLEY66$00.00%Share
45AE Wealth Management LLC3,675$00.00%Share
46AE Wealth Management LLC194$00.00%Share
47AE Wealth Management LLC650$00.00%Share
48AE Wealth Management LLC3,175$00.00%Share
49AE Wealth Management LLC3,170$00.00%Share
50AE Wealth Management LLC929$00.00%Share

XFIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$217.5B+16
Q3 202522$84.5B-11
Q2 202533$103.2B+4
Q1 202529$84.9B+10
Q4 202419$63.4B+7
Q3 202412$722.7B-2
Q2 202414$1.2T+2
Q1 202412$3.0T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold XFIV (BondBloxx Bloomberg Five Year Target Duration US Treasury ETF). The largest holder is Gradient Investments LLC with $62.5B in shares. This quarter, 9 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own XFIV?

As of Q4 2025, 50 institutional investors report holding XFIV (BondBloxx Bloomberg Five Year Target Duration US Treasury ETF) in their 13F filings.

Who is the largest institutional holder of XFIV?

The largest institutional holder of XFIV is Gradient Investments LLC with $62.5B in shares.

Is institutional ownership of XFIV increasing or decreasing?

This quarter, 9 institutions opened new positions in XFIV and 5 closed their positions.