Vanguard Long-Term Bond ETF
365 hedge funds and large institutions have $4.04B invested in Vanguard Long-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 133 increasing their positions, 102 reducing their positions, and 23 closing their positions.
287% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 23
44% more funds holding in top 10
Funds holding in top 10: 16 → 23 (+7)
30% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 102
22% more funds holding
Funds holding: 300 → 365 (+65)
20% more capital invested
Capital invested by funds: $3.38B → $4.04B (+$661M)
0.63% more ownership
Funds ownership: 64.33% → 64.96% (+0.63%)
34% less call options, than puts
Call options by funds: $2.61M | Put options by funds: $3.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$96.3M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$65.5M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$47.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.5M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$129M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.1M |
| 3 |
NI
NYL Investors
New York
|
-$12.7M |
| 4 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$8.68M |
| 5 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$8.67M |
BLV Hedge Fund Activity: Q4 2023 in Review
365 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2023, worth a combined $4.04B — up 20% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new BLV positions and 23 closed out — a net gain of 66 holders — while 133 added to existing stakes and 102 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $96.3M. The largest seller was Wells Fargo, cutting an estimated $129M.
- 365 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2023, up from 300 in Q3 2023.
- Funds reported $4.04B of Vanguard Long-Term Bond ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 89 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2023 and 23 closed out, a net change of +66 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $96.3M added.
- The largest Vanguard Long-Term Bond ETF seller in Q4 2023 was Wells Fargo, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2023.