Bondbloxx BBG 5 YR US TreasXFIVETF
13F holders, Q1 2024 (March 31)14holders
1famous investor
$48.50avg. 13F price*
At the end of Q1 2024, 14 institutions reported holding Bondbloxx BBG 5 YR US Treas (XFIV) in their 13F filings. The largest holders were Municipal Employees' Retirement System of Michigan ($34.1M), Gradient Investments LLC ($30.1M) and Jane Street Group, LLC ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bondbloxx BBG 5 YR US Treas
- CUSIP
- 09789C838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.1M |
| Exits | 1 | $30K |
Ownership 14 holders
| Municipal Employees' Retirement System of Michigan | 0.44% | No change | 704,064 | $34.1M |
| Gradient Investments LLC | 0.70% | Add +535.5% | 620,335 | $30.1M |
| Jane Street Group, LLC | 0.00% | New | 41,908 | $2.0M |
| Flow Traders U.S. LLC | 0.06% | Add +41.6% | 23,496 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | New | 19,379 | $940K |
| Envestnet Asset Management Inc. | 0.00% | New | 18,971 | $920K |
| Citadel Advisors | 0.00% | New | 17,093 | $829K |
| Bank of America Corp. | 0.00% | Add +158.0% | 11,111 | $539K |
| Sunbelt Securities, Inc. | 0.04% | New | 6,838 | $332K |
| Belpointe Asset Management LLC | 0.02% | Add +19.4% | 6,731 | $326K |
| Harbour Investments, Inc. | 0.00% | New | 737 | $36K |
| UBS Group AG | 0.00% | New | 57 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 45 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $67 |
"% of holder's portfolio" is XFIV's weight in each manager's 13F, not the share of Bondbloxx BBG 5 YR US Treas the manager owns.