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
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — XBB

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

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% 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 — 59% buying

13 buying9 selling
Last quarter: 13 funds bought or added vs 9 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: 5 → 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 → 5 → 5 → 5 → 5 new funds/Q
New funds entering each quarter: 5 → 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 9 reduced or exited (4 trimmed, 5 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). 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.

Is It Too Late to Buy Bondbloxx ETF Trust (XBB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XBB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 90d ago
XBB
+0.7%
SPY
+13.7%

XBB outperformed SPY by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
XBB
+0.8%
SPY
+0.1%

Since the filing became public, XBB outperformed SPY by +0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 22 XBB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atwood & Palmer Inc 1.15% 500,015 $20.3M
2 Teucrium Investment Advisors, LLC 1.01% 32,110 $1.3M
3 Sage Rhino Capital LLC 0.40% 52,462 $2.1M
4 Mgo One Seven LLC 0.18% 218,625 $8.9M
5 IFP Advisors, Inc 0.06% 71,494 $2.9M
6 CGN Advisors LLC 0.04% 13,649 $555K
7 Stratos Investment Management, LLC 0.03% 19,350 $787K
8 Lido Advisors, LLC 0.03% 226,571 $9.2M
9 Archer Investment Corp 0.01% 1,070 $44K
10 Crews Bank & Trust 0.01% 1,250 $51K
11 Dynamic Advisor Solutions LLC 0.01% 5,000 $203K
12 Nemes Rush Group LLC 0.00% 703 $29K
13 Truvestments Capital LLC 0.00% 370 $15K
14 Mml Investors Services, LLC 0.00% 23,543 $958K
15 Cetera Investment Advisers 0.00% 21,953 $893K
16 Kestra Advisory Services, LLC 0.00% 5,696 $232K
17 Envestnet Asset Management Inc 0.00% 13,508 $550K
18 Jane Street Group, LLC 0.00% 6,539 $266K
19 Osaic Holdings, INC. 0.00% 331 $13K
20 AE Wealth Management LLC 0.00% 81 $3K
21 National Bank of Canada /Fi/ 0.00% 120 $5K
22 Morgan Stanley 0.00% 5 —
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for XBB?

Slight buying edge — 59% buying: Last quarter: 13 funds bought or added vs 9 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.

Is it too late to buy Bondbloxx ETF Trust (XBB) following the 2026 Q1 hedge fund 13F filings?

As of today, XBB has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), XBB has gained +0.7% vs +13.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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