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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) Institutional Ownership

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF logo
$50.30 +0.03 (+0.06%)
Closing price 02/21/2025 04:10 PM Eastern
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$50.30 0.00 (-0.01%)
As of 02/21/2025 04:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$668.22M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$359.58M
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XHLF Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Strait & Sound Wealth Management LLC238,905$11.99M5.6%-6.3%1.043%
2/18/2025 JDM Financial Group LLC367,857$18.46M9.6%+27.6%1.606%
2/17/2025 Stadion Money Management LLC192,862$9.68M0.8%-2.7%0.842%
2/17/2025 Stonebrook Private Inc.73,898$3.71M1.0%+21.2%0.323%
2/17/2025 Measured Risk Portfolios Inc.27,476$1.38M1.4%N/A0.120%
2/17/2025 Guardian Wealth Advisors LLC NC212,568$10.67M0.8%-66.0%0.928%
2/17/2025 Focus Partners Wealth14,823$747K0.0%N/A0.065%
2/17/2025 Cary Street Partners Financial LLC62,068$3.12M0.1%N/A0.271%
2/17/2025 Bank of America Corp DE423,104$21.23M0.0%+60.7%1.847%
2/17/2025 Aptus Capital Advisors LLC223,642$11.22M0.1%-64.8%0.976%
2/17/2025 Acorn Financial Advisory Services Inc. ADV14,792$742K0.1%+62.1%0.065%
2/14/2025 Jane Street Group LLC73,411$3.68M0.0%+520.7%0.320%
2/14/2025 Prosperity Consulting Group LLC8,678$435K0.0%-71.0%0.038%
2/14/2025 Kovitz Investment Group Partners LLC165,569$8.31M0.0%-3.4%0.723%
2/14/2025 Susquehanna International Group LLP72,247$3.63M0.0%+166.1%0.315%
2/14/2025 MML Investors Services LLC211,337$10.61M0.0%+292.2%0.922%
2/14/2025 Holcombe Financial Inc.6,224$312K0.3%N/A0.027%
2/13/2025 Evergreen Capital Management LLC46,458$2.33M0.1%N/A0.203%
2/13/2025 Townsquare Capital LLC274,694$13.78M0.2%-42.2%1.199%
2/13/2025 Bank of Montreal Can283,120$14.21M0.0%+12.9%1.236%
2/13/2025 Certior Financial Group LLC8,570$430K0.4%N/A0.037%
2/13/2025 Envestnet Asset Management Inc.27,782$1.39M0.0%-35.9%0.121%
2/12/2025 RWA Wealth Partners LLC8,025$403K0.0%-42.4%0.035%
2/12/2025 Hobbs Group Advisors LLC100,514$5.04M1.9%+15.7%0.439%
2/12/2025 Orion Portfolio Solutions LLC30,896$1.55M0.0%-93.6%0.135%
2/10/2025 Thrivent Financial for Lutherans108,707$5.46M0.0%-0.7%0.474%
2/10/2025 BlackDiamond Wealth Management LLC9,155$459K0.3%-48.0%0.040%
2/10/2025 Corient Private Wealth LLC4,048$203K0.0%-48.3%0.018%
2/10/2025 Blume Capital Management Inc.259,429$13.02M2.9%+9.9%1.132%
2/10/2025 Commonwealth Equity Services LLC5,529$277K0.0%-95.5%0.024%
2/10/2025 Avantax Advisory Services Inc.89,544$4.49M0.0%-11.1%0.391%
2/10/2025 Farther Finance Advisors LLC2,561$129K0.0%-86.3%0.011%
2/7/2025 HighTower Advisors LLC9,462$475K0.0%N/A0.041%
2/7/2025 SoundView Advisors Inc.457,561$22.96M9.5%N/A1.997%
2/6/2025 Carrera Capital Advisors2,243,110$112.98M26.4%+20.1%9.791%
2/6/2025 Crew Capital Management Ltd.12,491$627K0.5%N/A0.055%
2/5/2025 WT Wealth Management20,031$1.01M0.3%-5.2%0.087%
2/4/2025 Exchange Capital Management Inc.31,339$1.57M0.2%-30.8%0.137%
2/3/2025 Sigma Planning Corp142,103$7.13M0.2%-9.4%0.620%
2/3/2025 Pasadena Private Wealth LLC4,464$224K0.0%-93.7%0.019%
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1/31/2025 Global Retirement Partners LLC4,517$227K0.0%+6.9%0.020%
1/31/2025 3EDGE Asset Management LP1,009,558$50.66M3.1%-60.4%4.407%
1/31/2025 Bank of Jackson Hole Trust1,111$56K0.0%N/A0.005%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,753$339K0.0%-9.8%0.029%
1/31/2025 Truist Financial Corp6,129$308K0.0%N/A0.027%
1/30/2025 Valmark Advisers Inc.6,116$307K0.0%N/A0.027%
1/30/2025 Ellis Investment Partners LLC4,162$209K0.0%N/A0.018%
1/30/2025 Ellis Investment Partners LLC4,162$209K0.0%N/A0.018%
1/30/2025 WealthPlan Investment Management LLC14,690$737K0.1%-26.2%0.064%
1/29/2025 Warren Street Wealth Advisors LLC83,972$4.21M1.7%-0.7%0.367%
1/29/2025 Pineridge Advisors LLC301,678$15.14M5.7%+221.9%1.317%
1/27/2025 Argus Investors Counsel Inc.12,041$604K0.4%+8.2%0.053%
1/27/2025 Silver Oak Securities Incorporated5,683$285K0.0%N/A0.025%
1/27/2025 Etesian Wealth Advisors Inc.9,812$492K0.2%-2.0%0.043%
1/27/2025 Tanager Wealth Management LLP2,179,540$109.77M14.2%+61.0%9.513%
1/27/2025 Mather Group LLC.815$41K0.0%-64.5%0.004%
1/24/2025 Oregon Pacific Wealth Management LLC10,710$537K0.5%N/A0.047%
1/22/2025 Foundations Investment Advisors LLC4,885$245K0.0%-16.1%0.021%
1/21/2025 Encompass More Asset Management65,089$3.27M1.1%+11.1%0.284%
1/17/2025 Avior Wealth Management LLC1,896$95K0.0%-13.7%0.008%
1/17/2025 Endeavor Private Wealth Inc.1,505$77K0.1%N/A0.007%
1/17/2025 Janney Montgomery Scott LLC35,626$1.79M0.0%+11.1%0.156%
1/16/2025 Sugar Maple Asset Management LLC18,552$931K0.7%N/A0.081%
1/16/2025 Diversify Wealth Management LLC118,113$5.93M0.5%-27.6%0.516%
1/15/2025 Portside Wealth Group LLC81,068$4.09M0.7%-0.8%0.354%
1/14/2025 Laurel Wealth Advisors LLC113,700$5.71M0.9%+12.8%0.496%
1/14/2025 Wallace Advisory Group LLC28,617$1.44M1.0%-48.8%0.125%
1/14/2025 Signal Advisors Wealth LLC54,485$2.74M0.3%+60.4%0.238%
1/13/2025 Matrix Trust Co1,097$55K0.0%-77.4%0.005%
12/13/2024B. Riley Wealth Advisors Inc.16,289$822K0.0%-21.4%0.071%
11/18/2024 Hobbs Group Advisors LLC86,886$4.38M1.6%-3.6%0.379%
11/18/2024 Arete Wealth Advisors LLC28,912$1.46M0.1%-52.1%0.126%
11/18/2024 Strait & Sound Wealth Management LLC254,837$12.85M6.2%-8.3%1.112%
11/18/2024 JDM Financial Group LLC288,253$14.54M7.9%+10,231.6%1.258%
11/15/2024 Executive Wealth Management LLC4,011$202K0.0%N/A0.018%
11/15/2024 MML Investors Services LLC53,891$2.72M0.0%-3.2%0.235%
11/15/2024 Orion Portfolio Solutions LLC481,918$24.31M0.5%-15.0%2.104%
11/15/2024 Jane Street Group LLC11,828$597K0.0%-89.3%0.052%
11/15/2024 Kovitz Investment Group Partners LLC171,318$8.52M0.1%N/A0.748%
11/15/2024 Stifel Financial Corp8,138$410K0.0%-44.7%0.036%
11/14/2024 Encompass More Asset Management58,600$2.96M1.1%-39.4%0.256%
11/14/2024 Flow Traders U.S. LLC36,122$1.82M0.1%-71.4%0.158%
11/13/2024 Townsquare Capital LLC475,297$23.97M0.3%-27.6%2.075%
11/13/2024 Bank of Montreal Can250,776$12.65M0.0%+8.4%1.095%
11/12/2024 Cerity Partners LLC34,086$1.72M0.0%N/A0.149%
11/12/2024 Stonebrook Private Inc.60,950$3.07M0.8%+163.4%0.266%
11/9/2024 STAR Financial Bank8,216$414K0.3%N/A0.036%
11/8/2024 Avior Wealth Management LLC2,196$111K0.0%+135.6%0.010%
11/7/2024 Thrivent Financial for Lutherans109,431$5.52M0.0%-78.5%0.478%
11/6/2024 Palo Alto Wealth Advisors LLC6,485$326K0.1%N/A0.028%
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11/5/2024 Buck Wealth Strategies LLC8,167$412K0.1%-6.3%0.036%
11/5/2024 Carrera Capital Advisors1,868,251$94.24M23.0%N/A8.155%
11/5/2024 Aptus Capital Advisors LLC635,357$32.05M0.5%-0.9%2.773%
11/5/2024 WealthPlan Investment Management LLC19,893$1.00M0.1%-89.3%0.087%
11/4/2024 Sigma Planning Corp156,862$7.91M0.2%-3.7%0.685%
11/1/2024 Acorn Financial Advisory Services Inc. ADV9,128$460K0.1%+9.4%0.040%
11/1/2024 Executive Wealth Management LLC4,011$202K0.0%N/A0.018%
10/31/2024 Portside Wealth Group LLC81,748$4.12M0.7%-34.2%0.357%
10/29/2024 Janney Montgomery Scott LLC32,063$1.62M0.0%N/A0.140%
10/29/2024 Farther Finance Advisors LLC18,759$946K0.0%+17.6%0.082%
(Data available from 1/1/2016 forward)

XHLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XHLF shares?

During the previous two years, 133 institutional investors and hedge funds held shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF. The most heavily invested institutionals were Cetera Advisor Networks LLC ($124.60M), Cetera Investment Advisers ($121.16M), Carrera Capital Advisors ($112.98M), Tanager Wealth Management LLP ($109.77M), a16z Perennial Management L.P. ($70.21M), AE Wealth Management LLC ($58.90M), and 3EDGE Asset Management LP ($50.66M).Learn more on XHLF's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock?

Of the 121 institutional investors that purchased BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Portside Wealth Group LLC ($14.55M), 3EDGE Asset Management LP ($7.99M), Cetera Advisor Networks LLC ($2.48M), Cetera Investment Advisers ($2.48M), Pineridge Advisors LLC ($2.41M), Carrera Capital Advisors ($2.24M), and a16z Perennial Management L.P. ($2.15M).

How much institutional buying is happening at BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?

Institutional investors have bought a total of 48,740,215 shares in the last 24 months. This purchase volume represents approximately $2.45B in transactions.

Which BondBloxx Bloomberg Six Month Target Duration US Treasury ETF major shareholders have been selling company stock?

Of the 73 institutional investors that sold BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 3EDGE Asset Management LP ($5.64M), Municipal Employees Retirement System of Michigan ($1.28M), Tanager Wealth Management LLP ($546.78K), Orion Portfolio Solutions LLC ($536.08K), Townsquare Capital LLC ($466.35K), Aptus Capital Advisors LLC ($458.24K), and Thrivent Financial for Lutherans ($428.03K).

How much institutional selling is happening at BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?

Institutional investors have sold a total of 12,371,523 shares in the last 24 months. This volume of shares sold represents approximately $621.63M in transactions.



This page (NYSEARCA:XHLF) was last updated on 2/22/2025 by MarketBeat.com Staff
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