Bondbloxx BBG 7 YR US TreasXSVN ETF 13F holders, Q1 2024 (March 31) 32 holders
1 famous investor
$47.51 avg. 13F price*
At the end of Q1 2024 , 32 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings. The largest holders were Diversified, LLC ($32.4M), Gradient Investments LLC ($24.2M) and Municipal Employees' Retirement System of Michigan ($19.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company Bondbloxx BBG 7 YR US Treas
CUSIP 09789C820
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 23 $44.7M Exits 4 $1.6M
Ownership 32 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Diversified, LLC 4.46% Add +7.8% 683,309 $32.4M Gradient Investments LLC 0.56% Add +544.6% 510,194 $24.2M Municipal Employees' Retirement System of Michigan 0.25% No change 403,857 $19.2M Wells Fargo & Company 0.00% New 328,374 $15.6M Astor Investment Management LLC 3.28% New 174,128 $8.3M WealthPlan Investment Management, LLC 0.98% Add +52.1% 135,855 $6.4M Envestnet Asset Management Inc. 0.00% New 132,419 $6.3M Armstrong Advisory Group, Inc. 0.56% No change 120,313 $5.8M 3EDGE Asset Management, LP 0.41% New 109,629 $5.2M WealthPLAN Partners, LLC 0.43% Add +13.9% 87,914 $4.2M Lido Advisors, LLC 0.02% Reduce -0.3% 54,151 $2.6M Atria Investments, Inc 0.03% New 44,999 $2.1M Citadel Advisors 0.00% Add +128.2% 39,278 $1.9M Legacy Capital Group California, Inc. 0.57% New 32,343 $1.5M Susquehanna International Group, LLP 0.00% New 22,282 $1.1M Wealthcare Advisory Partners LLC 0.03% New 20,619 $979K AE Wealth Management LLC 0.01% New 14,062 $668K GeoWealth Management, LLC 0.02% New 10,964 $520K Elevated Capital Advisors, LLC 0.13% New 9,464 $449K CreativeOne Wealth, LLC 0.01% New 7,404 $352K Bank of New York Mellon Corp 0.00% New 5,195 $247K Advisory Services Network, LLC 0.01% New 5,118 $243K Axxcess Wealth Management, LLC 0.01% New 4,643 $220K DAVENPORT & Co LLC 0.00% New 4,642 $220K Kestra Advisory Services, LLC 0.00% New 4,530 $215K Sigma Planning Corp 0.01% New 4,233 $201K Raleigh Capital Management Inc. 0.06% New 3,001 $142K Fortitude Family Office, LLC 0.09% New 2,772 $132K Bank of America Corp. 0.00% No change 994 $47K Harbour Investments, Inc. 0.00% New 603 $29K Osaic Holdings, Inc. 0.00% New 114 $5K Aspire Private Capital, LLC 0.00% New 67 $3K
"% of holder's portfolio" is XSVN's weight in each manager's 13F, not the share of Bondbloxx BBG 7 YR US Treas the manager owns.