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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
QI
26
QS Investors
New York
$10.7M +$2.67K +26 +0%
OPS
27
Orion Portfolio Solutions
Nebraska
$10.3M +$613K +5,976 +6%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$10.2M
KAS
29
Kestra Advisory Services
Texas
$9.53M +$8.43M +82,154 +549%
HI
30
Human Investing
Oregon
$9.4M +$2.35M +22,900 +31%
HP
31
HT Partners
Connecticut
$9.06M +$1.1M +10,713 +13%
AI
32
Atria Investments
North Carolina
$9.01M +$1.09M +10,619 +13%
CFGS
33
Concourse Financial Group Securities
Alabama
$8.86M +$1.62M +15,788 +21%
Betterment LLC
34
Betterment LLC
New York
$8.76M +$1.71M +16,700 +23%
AWM
35
AE Wealth Management
Kansas
$8.11M +$1.12M +10,948 +15%
Stifel Financial
36
Stifel Financial
Missouri
$8.08M +$1.97M +19,222 +30%
BHWM
37
Bay Harbor Wealth Management
Maryland
$7.87M +$1.74M +16,929 +27%
UBS Group
38
UBS Group
Switzerland
$7.78M +$588K +5,733 +8%
Verition Fund Management
39
Verition Fund Management
Connecticut
$7.17M -$20M -194,469 -73%
RJA
40
Raymond James & Associates
Florida
$7.13M +$964K +9,399 +15%
FA
41
FDx Advisors
Illinois
$7.11M +$122K +1,186 +2%
AA
42
ALPS Advisors
Colorado
$6.8M +$744K +7,250 +12%
BRWA
43
B. Riley Wealth Advisors
Florida
$6.66M -$654K -6,374 -9%
BCM
44
Brookstone Capital Management
Illinois
$6.41M +$2.07M +20,180 +45%
SWA
45
Safir Wealth Advisors
New Hampshire
$6.22M +$746K +7,269 +13%
CW
46
CreativeOne Wealth
Kansas
$5.75M +$595K +5,800 +11%
CT
47
Coastline Trust
Rhode Island
$5.52M -$194K -1,895 -3%
PAG
48
Private Advisor Group
New Jersey
$5.51M +$703K +6,848 +14%
AIC
49
Ameritas Investment Company
Nebraska
$5.24M +$5.13M +49,999 +1,466%
IF
50
Intrua Financial
Texas
$4.83M +$2.86M +27,887 +134%

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.