BONDBLOXX BBG 5 YR US TREAS (XFIV) Institutional Ownership Changes & 13F Activity

BONDBLOXX BBG 5 YR US TREAS (XFIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mattson Financial Services, Llc, Bank Of America Corp, Envestnet Asset Management Inc, Brown Financial Advisors, and Nemes Rush Group Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+71,027+30.7%302,719$14.74MQ2 2026Sep 23, 2026
Brown Financial AdvisorsSell-61,896-62.2%37,670$1.83MQ2 2026Aug 26, 2026
Strait & Sound Wealth Management LlcBuy+11,083+218.3%16,159$786.61KQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+21+1.0%2,120$103.00KQ2 2026Aug 17, 2026
Bank Of America CorpSell-76,820-18.2%344,357$16.76MQ2 2026Aug 14, 2026
Nemes Rush Group LlcBuy+61,075+17.3%413,143$20.11MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-41,953-4.3%929,872$45.27MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+4,862—4,862$236.68KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,224—4,224$205.63KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+469—469$22.83KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+467+1.9%24,608$1.20MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+62—62$3.00KQ2 2026Aug 14, 2026
Purpose Unlimited Inc.Buy+20,065+245.4%28,243$1.37MQ2 2026Aug 13, 2026
Inspire Advisors, LlcSell-2,591-4.6%53,212$2.59MQ2 2026Aug 13, 2026
Fmr LlcSell-1,120-94.0%71$3.46KQ2 2026Aug 13, 2026
Morgan StanleyBuy+563+485.3%679$33.07KQ2 2026Aug 13, 2026
Ubs Group AgSell-273-17.8%1,260$61.34KQ2 2026Aug 13, 2026
Aptus Capital Advisors, LlcSell-9,612-12.6%66,879$3.26MQ2 2026Aug 12, 2026
Arax Advisory PartnersBuy+1,596—1,596$77.69KQ2 2026Aug 10, 2026
Donoghue Forlines LlcSell-57,900-10.7%484,673$23.59MQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+94+1.2%7,732$376.40KQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+9,810—9,810$477.55KQ2 2026Aug 06, 2026
Prime Capital Investment Advisors, LlcBuy+4,968+25.8%24,218$1.18MQ2 2026Aug 05, 2026
Meridian Wealth Management, LlcBuy+3,215+1.6%199,084$9.69MQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcBuy+1,488+3.0%50,604$2.46MQ2 2026Aug 05, 2026
Fifth Third BancorpSell-30-2.5%1,178$57.34KQ2 2026Aug 05, 2026
Mattson Financial Services, LlcSell-95,284-59.7%64,201$3.11MQ2 2026Aug 04, 2026
Elevated Capital Advisors, LlcSell-535-48.0%579$28.21KQ2 2026Aug 03, 2026
Belpointe Asset Management LlcBuy+493+4.4%11,707$569.90KQ2 2026Jul 31, 2026
Rogco, LpBuy+444—444$21.61KQ2 2026Jul 30, 2026
Showing 30 of 59

Frequently asked questions about XFIV activity

  • Which institutional owners are buying XFIV?

    Institutional owners buying XFIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XFIV activity?

    "Buy" means an investor increased their reported position in XFIV compared to the prior reporting period. This reflects growing exposure to BONDBLOXX BBG 5 YR US TREAS (XFIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XFIV increasing?

    Institutional interest in XFIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.