Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XFIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — XFIV

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XFIV 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
45 hedge funds hold XFIV 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 — +61% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+61% 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.
🟢

More buyers than sellers — 65% buying

32 buying17 selling
Last quarter: 32 funds were net buyers (13 opened a brand new position + 19 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 9 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 47% entered in last year

■ 18% conviction (2yr+) ■ 36% medium ■ 47% new
Only 8 funds (18%) 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 +34%, value +10%

Value
+10%
Shares
+34%
Last quarter: funds added +34% more shares while total portfolio value only changed +10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

8 → 9 → 9 → 9 → 13 new funds/Q
New funds entering each quarter: 9 → 9 → 9 → 13. A growing number of institutions are discovering XFIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 60% of holders entered in last year

■ 18% veterans ■ 22% 1-2yr ■ 60% new
Of 45 current holders: 27 (60%) entered in the past year, only 8 (18%) 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.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
8 of 45 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — XFIV

In 2026 Q1, 32 hedge funds were net buyers of XFIV (13 opened a new position, 19 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 25% of total institutional value in XFIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 45.

Hedge Fund Ownership: XFIV

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

Market Analysis: XFIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XFIV

-- --

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

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

Signal Freshness measures how much XFIV 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 · 76d ago
XFIV
-1.1%
SPY
+15.9%

XFIV outperformed SPY by -17.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
XFIV
+0.9%
SPY
+2.0%

Since the filing became public, XFIV outperformed SPY by -1.1% .

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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: XFIV
44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 37 18.92%
13F Shares 8M 6M 33.38%
Total Value $322M $295M 9.47%
New Positions 12 9 +3
Increased Positions 19 22 -3
Closed Positions 5 9 -4
Reduced Positions 12 3 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XFIV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:
Top 25 XFIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Donoghue Forlines LLC 7.38% 542,573 $26.7M
2 Capital Investment Counsel, LLC 2.71% 403,041 $19.8M
3 Mattson Financial Services, LLC 1.87% 159,485 $7.8M
4 Brown Financial Advisors 1.85% 99,566 $4.9M
5 Paladin Wealth, LLC 1.79% 52,920 $2.6M
6 Nemes Rush Group LLC 1.64% 352,068 $17.3M
7 Financial Guidance Group, Inc. 1.51% 76,491 $3.8M
8 S&A Financial Services, Inc. 1.32% 39,139 $1.9M
9 Gradient Investments LLC 1.14% 1,493,253 $73.4M
10 WESPAC Advisors SoCal, LLC 0.73% 69,400 $3.4M
11 Kestra Investment Management, LLC 0.54% 639,942 $31.5M
12 Meridian Wealth Management, LLC 0.34% 195,869 $9.6M
13 Blume Capital Management, Inc. 0.30% 35,515 $1.7M
14 Inspire Advisors, LLC 0.22% 55,803 $2.7M
15 Global Assets Advisory, LLC 0.17% 12,088 $594K
16 Able Wealth Management LLC 0.14% 10,695 $526K
17 AE Wealth Management LLC 0.11% 416,393 $20.5M
18 Strait & Sound Wealth Management LLC 0.09% 5,076 $250K
19 Spectrum Financial Alliance Ltd LLC 0.07% 7,731 $380K
20 Aptus Capital Advisors, LLC 0.03% 76,491 $3.8M
21 WealthPlan Investment Management, LLC 0.02% 9,123 $448K
22 Wealthcare Advisory Partners LLC 0.02% 23,846 $1.2M
23 Belpointe Asset Management LLC 0.02% 11,214 $551K
24 Purpose Unlimited Inc. 0.02% 8,178 $402K
25 Elevated Capital Advisors, LLC 0.01% 1,114 $55K
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 (XFIV)

What does the Smart Money Trend signal show for XFIV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XFIV 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 XFIV?

More buyers than sellers — 65% buying: Last quarter: 32 funds were net buyers (13 opened a brand new position + 19 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XFIV holders?

Strong quality — 25% AUM from major funds: 8 of 45 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XFIV?

Mostly new holders — 47% entered in last year: Only 8 funds (18%) 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 (XFIV) following the 2026 Q1 hedge fund 13F filings?

As of today, XFIV has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), XFIV has gained -1.1% vs +15.9% 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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