Bondbloxx BBG 3Y US TSY ETFXTREETF
13F holders, Q1 2025 (March 31)33holders +3
9new positions
5sold out
1famous investor
$49.53avg. 13F price*
At the end of Q1 2025, 33 institutions reported holding Bondbloxx BBG 3Y US TSY ETF (XTRE) in their 13F filings, up 3 from Q4 2024. 9 opened new positions and 5 sold out. The largest holders were Straightline Group LLC ($45.3M), Gradient Investments LLC ($30.4M) and Municipal Employees' Retirement System of Michigan ($19.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $48.5M |
| Exits | 5 | $3.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,240,396 shares bought and 97,439 shares sold, net +1,142,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Straightline Group LLC | 29.31% | New | 915,543 | $45.3M |
| Gradient Investments LLC | 0.61% | Add +25.9% | 613,391 | $30.4M |
| Municipal Employees' Retirement System of Michigan | 0.25% | No change | 402,313 | $19.9M |
| Cwm, LLC | 0.08% | Add +6.8% | 386,077 | $19.1M |
| Nemes Rush Group LLC | 0.61% | Add +45.5% | 98,094 | $4.9M |
| Smart Portfolios, LLC | 4.09% | Reduce -2.6% | 75,932 | $3.8M |
| Mattson Financial Services, LLC | 1.06% | Reduce -20.2% | 71,213 | $3.5M |
| Bank of America Corp. | 0.00% | Add +22.3% | 52,050 | $2.6M |
| AE Wealth Management LLC | 0.02% | Add +232.6% | 45,736 | $2.3M |
| Brown Financial Advisors | 0.91% | Add +22.8% | 44,525 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +19.8% | 32,798 | $1.6M |
| Barnes Wealth Management Group, Inc | 0.90% | Add +8.1% | 28,420 | $1.4M |
| Strait & Sound Wealth Management LLC | 0.63% | Add +68.3% | 27,169 | $1.3M |
| Endurance Services Ltd | 0.22% | No change | 24,250 | $1.2M |
| Mach-1 Financial Group, LLC | 0.32% | New | 21,866 | $1.1M |
| Paladin Wealth, LLC | 0.89% | Add +43.5% | 20,048 | $993K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +9.3% | 19,898 | $986K |
| Exchange Capital Management, Inc. | 0.15% | Add +13.6% | 18,477 | $915K |
| Partners Wealth Management, LLC | 0.86% | Add +5.2% | 15,356 | $761K |
| Flow Traders U.S. LLC | 0.03% | New | 12,985 | $643K |
| Jane Street Group, LLC | 0.00% | Reduce -5.7% | 12,119 | $600K |
| Crew Capital Management, Ltd | 0.44% | Add +4.2% | 10,904 | $540K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,566 | $424K |
| Citadel Advisors | 0.00% | Reduce -5.6% | 8,307 | $411K |
| Belpointe Asset Management LLC | 0.02% | New | 8,124 | $402K |
| Meridian Wealth Management, LLC | 0.02% | New | 6,807 | $337K |
| Sunbelt Securities, Inc. | 0.03% | No change | 6,776 | $336K |
| Tandem Investment Partners LLC | 0.25% | Add +15.9% | 5,205 | $258K |
| Csenge Advisory Group | 0.01% | New | 4,300 | $213K |
| Pineridge Advisors LLC | 0.01% | Add +1.0% | 633 | $31K |
| UBS Group AG | 0.00% | Reduce -29.2% | 323 | $16K |
| Trivant Custom Portfolio Group, LLC | 0.01% | New | 221 | $11K |
| Royal Bank of Canada | 0.00% | New | 155 | $8K |
"% 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.