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Vanguard Long-Term Bond ETF

243 hedge funds and large institutions have $3.29B invested in Vanguard Long-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more call options, than puts

Call options by funds: $3.52M | Put options by funds: $805K

67% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 69

3.06% more ownership

Funds ownership: 62.64%65.7% (+3.1%)

9% less funds holding

Funds holding: 267243 (-24)

11% less capital invested

Capital invested by funds: $3.7B → $3.29B (-$410M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

50% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 46

Holders
243
Holders Change
-24
Holders Change %
-8.99%
% of All Funds
4.27%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
23
Increased
115
Reduced
69
Closed
46
Calls
$3.52M
Puts
$805K
Net Calls
+$2.72M
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Change in
Stake
SWG
251
Summit Wealth Group
Vermont
-$3.38M -30,824 Closed
KPW
252
Kore Private Wealth
New York
-$2.2M -20,045 Closed
OMC
253
Old Mission Capital
Illinois
-$1.92M -17,557 Closed
CCFM
254
Clear Creek Financial Management
Washington
-$1.85M -16,906 Closed
SAM
255
Secure Asset Management
Michigan
-$1.77M -16,153 Closed
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
-$1.26M -12,307 Closed
DIM
257
Delta Investment Management
California
-$1.18M -10,752 Closed
TSS
258
Two Sigma Securities
New York
-$1.11M -10,135 Closed
LFGH
259
Lee Financial Group Hawaii
Hawaii
-$1.01M -9,197 Closed
Millennium Management
260
Millennium Management
New York
-$879K -8,017 Closed
DP
261
Denver PWM
Colorado
-$804K -7,358 Closed
CCM
262
Covington Capital Management
California
-$613K -5,591 Closed
IFG
263
Independent Financial Group
California
-$585K -5,340 Closed
5L
264
55I LLC
Massachusetts
-$451K -4,118 Closed
ASN
265
Advisory Services Network
Georgia
-$387K -3,525 Closed
WIA
266
World Investment Advisors
California
-$364K -3,495 Closed
TF
267
Trek Financial
Arizona
-$288K -2,630 Closed
CFA
268
Cahill Financial Advisors
Minnesota
-$282K -2,572 Closed
HB
269
Homrich & Berg
Georgia
-$265K -2,413 Closed
LFA
270
Lighthouse Financial Advisors
Maryland
-$250K -2,285 Closed
NAG
271
Northstar Advisory Group
New Jersey
-$245K -2,235 Closed
MW
272
Marks Wealth
Maryland
-$208K -1,895 Closed
PWM
273
Perigon Wealth Management
California
-$200K -1,823 Closed
TWA
274
TCI Wealth Advisors
Arizona
-$174K -1,590 Closed
Deutsche Bank
275
Deutsche Bank
Germany
-$98K -897 Closed

BLV Hedge Fund Activity: Q1 2021 in Review

243 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2021, worth a combined $3.29B — down 11% from $3.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of BLV and 23 opened new positions — a net loss of 23 holders — while 69 trimmed existing stakes and 115 added.

The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Ameriprise, cutting an estimated $111M.

  • 243 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2021, down from 267 in Q4 2020.
  • Funds reported $3.29B of Vanguard Long-Term Bond ETF stock for Q1 2021, down 11% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2021 and 46 closed out, a net change of -23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $113M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2021 was Ameriprise, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2021.