Bondbloxx-CCC-Usd HY Corp. BDXCCCETF
13F holders, Q4 2024 (December 31)22holders +3
7new positions
4sold out
$39.17avg. 13F price*
At the end of Q4 2024, 22 institutions reported holding Bondbloxx-CCC-Usd HY Corp. BD (XCCC) in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were Adams Wealth Management ($9.9M), CacheTech Inc. ($9.9M) and Municipal Employees' Retirement System of Michigan ($4.8M).
- Company
- Bondbloxx-CCC-Usd HY Corp. BD
- CUSIP
- 09789C887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.8M |
| Exits | 4 | $10.5M |
All 13F filers, Q3 2024 → Q4 2024: 359,237 shares bought and 263,531 shares sold, net +95,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Adams Wealth Management | 1.90% | Add +18.6% | 253,150 | $9.9M |
| CacheTech Inc. | 1.86% | Add +18.6% | 253,150 | $9.9M |
| Municipal Employees' Retirement System of Michigan | 0.07% | No change | 121,654 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 112,985 | $4.4M |
| Compound Planning, Inc. | 0.16% | Add +33.8% | 79,337 | $3.1M |
| Fullcircle Wealth LLC | 0.69% | Add +198.5% | 43,188 | $1.7M |
| Strait & Sound Wealth Management LLC | 0.79% | Add +167.8% | 43,353 | $1.7M |
| LPL Financial LLC | 0.00% | New | 38,704 | $1.5M |
| RiverFront Investment Group, LLC | 0.03% | Add +2.3% | 36,319 | $1.4M |
| Deutsche Bank AG | 0.00% | New | 30,000 | $1.2M |
| Partners Wealth Management, LLC | 1.09% | — | 24,389 | $955K |
| Swan Global Investments, LLC | 0.03% | Add +22.0% | 14,272 | $559K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,497 | $372K |
| Financial Partners Group, Inc | 0.04% | Add +2.8% | 6,848 | $268K |
| Flow Traders U.S. LLC | 0.01% | New | 5,517 | $216K |
| Global Retirement Partners, LLC | 0.00% | Add +13.5% | 1,932 | $76K |
| Bank of America Corp. | 0.00% | New | 1,853 | $73K |
| Sound Income Strategies, LLC | 0.00% | New | 1,320 | $52K |
| LGT Financial Advisors LLC | 0.01% | Add +50.0% | 81 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 26 | $1K |
| Bank of Montreal | 0.00% | No change | 5 | $196 |
| Morgan Stanley | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is XCCC's weight in each manager's 13F, not the share of Bondbloxx-CCC-Usd HY Corp. BD the manager owns.