B
BondBloxx Bloomberg Five Year Target Duration US Treasury
XFIV • ARCA
BondBloxx Bloomberg Five Year Target Duration US Treasury is an exchange-traded fund on ARCA. As of Q3 2025, 38 institutional investors hold shares in this ETF, with total holdings valued at $205.0M. Gradient Investments LLC is the largest holder with a position valued at $56.3M.
Overview
Overview of institutional ownership in XFIV as of Q3 2025
All Institutions
- Institutions
- 38
- Value Held
- $205.0M
- Shares Held
- 4.1M
- Avg Position
- $5.4M
- Median Position
- $1.2M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $783.8K
- Shares Held
- 15.8K
- Avg Position
- $783.8K
- Median Position
- $783.8K
Biggest Investors
Institutions with the largest positions in XFIV as of Q3 2025
| Institution | Position Value |
|---|---|
 Gradient Investments LLC RIA/Wealth | $56.3M 0.98% of portfolio |
P Pineridge Advisors LLC Institution | $36.2M 10.35% of portfolio |
$34.9M 0.42% of portfolio | |
 AE Wealth Management LLC RIA/Wealth | $15.4M 0.10% of portfolio |
N Nemes Rush Group LLC Institution | $10.7M 1.06% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $7.0M 0.00% of portfolio |
 Capital Investment Counsel, LLC RIA/Wealth | $7.0M 1.04% of portfolio |
 Mattson Financial Services, LLC RIA/Wealth | $6.2M 1.52% of portfolio |
 Royal Harbor Partners, LLC RIA/Wealth | $4.4M 1.49% of portfolio |
B Brown Financial Advisors RIA/Wealth | $3.8M 1.45% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XFIV in Q3 2025
- Traded
- +$62.1M
- Buyers
- 29
- Sellers
- 8
- Total Bought
- +$63.7M
- Total Sold
- −$1.5M
- Avg Position
- $4.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
P Pineridge Advisors LLC Institution | +$36.1M +728.8K shares |
Capital Investment Counsel, LLC RIA/Wealth | +$7.0M +141.0K shares |
AE Wealth Management LLC RIA/Wealth | +$5.1M +103.6K shares |
Gradient Investments LLC RIA/Wealth | +$3.7M +75.5K shares |
N Nemes Rush Group LLC Institution | +$2.9M +57.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.3M +46.3K shares |
G GTS SECURITIES LLC Institution | +$1.4M +28.7K shares |
T Tower Research Capital LLC Institution | +$1.3M +25.9K shares |
 Kingdom Financial Group LLC. RIA/Wealth | +$585.9K +11.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$539.1K +10.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | −$541.8K −11.0K shares |
J JANE STREET GROUP, LLC Institution | −$401.9K −8.1K shares |
 Sunbelt Securities, Inc. RIA/Wealth | −$328.0K −6.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$153.8K −3.1K shares |
B Beacon Capital Management, LLC RIA/Wealth | −$44.7K −907.0 shares |
Royal Harbor Partners, LLC RIA/Wealth | −$29.8K −601.0 shares |
 Hanson McClain, Inc. RIA/Wealth | −$16.1K −327.0 shares |
 MORGAN STANLEY RIA/Wealth | −$49.5 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XFIV in Q3 2025
- New Positions
- 9
- New Value
- $11.0M
- Exited Positions
- 4
- Exited Value
- $930.7K
New Positions
| Institution | Position Value |
|---|---|
Capital Investment Counsel, LLC RIA/Wealth | $7.0M 141.0K shares |
G GTS SECURITIES LLC Institution | $1.4M 28.7K shares |
T Tower Research Capital LLC Institution | $1.3M 25.9K shares |
Kingdom Financial Group LLC. RIA/Wealth | $585.9K 11.8K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $340.0K 6.9K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | $231.4K 4.7K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $143.8K 2.9K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $18.6K 375.0 shares |
 WELLS FARGO & COMPANY/MN Institution | $248.0 5.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $541.8K 11.0K shares |
Sunbelt Securities, Inc. RIA/Wealth | $328.0K 6.8K shares |
B Beacon Capital Management, LLC RIA/Wealth | $44.7K 907.0 shares |
Hanson McClain, Inc. RIA/Wealth | $16.1K 327.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in XFIV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XFIV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P Pineridge Advisors LLC Institution | 10.35% $36.2M |
P Paladin Wealth, LLC Institution | 1.58% $2.1M |
Mattson Financial Services, LLC RIA/Wealth | 1.52% $6.2M |
Royal Harbor Partners, LLC RIA/Wealth | 1.49% $4.4M |
B Brown Financial Advisors RIA/Wealth | 1.45% $3.8M |
 Financial Guidance Group, Inc. RIA/Wealth | 1.19% $2.6M |
N Nemes Rush Group LLC Institution | 1.06% $10.7M |
Capital Investment Counsel, LLC RIA/Wealth | 1.04% $7.0M |
Gradient Investments LLC RIA/Wealth | 0.98% $56.3M |
Kingdom Financial Group LLC. RIA/Wealth | 0.50% $585.9K |
Hedge Fund Spotlight
Discover hedge funds investing in XFIV
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
B
Position in BondBloxx Bloomberg Five Year Target Duration US Treasury
- Market Value
- $783.8K
- Shares Held
- 15.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
