Bondbloxx-CCC-Usd HY Corp. BDXCCCETF
13F holders, Q1 2025 (March 31)26holders +4
10new positions
5sold out
$37.84avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding Bondbloxx-CCC-Usd HY Corp. BD (XCCC) in their 13F filings, up 4 from Q4 2024. 10 opened new positions and 5 sold out. The largest holders were Adams Wealth Management ($9.0M), CacheTech Inc. ($9.0M) and Municipal Employees' Retirement System of Michigan ($4.6M).
- Company
- Bondbloxx-CCC-Usd HY Corp. BD
- CUSIP
- 09789C887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $14.3M |
| Exits | 5 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 521,164 shares bought and 181,944 shares sold, net +339,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Adams Wealth Management | 1.77% | Reduce -5.7% | 238,622 | $9.0M |
| CacheTech Inc. | 1.76% | Reduce -5.7% | 238,622 | $9.0M |
| Municipal Employees' Retirement System of Michigan | 0.06% | No change | 121,654 | $4.6M |
| Cetera Investment Advisers | 0.01% | New | 109,259 | $4.1M |
| Jane Street Group, LLC | 0.01% | New | 102,623 | $3.9M |
| Simplicity Wealth,LLC | 0.29% | New | 100,232 | $3.8M |
| Deutsche Bank AG | 0.00% | Add +216.7% | 95,000 | $3.6M |
| Compound Planning, Inc. | 0.16% | Add +16.2% | 92,203 | $3.5M |
| Strait & Sound Wealth Management LLC | 1.42% | Add +85.7% | 80,498 | $3.0M |
| LPL Financial LLC | 0.00% | Add +14.4% | 44,282 | $1.7M |
| RiverFront Investment Group, LLC | 0.04% | Add +14.5% | 41,577 | $1.6M |
| Fullcircle Wealth LLC | 0.44% | Reduce -34.4% | 28,350 | $1.1M |
| HBW Advisory Services LLC | 0.14% | New | 26,088 | $987K |
| Partners Wealth Management, LLC | 1.10% | Add +5.0% | 25,621 | $969K |
| Sound Income Strategies, LLC | 0.04% | Add +1178.0% | 16,869 | $638K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 14,950 | $566K |
| Vontobel Holding Ltd. | 0.00% | New | 13,000 | $492K |
| Swan Global Investments, LLC | 0.02% | Reduce -9.5% | 12,922 | $489K |
| WT Wealth Management | 0.08% | New | 6,482 | $245K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,512 | $209K |
| UBS Group AG | 0.00% | New | 283 | $11K |
| LGT Financial Advisors LLC | 0.01% | Add +22.2% | 99 | $4K |
| Crewe Advisors LLC | 0.00% | New | 89 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 26 | $984 |
| Bank of Montreal | 0.00% | No change | 5 | $189 |
| Morgan Stanley | 0.00% | No change | 1 | $53 |
"% 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.