Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XBB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — XBB

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XBB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
23 hedge funds hold XBB right now — the highest count in 3.0 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 — +77% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+77% 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 — 57% buying

13 buying10 selling
Last quarter: 13 funds bought or added vs 10 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: 6 → 5 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 35% entered in last year

■ 22% conviction (2yr+) ■ 43% medium ■ 35% new
Only 5 funds (22%) 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.
💎

Buying through price weakness — shares -10%, value -87%

Value
-87%
Shares
-10%
Last quarter: funds added -10% more shares while total portfolio value only changed -87%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~5 new funds/quarter

1 → 6 → 5 → 5 → 5 new funds/Q
New funds entering each quarter: 6 → 5 → 5 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 22% veterans, 52% new entrants

■ 22% veterans ■ 26% 1-2yr ■ 52% new
Of 23 current holders: 5 (22%) held 2+ years, 6 held 1–2 years, 12 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
3 of 23 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — XBB

In 2026 Q1, 13 hedge funds were net buyers of XBB (5 opened a new position, 8 added to an existing one), while 10 reduced or exited (4 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: XBB

How many hedge funds hold XBB — quarterly history vs. share price
Quarterly hedge fund ownership of XBB vs. share price

Market Analysis: XBB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XBB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: XBB
2026 Q2 Stats Unlock in 2 days 23 + Investors

Track Smart Money conviction in XBB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 23 -
13F Shares 9M 10M -10.36%
Total Value $50M $394M -87.39%
New Positions 5 5 -
Increased Positions 8 10 -2
Closed Positions 5 3 +2
Reduced Positions 4 2 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XBB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

23 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 XBB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Potomac Fund Management Inc /Adv 1.39% 1,342,400 $55.0M
2 Atwood & Palmer Inc 1.11% 507,082 $20.8M
3 Teucrium Investment Advisors, LLC 1.04% 28,510 $1.2M
4 Toews Corp /Adv 0.97% 161,700 $6.6M
5 GK Wealth Management LLC 0.15% 6,936 $284K
6 Mgo One Seven LLC 0.14% 207,105 $8.5M
7 Sage Rhino Capital LLC 0.07% 9,850 $404K
8 IFP Advisors, Inc 0.06% 78,747 $3.2M
9 CGN Advisors LLC 0.04% 14,534 $596K
10 Lido Advisors, LLC 0.03% 238,106 $9.8M
11 Archer Investment Corp 0.01% 1,192 $49K
12 Crews Bank & Trust 0.01% 1,250 $51K
13 Swan Global Investments, LLC 0.01% 5,500 $225K
14 Compound Planning, Inc. 0.01% 5,690 $233K
15 Mml Investors Services, LLC 0.01% 71,102 $2.9M
16 Wealth Enhancement Advisory Services, LLC 0.01% 85,875 $3.5M
17 Dynamic Advisor Solutions LLC 0.01% 5,000 $205K
18 Mirae Asset Global Investments Co., Ltd. 0.00% 42,857 $1.8M
19 Nemes Rush Group LLC 0.00% 703 $29K
20 Truvestments Capital LLC 0.00% 370 $15K
21 Global Retirement Partners, LLC 0.00% 1,565 $64K
22 Cetera Investment Advisers 0.00% 22,791 $934K
23 Kestra Advisory Services, LLC 0.00% 5,479 $225K
24 Envestnet Asset Management Inc 0.00% 21,148 $867K
25 Osaic Holdings, INC. 0.00% 331 $14K
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 (XBB)

What does the Smart Money Trend signal show for XBB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XBB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XBB?

Slight buying edge — 57% buying: Last quarter: 13 funds bought or added vs 10 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 XBB holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 23 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XBB?

Mostly new holders — 35% entered in last year: Only 5 funds (22%) 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →