BondBloxx Bloomberg Six Month Target Duration US Treasury

XHLF • ARCA

BondBloxx Bloomberg Six Month Target Duration US Treasury is an exchange-traded fund on ARCA. As of Q3 2025, 132 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. POTOMAC FUND MANAGEMENT INC /ADV is the largest holder with a position valued at $448.3M.

Overview

Overview of institutional ownership in XHLF as of Q3 2025

All Institutions

Institutions: 132
Value Held: $1.6B
Shares Held: 31.5M
Avg Position: $12.0M
Median Position: $770.3K

Hedge Funds

Hedge Funds: 1
Value Held: $211.7K
Shares Held: 4.2K
Avg Position: $211.7K
Median Position: $211.7K

Biggest Investors

Institutions with the largest positions in XHLF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	Manish Kumar Khatta CEO	$448.3M 19.08% of portfolio	8.9M shares	Q2 2025 Held for 5 months	$2.3B
Q Q3 Asset Management Long Only Manager	Bradford Nicholas Giaimo President	$175.9M 61.06% of portfolio	3.5M shares	Q2 2025 Held for 5 months	$288.1M
Carrera Capital Advisors RIA/Wealth	Keith Nichol CEO	$118.7M 22.50% of portfolio	2.4M shares	Q3 2024 Held for 1y 2m	$527.5M
P Pineridge Advisors LLC Institution	-	$107.5M 30.79% of portfolio	2.1M shares	Q4 2023 Held for 1y 11m	$349.3M
Tanager Wealth Management LLP RIA/Wealth	Kristopher Karr Heck Managing Partner	$103.8M 10.90% of portfolio	2.1M shares	Q4 2022 Held for 2y 11m	$952.4M
T TOTAL INVESTMENT MANAGEMENT INC Institution	-	$92.1M 11.98% of portfolio	1.8M shares	Q2 2025 Held for 5 months	$769.3M
a16z Perennial Management, L.P. Fund of Funds	Michel Attila Del Buono CIO	$70.2M 11.38% of portfolio	1.4M shares	Q4 2023 Held for 1y 11m	$616.9M
3EDGE Asset Management, LP Long Only Manager	Stephen Joseph Cucchiaro CEO	$42.4M 2.44% of portfolio	840.3K shares	Q2 2023 Held for 2y 5m	$1.7B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$36.5M 0.00% of portfolio	723.7K shares	Q2 2023 Held for 2y 5m	$1.33T
JDM Financial Group LLC RIA/Wealth	Jeffrey David Munjack Managing Partner	$26.6M 11.15% of portfolio	527.3K shares	Q2 2024 Held for 1y 5m	$238.5M

Net Capital Flow

Institutional buying and selling activity for XHLF in Q3 2025

Traded: +$270.4M
Buyers: 72
Sellers: 69
Total Bought: +$349.0M
Total Sold: −$78.6M
Avg Position: $10.4M

Biggest Buyers

Institution	Net Bought	Current Position
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	+$230.7M +4.6M shares	$448.3M 8.9M shares
Pasadena Private Wealth, LLC RIA/Wealth	+$20.4M +404.5K shares	$20.4M 404.5K shares
JDM Financial Group LLC RIA/Wealth	+$13.9M +275.1K shares	$26.6M 527.3K shares
P Pineridge Advisors LLC Institution	+$11.1M +220.2K shares	$107.5M 2.1M shares
Beacon Capital Management, Inc. RIA/Wealth	+$8.7M +172.6K shares	$8.7M 172.6K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$8.4M +166.3K shares	$8.8M 175.5K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	+$6.7M +133.7K shares	$7.5M 148.0K shares
Cetera Investment Advisers RIA/Wealth	+$5.3M +105.5K shares	$9.7M 192.8K shares
Carrera Capital Advisors RIA/Wealth	+$5.0M +99.9K shares	$118.7M 2.4M shares
BANK OF AMERICA CORP /DE/ Institution	+$4.7M +92.7K shares	$36.5M 723.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
SoundView Advisors Inc. RIA/Wealth	−$25.7M −511.0K shares	Sold Off 0 shares
WELLS FARGO & COMPANY/MN Institution	−$13.8M −274.3K shares	$9.9M 195.9K shares
Tanager Wealth Management LLP RIA/Wealth	−$7.2M −143.0K shares	$103.8M 2.1M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$4.3M −84.5K shares	$13.3M 263.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.0M −39.6K shares	$287.1K 5.7K shares
Legacy Capital Group California, Inc. RIA/Wealth	−$2.0M −39.0K shares	$1.2M 23.0K shares
T TOTAL INVESTMENT MANAGEMENT INC Institution	−$1.7M −33.2K shares	$92.1M 1.8M shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	−$1.6M −32.2K shares	$7.7M 152.3K shares
Aptus Capital Advisors, LLC ETF Provider	−$1.6M −32.2K shares	$8.2M 162.6K shares
BANK OF MONTREAL /CAN/ Institution	−$1.4M −28.5K shares	$24.1M 477.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited XHLF in Q3 2025

New Positions: 17
New Value: $20.3M
Exited Positions: 21
Exited Value: $34.2M

New Positions

Institution	Position Value
Beacon Capital Management, Inc. RIA/Wealth	$8.7M 172.6K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$3.6M 72.5K shares
North Forty Two & Co. RIA/Wealth	$2.7M 52.6K shares
eCIO, Inc. RIA/Wealth	$1.8M 36.4K shares
Note Advisors, LLC RIA/Wealth	$788.7K 15.6K shares
Harvest Investment Services, LLC RIA/Wealth	$639.6K 12.7K shares
Lido Advisors, LLC RIA/Wealth	$512.5K 10.2K shares
CFS Investment Advisory Services, LLC RIA/Wealth	$492.0K 9.8K shares
ABLE Financial Group, LLC RIA/Wealth	$358.0K 7.1K shares
Mariner Wealth Advisors, LLC RIA/Wealth	$207.8K 4.1K shares

Exited Positions

Institution	Previous Position
SoundView Advisors Inc. RIA/Wealth	$25.7M 511.0K shares
Maridea Wealth Management LLC RIA/Wealth	$1.3M 25.4K shares
London & Capital Asset Management Ltd Digital Asset Manager	$1.1M 20.9K shares
Ausdal Financial Partners, Inc. RIA/Wealth	$1.0M 20.3K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$1.0M 19.9K shares
Change Path, LLC RIA/Wealth	$643.9K 12.8K shares
C CI Private Wealth, LLC RIA/Wealth	$523.9K 10.4K shares
Legacy Capital Wealth Partners, LLC RIA/Wealth	$514.3K 10.2K shares
Bank of New York Mellon Corp Institution	$340.1K 6.8K shares
P Private Advisory Group LLC RIA/Wealth	$331.6K 6.6K shares

Options Activity

Institutions with the largest Call and Put options positions in XHLF 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 XHLF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Q Q3 Asset Management Long Only Manager	Bradford Nicholas Giaimo President	61.06% $175.9M	3.5M shares	Q2 2025 Held for 5 months	$288.1M
P Pineridge Advisors LLC Institution	-	30.79% $107.5M	2.1M shares	Q4 2023 Held for 1y 11m	$349.3M
Carrera Capital Advisors RIA/Wealth	Keith Nichol CEO	22.50% $118.7M	2.4M shares	Q3 2024 Held for 1y 2m	$527.5M
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	Manish Kumar Khatta CEO	19.08% $448.3M	8.9M shares	Q2 2025 Held for 5 months	$2.3B
T TOTAL INVESTMENT MANAGEMENT INC Institution	-	11.98% $92.1M	1.8M shares	Q2 2025 Held for 5 months	$769.3M
a16z Perennial Management, L.P. Fund of Funds	Michel Attila Del Buono CIO	11.38% $70.2M	1.4M shares	Q4 2023 Held for 1y 11m	$616.9M
JDM Financial Group LLC RIA/Wealth	Jeffrey David Munjack Managing Partner	11.15% $26.6M	527.3K shares	Q2 2024 Held for 1y 5m	$238.5M
Tanager Wealth Management LLP RIA/Wealth	Kristopher Karr Heck Managing Partner	10.90% $103.8M	2.1M shares	Q4 2022 Held for 2y 11m	$952.4M
M Measured Risk Portfolios, Inc. RIA/Wealth	Lawrence Douglas Kriesmer President	5.29% $4.9M	96.5K shares	Q4 2024 Held for 11 months	$92.0M
Pasadena Private Wealth, LLC RIA/Wealth	Simon Matthew Holford CEO	2.95% $20.4M	404.5K shares	Q3 2025 Held for 2 months	$692.0M

Hedge Fund Spotlight

Discover hedge funds investing in XHLF

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in BondBloxx Bloomberg Six Month Target Duration US Treasury

Market Value: $211.7K
Shares Held: 4.2K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%