Who Owns BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF)?Hedge Fund & Institutional Holders

$50.27+0.03 (+0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.067032411061255e+212T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$50.16$50.23$50.30$50.38$50.45Sep 24Jun 25Mar 26

XHLF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Q3 Asset ManagementNew Position+4.8M+$241.1M
Carrera Capital AdvisorsNew Position+2.5M+$125.5M
Tanager Wealth Management LLPNew Position+1.8M+$88.2M
a16z Perennial Management, L.P.New Position+1.4M+$69.9M
3EDGE Asset Management, LPNew Position+655K+$32.9M
JDM Financial Group LLCNew Position+552K+$27.8M
SoundView Advisors Inc.New Position+519K+$26.1M
SILVER OAK SECURITIES, INCORPORATEDNew Position+342K+$17.2M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+317K+$16.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+171K+$8.0M
Strait & Sound Wealth Management LLCNew Position+136K+$6.8M
CAMBIENT FAMILY OFFICE, LLCNew Position+128K+$6.5M
Warren Street Wealth Advisors, LLCNew Position+128K+$6.5M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+326K+$6.1M
Measured Risk Portfolios, Inc.New Position+103K+$5.2M

XHLF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
POTOMAC FUND MANAGEMENT INC /ADVDecreased-797K-$447.9B
TOTAL INVESTMENT MANAGEMENT INCDecreased-21K-$92.1B
MORGAN STANLEYDecreased-89K-$17.8B
Blume Capital Management, Inc.Decreased-188K-$12.1B
MML INVESTORS SERVICES, LLCDecreased-46K-$10.2B
WELLS FARGO & COMPANY/MNDecreased-81K-$9.9B
Aptus Capital Advisors, LLCDecreased-38K-$8.2B
Kovitz Investment Group Partners, LLCClosed Position-158K-$8.0B
Sigma Planning CorpDecreased-1K-$7.9B
GUARDIAN WEALTH ADVISORS, LLC / NCDecreased-38K-$7.7B
STIFEL FINANCIAL CORPDecreased-130K-$6.8B
Hobbs Group Advisors, LLCDecreased-27K-$4.8B
Stonebrook Private Inc.Decreased-55K-$3.9B
SUMMIT WEALTH GROUP LLC / COClosed Position-72K-$3.6B
CARY STREET PARTNERS FINANCIAL LLCDecreased-10K-$3.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1POTOMAC FUND MANAGEMENT INC /ADV8,093,603$406.7M14.99%Share
2Q3 Asset Management4,798,145$241.1M55.19%Share
3Carrera Capital Advisors2,489,784$125.5M21.10%Share
4TOTAL INVESTMENT MANAGEMENT INC1,806,717$90.8M11.65%Share
5Tanager Wealth Management LLP1,754,195$88.2M8.80%Share
6a16z Perennial Management, L.P.1,392,000$69.9M5.25%Share
73EDGE Asset Management, LP655,369$32.9M1.71%Share
8JDM Financial Group LLC552,344$27.8M10.78%Share
9SoundView Advisors Inc.519,214$26.1M9.10%Share
10BANK OF AMERICA CORP /DE/512,050$25.0M0.00%Share
11BANK OF MONTREAL /CAN/461,917$23.0M0.01%Share
12ROYAL BANK OF CANADA434,720$21.0M0.00%Share
13SILVER OAK SECURITIES, INCORPORATED342,051$17.2M1.16%Share
14BANK OF AMERICA CORP /DE/352,357$17.0M0.00%Share
15EVERGREEN CAPITAL MANAGEMENT LLC316,767$16.0M0.36%Share
16MORGAN STANLEY265,482$13.0M0.00%Share
17Advisors Preferred, LLC239,600$12.0M1.96%Share
18Signal Advisors Wealth, LLC232,542$11.7M0.93%Share
19Cetera Investment Advisers200,942$10.0M0.01%Share
20Stadion Money Management, LLC172,629$8.7M0.70%Share
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO325,635$8.6M0.01%Share
22ENVESTNET ASSET MANAGEMENT INC171,164$8.0M0.00%Share
23Sigma Planning Corp155,773$7.8M0.22%Share
24Laurel Wealth Advisors LLC146,400$7.4M0.97%Share
25Focus Partners Wealth156,637$7.0M0.01%Share
26MML INVESTORS SERVICES, LLC156,704$7.0M0.02%Share
27Strait & Sound Wealth Management LLC135,883$6.8M2.54%Share
28DIVERSIFY WEALTH MANAGEMENT, LLC135,484$6.8M0.32%Share
29CAMBIENT FAMILY OFFICE, LLC128,246$6.5M0.92%Share
30Warren Street Wealth Advisors, LLC128,392$6.5M1.84%Share
31Aptus Capital Advisors, LLC124,672$6.0M0.04%Share
32GUARDIAN WEALTH ADVISORS, LLC / NC114,335$5.7M0.36%Share
33Measured Risk Portfolios, Inc.103,216$5.2M5.14%Share
34Bulwark Capital Corp97,339$4.9M3.48%Share
35STAR Financial Bank97,289$4.9M2.50%Share
36Strong Retirement Solutions LLC95,630$4.8M3.24%Share
37North Forty Two & Co.87,395$4.4M4.14%Share
38eCIO, Inc.82,929$4.2M1.94%Share
39Oliver Luxxe Assets LLC82,242$4.1M0.63%Share
40WELLS FARGO & COMPANY/MN80,789$4.0M0.00%Share
41Cambridge Investment Research Advisors, Inc.84,900$4.0M0.01%Share
42Encompass More Asset Management72,465$3.6M0.67%Share
43Hobbs Group Advisors, LLC67,506$3.4M1.02%Share
44Beacon Capital Management, Inc.60,703$3.0M0.16%Share
45Empowered Funds, LLC78,250$3.0M0.02%Share
46CARY STREET PARTNERS FINANCIAL LLC53,509$2.7M0.07%Share
47Blume Capital Management, Inc.52,608$2.6M0.48%Share
48Able Wealth Management LLC41,414$2.1M0.66%Share
49Portside Wealth Group, LLC40,965$2.1M0.28%Share
50GOLDMAN SACHS GROUP INC51,528$2.0M0.00%Share

XHLF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025128$1.5B+51
Q3 202577$801.4B-48
Q2 2025125$969.5B+21
Q1 2025104$691.1B+22
Q4 202482$59.0T+20
Q3 202462$228.0T-3
Q2 202465$405.8T+14
Q1 202451$413.4T—

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As of Q4 2025, 50 institutional investors hold XHLF (BondBloxx Bloomberg Six Month Target Duration US Treasury ETF). The largest holder is POTOMAC FUND MANAGEMENT INC /ADV with $406.7M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own XHLF?

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

Who is the largest institutional holder of XHLF?

The largest institutional holder of XHLF is POTOMAC FUND MANAGEMENT INC /ADV with $406.7M in shares.

Is institutional ownership of XHLF increasing or decreasing?

This quarter, 14 institutions opened new positions in XHLF and 2 closed their positions.