Bondbloxx BBG 7 YR US TreasXSVNETF

13F holders, Q1 2025 (March 31)
29holders +3
7new positions
4sold out
1famous investor
$47.74avg. 13F price*

At the end of Q1 2025, 29 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, up 3 from Q4 2024. 7 opened new positions and 4 sold out. The largest holders were Gradient Investments LLC ($34.2M), Diversified Enterprises, LLC ($33.5M) and Municipal Employees' Retirement System of Michigan ($19.3M). 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

020406080 Q1 2024: 32Q1 2024Q2 2024: 41Q2 2024Q3 2024: 44Q3 2024Q4 2024: 26Q4 2024Q1 2025: 29Q1 2025Q2 2025: 35Q2 2025Q3 2025: 36Q3 2025Q4 2025: 45Q4 2025Q1 2026: 49Q1 2026Q2 2026: 64Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$1.4M
Exits4$1.9M

All 13F filers, Q4 2024 → Q1 2025: 489,026 shares bought and 84,282 shares sold, net +404,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Gradient Investments LLC 0.69% Add +40.8% 716,574 $34.2M
Diversified Enterprises, LLC 2.82% Reduce -1.0% 702,089 $33.5M
Municipal Employees' Retirement System of Michigan 0.24% No change 403,857 $19.3M
Flow Traders U.S. LLC 0.33% Add +280.7% 161,372 $7.7M
AE Wealth Management LLC 0.05% Add +29.5% 120,890 $5.8M
Bank of America Corp. 0.00% Reduce -27.8% 88,807 $4.2M
Mattson Financial Services, LLC 1.18% Add +166.3% 82,066 $3.9M
Archer Investment Corp 0.98% Add +3.5% 79,197 $3.8M
Lido Advisors, LLC 0.02% Add +14.2% 73,972 $3.5M
3EDGE Asset Management, LP 0.21% Reduce -2.4% 63,290 $3.0M
Brown Financial Advisors 1.05% Add +39.1% 53,102 $2.5M
Wealthcare Advisory Partners LLC 0.05% Add +21.7% 35,378 $1.7M
Paladin Wealth, LLC 1.00% Add +59.0% 23,396 $1.1M
Armstrong Advisory Group, Inc. 0.08% No change 20,396 $944K
Citadel Advisors 0.00% New 13,707 $655K
Dynamic Advisor Solutions LLC 0.02% Add +28.9% 13,274 $634K
Tounjian Advisory Partners, LLC 0.10% — 11,698 $559K
WealthPlan Investment Management, LLC 0.04% Reduce -1.8% 8,691 $415K
Nemes Rush Group LLC 0.05% Add +559.0% 8,672 $414K
Jane Street Group, LLC 0.00% Add +23.5% 8,037 $384K
Goldman Sachs Group Inc. 0.00% New 7,848 $375K
Meridian Wealth Management, LLC 0.02% New 7,033 $336K
Osaic Holdings, Inc. 0.00% Add +99.2% 2,763 $132K
Mather Group, Llc. 0.00% No change 363 $17K
UBS Group AG 0.00% New 126 $6K
Capital A Wealth Management, LLC 0.00% New 12 $573
Beacon Capital Management, LLC 0.00% New 9 $430
Morgan Stanley 0.00% New 1 $66
Wells Fargo & Company 0.00% Reduce -99.3% 1 $24

"% 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.