Bondbloxx BBG 20Y US TSY ETFXTWYETF
13F holders, Q1 2025 (March 31)14holders +4
4new positions
0sold out
$40.07avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Bondbloxx BBG 20Y US TSY ETF (XTWY) in their 13F filings, up 4 from Q4 2024. 4 opened new positions and 0 sold out. The largest holders were Valtinson Bruner Financial Planning LLC ($18.1M), Municipal Employees' Retirement System of Michigan ($16.9M) and Flow Traders U.S. LLC ($1.7M).
- Company
- Bondbloxx BBG 20Y US TSY ETF
- CUSIP
- 09789C796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.5M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 160,654 shares bought and 112,927 shares sold, net +47,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Valtinson Bruner Financial Planning LLC | 6.11% | Reduce -18.9% | 450,723 | $18.1M |
| Municipal Employees' Retirement System of Michigan | 0.21% | No change | 420,244 | $16.9M |
| Flow Traders U.S. LLC | 0.07% | New | 42,723 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +464.5% | 36,816 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +24.0% | 36,188 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +369.8% | 27,504 | $1.1M |
| Mach-1 Financial Group, LLC | 0.28% | New | 23,273 | $934K |
| Bank of America Corp. | 0.00% | Reduce -26.0% | 23,024 | $924K |
| BlackDiamond Wealth Management, LLC | 0.58% | New | 22,519 | $855K |
| Susquehanna International Group, LLP | 0.00% | Add +78.4% | 21,224 | $851K |
| STAR Financial Bank | 0.54% | Add +10.6% | 18,527 | $743K |
| Argyle Capital Partners, LLC | 0.31% | Add +9.4% | 8,964 | $360K |
| UBS Group AG | 0.00% | Add +22066.7% | 1,330 | $53K |
| Morgan Stanley | 0.00% | New | 1 | $48 |
"% of holder's portfolio" is XTWY's weight in each manager's 13F, not the share of Bondbloxx BBG 20Y US TSY ETF the manager owns.