Bondbloxx ETF Trust (BBBI) Hedge Fund Ownership (Q2 2026)

Bondbloxx ETF Trust (BBBI)

23 + Investors. Track Smart Money conviction in BBBI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BBBI

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added BBBI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

23 hedge funds hold BBBI right now — the highest count in 2.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +92% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+92% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 58% buying

15 buying11 selling

Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 6 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 65% entered in last year

■ 4% conviction (2yr+) ■ 30% medium ■ 65% new

Only 1 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~5 new funds/quarter

8 → 3 → 6 → 7 → 5 new funds/Q

New funds entering each quarter: 3 → 6 → 7 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 87% of holders entered in last year

■ 4% veterans ■ 9% 1-2yr ■ 87% new

Of 23 current holders: 20 (87%) entered in the past year, only 1 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

3 of 23 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.9

out of 10

Moderate Exit Risk

Exit risk score 5.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	23	22	4.55%
13F Shares	1M	1M	9.19%
Total Value	$73M	$68M	8.15%
New Positions	5	7	-2
Increased Positions	10	10	-
Closed Positions	4	2	+2
Reduced Positions	7	4	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

4.55%

13F Shares

9.19%

Total Value

$73M

$68M

8.15%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBBI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 22 BBBI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Atwood & Palmer Inc	2.15%	785,064	$40.4M
2	Brookwood Investment Group LLC	0.63%	108,001	$5.6M
3	S&A Financial Services, Inc.	0.49%	15,623	$803K
4	Herold Advisors, Inc.	0.27%	26,135	$1.3M
5	Purpose Unlimited Inc.	0.04%	20,817	$1.1M
6	Foundations Investment Advisors, LLC	0.03%	62,059	$3.2M
7	Savvy Advisors, Inc.	0.03%	29,778	$1.5M
8	Archer Investment Corp	0.02%	1,709	$88K
9	Mgo One Seven LLC	0.01%	13,528	$696K
10	&Partners	0.01%	54,080	$2.8M
11	Wealth Enhancement Advisory Services, LLC	0.00%	47,937	$2.4M
12	Cetera Investment Advisers	0.00%	75,634	$3.9M
13	Commonwealth Equity Services, LLC	0.00%	51,436	$2.6M
14	Mml Investors Services, LLC	0.00%	20,923	$1.1M
15	AE Wealth Management LLC	0.00%	6,305	$324K
16	Global Retirement Partners, LLC	0.00%	1,426	$73K
17	Envestnet Asset Management Inc	0.00%	60,588	$3.1M
18	Financial Engines Advisors L.L.C.	0.00%	7,812	$402K
19	Jane Street Group, LLC	0.00%	28,327	$1.5M
20	Jpmorgan Chase & Co	0.00%	8,584	$443K
21	Integrated Wealth Concepts LLC	0.00%	30	$2K
22	Morgan Stanley	0.00%	110	$6K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Bondbloxx ETF Trust (BBBI)

What does the Smart Money Trend signal show for BBBI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BBBI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BBBI?

Slight buying edge — 58% buying: Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BBBI holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 23 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BBBI?

Mostly new holders — 65% entered in last year: Only 1 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Bondbloxx ETF Trust (BBBI)

Smart Money Signals — BBBI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +92% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 65% entered in last year

Steady discovery — ~5 new funds/quarter

Early stage — 87% of holders entered in last year

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — BBBI

Hedge Fund Ownership: BBBI

Market Analysis: BBBI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BBBI

Hedge Fund Positioning: BBBI

Statistics: BBBI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Bondbloxx ETF Trust (BBBI)

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