We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

262 hedge funds and large institutions have $3.16B invested in Vanguard Long-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $880K | Put options by funds: $403K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

9% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 102

4% less funds holding

Funds holding: 272262 (-10)

4.11% less ownership

Funds ownership: 65.72%61.62% (-4.1%)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

22% less capital invested

Capital invested by funds: $4.06B → $3.16B (-$895M)

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
31
Increased
93
Reduced
102
Closed
38
Calls
$880K
Puts
$403K
Net Calls
+$477K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$11M +$1.01M +10,580 +10%
Betterment LLC
27
Betterment LLC
New York
$10.9M +$313K +3,278 +3%
UBS Group
28
UBS Group
Switzerland
$10.2M -$452K -4,739 -4%
AWM
29
AE Wealth Management
Kansas
$9.59M -$1.85M -19,409 -16%
AI
30
Atria Investments
North Carolina
$9.41M -$2.3M -24,131 -19%
BHWM
31
Bay Harbor Wealth Management
Maryland
$9.11M +$121K +1,273 +1%
CW
32
CreativeOne Wealth
Kansas
$8.49M +$700K +7,338 +9%
Prudential Financial
33
Prudential Financial
New Jersey
$8.28M +$1.43M +14,988 +20%
HP
34
HT Partners
Connecticut
$8.01M +$177K +1,860 +2%
BRWA
35
B. Riley Wealth Advisors
Florida
$7.91M +$660K +6,917 +9%
CFGS
36
Concourse Financial Group Securities
Alabama
$7.34M -$1.67M -17,515 -18%
EA
37
Evolution Advisers
Virginia
$6.99M +$422K +4,421 +6%
OMC
38
Old Mission Capital
Illinois
$6.95M +$6.54M +68,565 +943%
SWM
39
SigFig Wealth Management
California
$6.45M +$218K +2,290 +4%
SWA
40
Safir Wealth Advisors
New Hampshire
$6.37M -$148K -1,556 -2%
FIM
41
Freedom Investment Management
Connecticut
$5.73M +$944K +9,900 +19%
SWIG
42
Strategic Wealth Investment Group
Kentucky
$5.61M +$1.82M +19,129 +46%
CA
43
CoreCap Advisors
Michigan
$5.45M +$276K +2,890 +5%
NA
44
NewEdge Advisors
Louisiana
$5.08M +$1.03M +10,794 +24%
Truist Financial
45
Truist Financial
North Carolina
$4.85M -$977K -10,249 -16%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$4.61M +$191K +2,005 +4%
APC
47
Aspire Private Capital
North Carolina
$4.53M +$301K +3,152 +7%
AssetMark Inc
48
AssetMark Inc
California
$4.47M -$142K -1,486 -3%
AA
49
ALPS Advisors
Colorado
$4.3M -$2.1M -21,970 -32%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$4.28M +$4.45M +46,642 New

BLV Hedge Fund Activity: Q1 2022 in Review

262 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2022, worth a combined $3.16B — down 22% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BLV and 31 opened new positions — a net loss of 7 holders — while 102 trimmed existing stakes and 93 added.

The largest buyer was Envestnet Asset Management, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $252M.

  • 262 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2022, down from 272 in Q4 2021.
  • Funds reported $3.16B of Vanguard Long-Term Bond ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 31 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2022 and 38 closed out, a net change of -7 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $145M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2022.