Bondbloxx BBG 3Y US TSY ETFXTREETF
13F holders, Q4 2024 (December 31)30holders +12
11new positions
3sold out
1famous investor
$48.83avg. 13F price*
At the end of Q4 2024, 30 institutions reported holding Bondbloxx BBG 3Y US TSY ETF (XTRE) in their 13F filings, up 12 from Q3 2024. 11 opened new positions and 3 sold out. The largest holders were Gradient Investments LLC ($23.8M), Municipal Employees' Retirement System of Michigan ($19.6M) and Cwm, LLC ($17.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bondbloxx BBG 3Y US TSY ETF
- CUSIP
- 09789C846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $28.0M |
| Exits | 3 | $723K |
All 13F filers, Q3 2024 → Q4 2024: 661,415 shares bought and 432,420 shares sold, net +228,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Gradient Investments LLC | 0.48% | Reduce -43.3% | 487,210 | $23.8M |
| Municipal Employees' Retirement System of Michigan | 0.27% | No change | 402,313 | $19.6M |
| Cwm, LLC | 0.07% | New | 361,332 | $17.6M |
| Mattson Financial Services, LLC | 1.42% | Add +188.1% | 89,265 | $4.5M |
| Smart Portfolios, LLC | 3.98% | Reduce -0.3% | 77,953 | $3.8M |
| Nemes Rush Group LLC | 0.41% | New | 67,404 | $3.3M |
| Legacy CG, LLC | 0.85% | New | 57,009 | $2.8M |
| Bank of America Corp. | 0.00% | Add +47.1% | 42,567 | $2.1M |
| Brown Financial Advisors | 0.71% | Reduce -42.0% | 36,259 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +13.9% | 27,373 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.86% | — | 26,289 | $1.3M |
| Endurance Services Ltd | 0.20% | No change | 24,250 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +217.5% | 18,203 | $888K |
| Exchange Capital Management, Inc. | 0.13% | New | 16,266 | $793K |
| Strait & Sound Wealth Management LLC | 0.37% | New | 16,148 | $788K |
| Susquehanna International Group, LLP | 0.00% | New | 16,011 | $781K |
| Partners Wealth Management, LLC | 0.81% | — | 14,595 | $712K |
| Paladin Wealth, LLC | 0.59% | Reduce -23.7% | 13,972 | $681K |
| AE Wealth Management LLC | 0.01% | New | 13,751 | $671K |
| Jane Street Group, LLC | 0.00% | New | 12,849 | $627K |
| Crew Capital Management, Ltd | 0.42% | New | 10,466 | $510K |
| Citadel Advisors | 0.00% | Reduce -63.0% | 8,798 | $429K |
| Sunbelt Securities, Inc. | 0.03% | No change | 6,776 | $330K |
| Tandem Investment Partners LLC | 0.21% | — | 4,490 | $219K |
| Sugar Maple Asset Management, LLC | 0.07% | New | 2,000 | $98K |
| Endeavor Private Wealth, Inc. | 0.05% | — | 991 | $48K |
| Pineridge Advisors LLC | 0.01% | Add +1.1% | 627 | $31K |
| UBS Group AG | 0.00% | New | 456 | $22K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 392 | $19K |
| Morgan Stanley | 0.00% | No change | 1 | $63 |
"% of holder's portfolio" is XTRE's weight in each manager's 13F, not the share of Bondbloxx BBG 3Y US TSY ETF the manager owns.