XSVN · BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF ETF
$46.11
-0.03 (-0.07%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $5,395,303
Total Shares: 114,138
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2023Top Holder
91.5%
+15.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,443
Highly concentrated+2,449
Quarterly Activity
vs Mar 31, 2023
New
1
Increased
0
Decreased
1
Sold Out
4
Unchanged
0
Holder count:
-3
Institutional value:
-79.6%
Shares held:
-78.6%
Top Buyers
vs Mar 31, 2023No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2023| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −5,316 | 9,715 |
Top New Positions
vs Mar 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Brown Financial Advisors | 104,423 | $4,936,075 |
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Municipal Employees' Retirement System of Michigan | 403,857 | $20,087,847 | |
| Small WealthPLAN Partners, LLC | 69,189 | $3,441,460 | |
| Small WealthPlan Investment Management, LLC | 44,676 | $2,222,184 | |
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Brown Financial Advisors XSVN | $4,936,075 | 91.49% | 104,423 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC XSVN | $459,228 | 8.51% | 9,715 | Shares | 2026-09-02 |