Bondbloxx-BB Rated Usd HY CBXBBETF
13F holders, Q4 2025 (December 31)24holders +2
5new positions
2sold out
1famous investor
$41.15avg. 13F price*
At the end of Q4 2025, 24 institutions reported holding Bondbloxx-BB Rated Usd HY CB (XBB) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($303.3M), Potomac Fund Management Inc. ($48.3M) and Atwood & Palmer Inc. ($20.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bondbloxx-BB Rated Usd HY CB
- CUSIP
- 09789C705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $694K |
| Exits | 2 | $5.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,354,714 shares bought and 193,951 shares sold, net +1,160,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Municipal Employees' Retirement System of Michigan | 3.43% | Add +18.4% | 7,372,511 | $303.3M |
| Potomac Fund Management Inc. | 1.78% | Add +16.9% | 1,174,307 | $48.3M |
| Atwood & Palmer Inc. | 1.14% | Add +2.3% | 486,275 | $20.0M |
| Mgo One Seven LLC | 0.18% | Add +3.5% | 214,153 | $8.8M |
| Lido Advisors, LLC | 0.03% | Reduce -1.6% | 184,568 | $7.6M |
| Sage Rhino Capital LLC | 0.45% | Add +1.7% | 57,637 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -74.2% | 21,693 | $893K |
| CGN Advisors LLC | 0.06% | Add +3.5% | 17,868 | $735K |
| Envestnet Asset Management Inc. | 0.00% | Add +32.9% | 12,502 | $514K |
| MML Investors Services, LLC | 0.00% | Add +6.6% | 10,029 | $413K |
| Citadel Advisors | 0.00% | New | 6,194 | $255K |
| GK Wealth Management LLC | 0.18% | New | 5,902 | $243K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 5,000 | $206K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,387 | $181K |
| IFP Advisors, Inc | 0.00% | No change | 2,462 | $101K |
| Crews Bank & Trust | 0.01% | No change | 1,250 | $51K |
| Global Retirement Partners, LLC | 0.00% | Add +1.3% | 1,153 | $47K |
| Archer Investment Corp | 0.01% | Add +2.4% | 1,070 | $44K |
| Nemes Rush Group LLC | 0.00% | No change | 703 | $29K |
| Osaic Holdings, Inc. | 0.00% | No change | 331 | $14K |
| UBS Group AG | 0.00% | New | 227 | $9K |
| Bank of America Corp. | 0.00% | New | 155 | $6K |
| AE Wealth Management LLC | 0.00% | No change | 142 | $6K |
| Morgan Stanley | 0.00% | Add +666.7% | 46 | $2K |
"% of holder's portfolio" is XBB's weight in each manager's 13F, not the share of Bondbloxx-BB Rated Usd HY CB the manager owns.