Bondbloxx BBG 7 YR US TreasXSVNETF
13F holders, Q3 2024 (September 30)44holders +3
6new positions
5sold out
$49.03avg. 13F price*
At the end of Q3 2024, 44 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, up 3 from Q2 2024. 6 opened new positions and 5 sold out. The largest holders were Diversified, LLC ($35.2M), Diversified Enterprises, LLC ($35.2M) and Municipal Employees' Retirement System of Michigan ($19.8M).
- Company
- Bondbloxx BBG 7 YR US Treas
- CUSIP
- 09789C820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.8M |
| Exits | 5 | $4.2M |
All 13F filers, Q2 2024 → Q3 2024: 373,193 shares bought and 528,601 shares sold, net −155,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Diversified, LLC | 3.86% | Add +1.8% | 716,622 | $35.2M |
| Diversified Enterprises, LLC | 3.86% | — | 716,622 | $35.2M |
| Municipal Employees' Retirement System of Michigan | 0.26% | No change | 403,857 | $19.8M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 297,596 | $14.6M |
| Gradient Investments LLC | 0.30% | Reduce -39.5% | 294,094 | $14.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.5% | 281,269 | $13.8M |
| Executive Wealth Management, LLC | 0.63% | Add +2.0% | 163,924 | $8.0M |
| Astor Investment Management LLC | 3.29% | Reduce -8.8% | 140,114 | $6.9M |
| 3EDGE Asset Management, LP | 0.41% | Add +59.4% | 117,272 | $5.8M |
| Bank of America Corp. | 0.00% | Add +221.8% | 109,618 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +193.3% | 70,748 | $3.5M |
| Archer Investment Corp | 0.92% | New | 69,397 | $3.4M |
| Lido Advisors, LLC | 0.02% | Add +1.7% | 53,035 | $2.6M |
| Flow Traders U.S. LLC | 0.12% | Reduce -9.3% | 48,952 | $2.4M |
| Legacy Capital Group California, Inc. | 0.75% | Reduce -1.6% | 46,000 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +5.2% | 45,346 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -1.5% | 44,729 | $2.2M |
| Mattson Financial Services, LLC | 0.72% | Reduce -0.4% | 42,736 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +7.4% | 24,866 | $1.2M |
| Brown Financial Advisors | 0.43% | Reduce -50.6% | 21,250 | $1.0M |
| New Century Financial Group, LLC | 0.34% | New | 18,922 | $928K |
| Regal Investment Advisors LLC | 0.05% | New | 14,374 | $705K |
| AE Wealth Management LLC | 0.01% | Reduce -5.6% | 13,853 | $680K |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -90.5% | 13,368 | $656K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -72.1% | 12,950 | $635K |
| Old Mission Capital LLC | 0.01% | New | 12,049 | $591K |
| GeoWealth Management, LLC | 0.02% | Reduce -22.8% | 11,604 | $569K |
| Jane Street Group, LLC | 0.00% | Reduce -71.8% | 9,290 | $456K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -3.9% | 8,040 | $394K |
| CreativeOne Wealth, LLC | 0.01% | Add +26.6% | 7,179 | $352K |
| Paladin Wealth, LLC | 0.27% | — | 6,267 | $307K |
| Advisory Services Network, LLC | 0.00% | No change | 5,090 | $239K |
| DAVENPORT & Co LLC | 0.00% | Add +0.5% | 4,667 | $229K |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.6% | 4,446 | $218K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.1% | 4,367 | $214K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.2% | 4,198 | $206K |
| Fourpath Capital Management, LLC | 0.04% | New | 3,923 | $192K |
| Raleigh Capital Management Inc. | 0.05% | Reduce -6.3% | 2,823 | $139K |
| Osaic Holdings, Inc. | 0.00% | Add +4.6% | 1,451 | $71K |
| First Horizon Advisors, Inc. | 0.00% | No change | 648 | $32K |
| Mather Group, Llc. | 0.00% | Reduce -9.1% | 542 | $27K |
| Peterson Financial Group, Inc. | 0.09% | New | 472 | $23K |
| Harbour Investments, Inc. | 0.00% | Add +57.4% | 469 | $23K |
| Aspire Private Capital, LLC | 0.00% | Reduce -1.5% | 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.