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Vanguard Long-Term Bond ETF

253 hedge funds and large institutions have $3.55B invested in Vanguard Long-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $766K

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more capital invested

Capital invested by funds: $3.29B → $3.55B (+$262M)

4% more funds holding

Funds holding: 243253 (+10)

2.85% less ownership

Funds ownership: 65.7%62.85% (-2.8%)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
39
Increased
105
Reduced
76
Closed
25
Calls
$2.78M
Puts
$766K
Net Calls
+$2.02M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$10.4M +$953K +9,530 +10%
KAS
27
Kestra Advisory Services
Texas
$10.3M +$266K +2,660 +3%
HI
28
Human Investing
Oregon
$10M +$139K +1,393 +1%
CFGS
29
Concourse Financial Group Securities
Alabama
$9.88M +$564K +5,638 +6%
HP
30
HT Partners
Connecticut
$9.8M +$276K +2,758 +3%
AWM
31
AE Wealth Management
Kansas
$9.69M +$1.14M +11,403 +14%
Betterment LLC
32
Betterment LLC
New York
$9.6M +$397K +3,976 +4%
Stifel Financial
33
Stifel Financial
Missouri
$9.26M +$758K +7,584 +9%
Goldman Sachs
34
Goldman Sachs
New York
$9.01M +$8.02M +80,215 +1,105%
UBS Group
35
UBS Group
Switzerland
$8.98M +$786K +7,860 +10%
BHWM
36
Bay Harbor Wealth Management
Maryland
$8.73M +$447K +4,471 +6%
RJA
37
Raymond James & Associates
Florida
$7.62M +$125K +1,254 +2%
FA
38
FDx Advisors
Illinois
$7.42M -$36.6K -366 -0.5%
BRWA
39
B. Riley Wealth Advisors
Florida
$7.33M +$334K +3,343 +5%
HighTower Advisors
40
HighTower Advisors
Illinois
$7.17M +$5.31M +53,163 +324%
SWA
41
Safir Wealth Advisors
New Hampshire
$7.07M +$529K +5,290 +8%
AA
42
ALPS Advisors
Colorado
$7.05M -$90K -900 -1%
CW
43
CreativeOne Wealth
Kansas
$6.47M +$422K +4,220 +7%
Prudential Financial
44
Prudential Financial
New Jersey
$6.16M +$1.16M +11,579 +24%
DWM
45
Darwin Wealth Management
Florida
$5.45M +$765K +7,653 +17%
CT
46
Coastline Trust
Rhode Island
$5.35M -$437K -4,370 -8%
SWM
47
SigFig Wealth Management
California
$5.34M +$545K +5,455 +12%
AssetMark Inc
48
AssetMark Inc
California
$5.18M +$2.84M +28,373 +129%
Jane Street
49
Jane Street
New York
$5.15M -$29.8M -298,430 -86%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$5.11M

BLV Hedge Fund Activity: Q2 2021 in Review

253 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2021, worth a combined $3.55B — up 7.9% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BLV positions and 25 closed out — a net gain of 14 holders — while 105 added to existing stakes and 76 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $29.8M.

  • 253 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2021, up from 243 in Q1 2021.
  • Funds reported $3.55B of Vanguard Long-Term Bond ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 39 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2021 and 25 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $110M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2021 was Jane Street, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2021.