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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kestra Investment Management, Llc, Municipal Employees' Retirement System Of Michigan, Envestnet Asset Management Inc, Donoghue Forlines Llc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -17,853 | -1.8% | 971,825 | $47.77M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +87,796 | +26.3% | 421,177 | $20.71M | Q1 2026 | May 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +5,076 | — | 5,076 | $249.52K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +2,099 | — | 2,099 | $103.00K | Q1 2026 | May 18, 2026 |
| Inspire Advisors, Llc | Buy | +55,803 | — | 55,803 | $2.74M | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | Sell | -45,464 | -84.8% | 8,178 | $401.87K | Q1 2026 | May 15, 2026 |
| Brown Financial Advisors | Buy | +23,134 | +30.3% | 99,566 | $4.89M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -6,291 | -25.6% | 18,331 | $901.15K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +2,216 | — | 2,216 | $108.94K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -328 | -21.6% | 1,191 | $58.53K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -86 | -30.1% | 200 | $9.83K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +50 | +75.8% | 116 | $5.70K | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +19,065 | +162.9% | 30,770 | $1.51M | Q1 2026 | May 14, 2026 |
| Donoghue Forlines Llc | Sell | -121,332 | -18.3% | 542,573 | $26.67M | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +75,708 | +22.2% | 416,393 | $20.47M | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -10,440 | -30.2% | 24,141 | $1.19M | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, Llc | Buy | +639,942 | — | 639,942 | $31.46M | Q1 2026 | May 11, 2026 |
| Municipal Employees' Retirement System Of Michigan | Buy | +628,461 | +89.3% | 1,332,525 | $65.51K | Q1 2026 | May 11, 2026 |
| Mattson Financial Services, Llc | Buy | +16,010 | +11.2% | 159,485 | $7.84M | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, Llc | Buy | +1,599 | +2.1% | 76,491 | $3.76M | Q1 2026 | May 11, 2026 |
| Alps Advisors Inc | Buy | +57,340 | — | 57,340 | $2.82M | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +19,250 | — | 19,250 | $946.34K | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, Llc | Buy | +8,976 | +4.8% | 195,869 | $9.63M | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +1,391 | +979.6% | 1,533 | $75.36K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +231,692 | — | 231,692 | $11.39M | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | Buy | +7,638 | — | 7,638 | $375.48K | Q1 2026 | May 04, 2026 |
| Blume Capital Management, Inc. | Sell | -1,275 | -3.5% | 35,515 | $1.75M | Q1 2026 | May 01, 2026 |
| Fifth Third Bancorp | Buy | +1,208 | — | 1,208 | $59.38K | Q1 2026 | May 01, 2026 |
| Global Assets Advisory, Llc | Buy | +301 | +2.6% | 12,088 | $594.25K | Q1 2026 | May 01, 2026 |
| Elevated Capital Advisors, Llc | Buy | +1,114 | — | 1,114 | $54.78K | Q1 2026 | Apr 30, 2026 |
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.