Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XFIV)

59 + 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
↑ +16
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — XFIV

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
61 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 — +79% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+79% 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 — 63% buying

40 buying23 selling
Last quarter: 40 funds were net buyers (20 opened a brand new position + 20 added to an existing one). Only 23 were sellers (19 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new XFIV position: 9 → 9 → 13 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 57% entered in last year

■ 16% conviction (2yr+) ■ 26% medium ■ 57% new
Only 10 funds (16%) 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.
🚀

Acceleration phase — new buyers rushing in

10 → 9 → 9 → 13 → 20 new funds/Q
New funds entering each quarter: 9 → 9 → 13 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 69% of holders entered in last year

■ 18% veterans ■ 13% 1-2yr ■ 69% new
Of 61 current holders: 42 (69%) entered in the past year, only 11 (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 — 27% AUM from major funds

27% from top-100 AUM funds
9 of 60 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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 — XFIV

In 2026 Q2, 40 hedge funds were net buyers of XFIV (20 opened a new position, 20 added to an existing one), while 23 reduced or exited (19 trimmed, 4 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 27% of total institutional value in XFIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 61.

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

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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.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: XFIV
59 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 59 45 31.11%
13F Shares 7M 8M -10.36%
Total Value $281M $324M -13.42%
New Positions 20 13 +7
Increased Positions 20 19 +1
Closed Positions 5 6 -1
Reduced Positions 18 12 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XFIV

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Institutional Holders (2026 Q2)

59 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Donoghue Forlines LLC 6.10% 484,673 $23.6M
2 Viaable, LLC 4.85% 120,329 $5.8M
3 Capital Investment Counsel, LLC 2.75% 456,134 $22.2M
4 Nemes Rush Group LLC 1.66% 413,143 $20.1M
5 Arvest Investments, INC. 1.43% 242,898 $11.8M
6 S&A Financial Services, Inc. 1.37% 46,165 $2.2M
7 Financial Guidance Group, Inc. 1.22% 66,879 $3.3M
8 WESPAC Advisors SoCal, LLC 0.66% 75,634 $3.7M
9 Mattson Financial Services, LLC 0.65% 64,201 $3.1M
10 Brown Financial Advisors 0.64% 37,670 $1.8M
11 Paladin Wealth, LLC 0.62% 22,055 $1.1M
12 Kestra Investment Management, LLC 0.49% 517,038 $25.2M
13 Gradient Investments LLC 0.37% 549,620 $26.8M
14 Meridian Wealth Management, LLC 0.30% 199,084 $9.7M
15 Strait & Sound Wealth Management LLC 0.28% 16,159 $787K
16 Blume Capital Management, Inc. 0.25% 34,890 $1.7M
17 Inspire Advisors, LLC 0.18% 53,212 $2.6M
18 Global Assets Advisory, LLC 0.13% 12,136 $588K
19 AE Wealth Management LLC 0.09% 416,674 $20.3M
20 Spectrum Financial Alliance Ltd LLC 0.06% 7,731 $376K
21 Capital Wealth Management, LLC 0.05% 4,565 $222K
22 Purpose Unlimited Inc. 0.05% 28,243 $1.4M
23 Able Wealth Management LLC 0.05% 4,625 $225K
24 Aptus Capital Advisors, LLC 0.02% 66,879 $3.3M
25 WealthPlan Investment Management, LLC 0.02% 9,171 $446K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 63% buying: Last quarter: 40 funds were net buyers (20 opened a brand new position + 20 added to an existing one). Only 23 were sellers (19 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XFIV holders?

Strong quality — 27% AUM from major funds: 9 of 60 holders rank in the top 100 by AUM, accounting for 27% 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 — 57% entered in last year: Only 10 funds (16%) 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.

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