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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
$50.28 +0.02 (+0.04%)
As of 04:10 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)
75
Total
Institutional Inflows
(last 12 months)
$796.97M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$217.43M
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XHLF Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Encompass 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%
11/18/2024Hobbs Group Advisors LLC86,886$4.38M1.6%-3.6%0.379%
11/18/2024Arete Wealth Advisors LLC28,912$1.46M0.1%-52.1%0.126%
11/18/2024Strait & Sound Wealth Management LLC254,837$12.85M6.2%-8.3%1.112%
11/18/2024JDM Financial Group LLC288,253$14.54M7.9%+10,231.6%1.258%
11/15/2024Executive Wealth Management LLC4,011$202K0.0%N/A0.018%
11/15/2024MML Investors Services LLC53,891$2.72M0.0%-3.2%0.235%
11/15/2024Orion Portfolio Solutions LLC481,918$24.31M0.5%-15.0%2.104%
11/15/2024Jane Street Group LLC11,828$597K0.0%-89.3%0.052%
11/15/2024Kovitz Investment Group Partners LLC171,318$8.52M0.1%N/A0.748%
11/15/2024Stifel Financial Corp8,138$410K0.0%-44.7%0.036%
11/14/2024Encompass More Asset Management58,600$2.96M1.1%-39.4%0.256%
11/14/2024Flow Traders U.S. LLC36,122$1.82M0.1%-71.4%0.158%
11/13/2024Townsquare Capital LLC475,297$23.97M0.3%-27.6%2.075%
11/13/2024Bank of Montreal Can250,776$12.65M0.0%+8.4%1.095%
11/12/2024Cerity Partners LLC34,086$1.72M0.0%N/A0.149%
11/12/2024Stonebrook Private Inc.60,950$3.07M0.8%+163.4%0.266%
11/9/2024STAR Financial Bank8,216$414K0.3%N/A0.036%
11/8/2024 Avior Wealth Management LLC2,196$111K0.0%+135.6%0.010%
11/7/2024Thrivent Financial for Lutherans109,431$5.52M0.0%-78.5%0.478%
11/6/2024Palo Alto Wealth Advisors LLC6,485$326K0.1%N/A0.028%
11/5/2024Buck Wealth Strategies LLC8,167$412K0.1%-6.3%0.036%
11/5/2024Carrera Capital Advisors1,868,251$94.24M23.0%N/A8.155%
11/5/2024Aptus Capital Advisors LLC635,357$32.05M0.5%-0.9%2.773%
11/5/2024WealthPlan Investment Management LLC19,893$1.00M0.1%-89.3%0.087%
11/4/2024Sigma Planning Corp156,862$7.91M0.2%-3.7%0.685%
11/1/2024Acorn Financial Advisory Services Inc. ADV9,128$460K0.1%+9.4%0.040%
11/1/2024Executive Wealth Management LLC4,011$202K0.0%N/A0.018%
10/31/2024 Portside Wealth Group LLC81,748$4.12M0.7%-34.2%0.357%
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10/29/2024 Janney Montgomery Scott LLC32,063$1.62M0.0%N/A0.140%
10/29/2024Farther Finance Advisors LLC18,759$946K0.0%+17.6%0.082%
10/25/2024 Diversify Wealth Management LLC163,033$8.20M0.7%+202.6%0.712%
10/25/2024Strategic Blueprint LLC34,071$1.72M0.1%+18.0%0.149%
10/25/2024a16z Perennial Management L.P.1,392,000$70.21M8.3%-8.7%6.076%
10/24/2024 Wealth Enhancement Advisory Services LLC35,885$1.81M0.0%-29.5%0.157%
10/23/2024Northland Capital Management LLC473,290$23.87M13.7%N/A2.066%
10/23/2024Tanager Wealth Management LLP1,353,359$68.26M9.2%+5.6%5.907%
10/22/2024WT Wealth Management21,132$1.06M0.3%+44.1%0.092%
10/21/2024Argus Investors Counsel Inc.11,124$561K0.4%-9.1%0.049%
10/21/2024Sweeney & Michel LLC28,837$1.45M0.6%+211.5%0.126%
10/21/2024Foundations Investment Advisors LLC5,821$294K0.0%-43.2%0.025%
10/18/2024Warren Street Wealth Advisors LLC84,604$4.27M1.8%+93.9%0.369%
10/18/2024Etesian Wealth Advisors Inc.10,011$505K0.2%N/A0.044%
10/10/2024Concourse Financial Group Securities Inc.5,620$283K0.0%+18.1%0.025%
10/10/2024 Shore Point Advisors LLC40,746$2.06M1.1%+2.1%0.178%
10/9/2024Private Advisory Group LLC22,402$1.13M0.1%N/A0.098%
10/9/2024 Matrix Trust Co4,855$245K0.0%-45.5%0.021%
10/8/2024CWM LLC443,091$22.35M0.1%+2.5%1.934%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,488$378K0.0%+51.5%0.033%
10/8/2024Northwest Capital Management Inc917$46K0.0%+670.6%0.004%
10/8/2024Mather Group LLC.2,296$116K0.0%-90.1%0.010%
10/5/2024 Wallace Advisory Group LLC55,905$2.81M2.0%-1.3%0.244%
8/22/2024Cetera Investment Advisers2,409,670$121.16M0.3%-2.7%10.518%
8/19/2024B. Riley Wealth Advisors Inc.20,736$1.04M0.0%-9.3%0.091%
8/16/2024 Wallace Advisory Group LLC56,633$2.85M2.1%+15.3%0.247%
8/16/2024Buck Wealth Strategies LLC8,720$438K0.1%N/A0.038%
8/14/2024Bank of Montreal Can231,242$11.63M0.0%+8.6%1.009%
8/13/2024Thrivent Financial for Lutherans507,813$25.53M0.1%-5.4%2.217%
8/12/2024Middleton & Co. Inc. MA5,300$266K0.0%-90.6%0.023%
8/12/2024Mercer Global Advisors Inc. ADV14,851$747K0.0%-13.7%0.065%
8/9/2024WealthPLAN Partners LLC115,960$5.83M0.6%-13.0%0.506%
8/9/2024Total Clarity Wealth Management Inc.8,888$447K0.2%-11.3%0.039%
8/8/2024 Diversify Wealth Management LLC53,873$2.71M0.3%N/A0.235%
8/8/2024Prosperity Consulting Group LLC61,515$3.09M0.4%-39.7%0.269%
8/8/2024Envestnet Asset Management Inc.53,193$2.68M0.0%+15.3%0.232%
8/7/2024MGO One Seven LLC42,530$2.14M0.1%N/A0.186%
8/6/2024Norden Group LLC15,369$773K0.2%-12.1%0.067%
8/6/2024Stonebrook Private Inc.23,143$1.16M0.3%N/A0.101%
8/2/2024Foundations Investment Advisors LLC10,257$516K0.0%-19.8%0.045%
8/2/2024Acorn Financial Advisory Services Inc. ADV8,346$420K0.1%+2.5%0.036%
7/31/2024Aptus Capital Advisors LLC641,011$32.23M0.6%-6.0%2.798%
7/31/2024Farther Finance Advisors LLC15,945$798K0.0%+94.8%0.070%
7/31/2024Commonwealth Equity Services LLC135,000$6.79M0.0%+0.9%0.589%
7/31/2024Rothschild Investment LLC2,090$105K0.0%N/A0.009%
7/30/2024Signaturefd LLC700$35K0.0%N/A0.003%
7/29/2024Bank OZK7,067$355K0.2%N/A0.031%
7/27/2024Encompass More Asset Management96,737$4.86M3.5%+10.6%0.422%
7/27/2024Strategic Blueprint LLC28,862$1.45M0.1%-50.1%0.126%
7/26/2024Cambridge Investment Research Advisors Inc.292,236$14.69M0.1%+5.5%1.276%
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7/25/2024Pineridge Advisors LLC2,199,830$110.61M37.7%+41.1%9.602%
7/25/2024Tanager Wealth Management LLP1,282,137$64.47M9.6%+5.6%5.596%
7/23/2024WESPAC Advisors SoCal LLC54,530$2.74M0.7%+31.7%0.238%
7/23/2024Concourse Financial Group Securities Inc.4,760$239K0.0%-8.6%0.021%
7/23/2024Exchange Capital Management Inc.44,388$2.23M0.4%+12.4%0.194%
7/22/2024Legacy CG LLC22,017$1.11M0.4%N/A0.096%
7/22/2024Argus Investors Counsel Inc.12,239$615K0.4%+38.3%0.053%
7/22/2024Hobbs Group Advisors LLC90,134$4.53M1.7%N/A0.393%
7/20/2024Continuum Advisory LLC6,009$302K0.0%-5.2%0.026%
7/19/2024Pasadena Private Wealth LLC66,535$3.35M0.8%-32.5%0.290%
(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, 117 institutional investors and hedge funds held shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF. The most heavily invested institutionals were 3EDGE Asset Management LP ($195.45M), Cetera Advisor Networks LLC ($124.60M), Cetera Investment Advisers ($121.16M), Pineridge Advisors LLC ($110.61M), Carrera Capital Advisors ($94.24M), a16z Perennial Management L.P. ($70.21M), and Tanager Wealth Management LLP ($68.26M).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 106 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 ($2.20M), a16z Perennial Management L.P. ($2.15M), and Tanager Wealth Management LLP ($1.90M).

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

Institutional investors have bought a total of 46,884,783 shares in the last 24 months. This purchase volume represents approximately $2.36B in transactions.

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

Of the 61 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 ($4.10M), Municipal Employees Retirement System of Michigan ($1.28M), Tanager Wealth Management LLP ($546.78K), Thrivent Financial for Lutherans ($427.30K), Townsquare Capital LLC ($265.75K), Portside Wealth Group LLC ($257.40K), and Avantax Advisory Services Inc. ($188.29K).

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

Institutional investors have sold a total of 9,020,352 shares in the last 24 months. This volume of shares sold represents approximately $453.47M in transactions.


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This page (NYSEARCA:XHLF) was last updated on 1/21/2025 by MarketBeat.com Staff
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