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Vanguard Long-Term Bond ETF
BLV

250 hedge funds and large institutions have $2.49B invested in Vanguard Long-Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $1.18M

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

1.18% less ownership

Funds ownership: 62.93% → 61.75% (-1.2%)

3% less funds holding

Funds holding: 257 → 250 (-7)

9% less capital invested

Capital invested by funds: $2.72B → $2.49B (-$233M)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
250
Holders Change
-7
Holders Change %
-2.72%
% of All Funds
4.31%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
34
Increased
87
Reduced
92
Closed
38
Calls
$2.25M
Puts
$1.18M
Net Calls
+$1.06M
Net Calls Change
+$1.66M

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$29.2M
2
Morgan Stanley
Morgan Stanley
New York
+$20M
3
MIS
Morningstar Investment Services
Illinois
+$12.9M
4
Bank of America
Bank of America
North Carolina
+$8.5M
5
SW
Signify Wealth
Missouri
+$5.48M

Top Sellers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
-$21.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.63M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$6.64M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
226
Strategic Asset Management
Minnesota
$7K – – –
BlackRock
227
BlackRock
New York
$6K -$316 -4 -5%
RIA
228
Realta Investment Advisors
Delaware
$6K +$6.96K +88 New
BCMLT
229
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
OPW
230
Oxler Private Wealth
New York
$4.9K +$3.95K +50 New
BC
231
Barrett & Company
Rhode Island
$4.71K +$5.14K +65 New
AIC
232
Archer Investment Corporation
Indiana
$4.61K – – –
AWM
233
Accel Wealth Management
Iowa
$4K – – –
EW
234
Element Wealth
Mississippi
$4K +$4.27K +54 New
Fidelity Investments
235
Fidelity Investments
Massachusetts
$3K -$5.77K -73 -62%
FHC
236
First Heartland Consultants
Missouri
$2.64K -$15.3K -193 -0.5%
CWAF
237
Core Wealth Advisors (Florida)
Florida
$2K – – –
IFAM
238
Institutional & Family Asset Management
Colorado
$2K – – –
VCM
239
Versant Capital Management
Arizona
$2K – – –
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08K – – –
GFPC
241
Global Financial Private Client
Florida
$1.06K -$1.19K -15 -52%
AA
242
Ancora Advisors
Ohio
$1K – – –
CB
243
CNB Bank
Pennsylvania
$1K – – –
LFG
244
Larson Financial Group
Missouri
$1K – – –
TFA
245
Transamerica Financial Advisors
Florida
$1K – – –
VNA
246
Valley National Advisers
Pennsylvania
$1K – – –
LS
247
Leelyn Smith
Illinois
$1K +$1.03K +13 New
HNWAG
248
High Net Worth Advisory Group
Florida
$1K +$1.5K +19 New
GAM
249
Gould Asset Management
California
– -$2.83M -35,485 Closed
Renaissance Technologies
250
Renaissance Technologies
New York
– -$1.08M -13,503 Closed
8 9
10
11 12

BLV Hedge Fund Activity: Q3 2022 in Review

250 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2022, worth a combined $2.49B — down 8.6% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BLV and 34 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 87 added.

The largest buyer was Karpus Investment Management, adding an estimated $29.2M. The largest seller was Westwood Holdings Group, cutting an estimated $21.3M.

  • 250 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2022, down from 257 in Q2 2022.
  • Funds reported $2.49B of Vanguard Long-Term Bond ETF stock for Q3 2022, down 8.6% quarter-over-quarter.
  • 34 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2022 and 38 closed out, a net change of -4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2022 was Karpus Investment Management, an estimated $29.2M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2022 was Westwood Holdings Group, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2022.