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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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$4.83M +$1.1M +10,756 +28%
Prudential Financial
52
Prudential Financial
New Jersey
$4.74M +$1.5M +14,659 +44%
SWM
53
SigFig Wealth Management
California
$4.55M +$1.17M +11,392 +33%
FIM
54
Freedom Investment Management
Connecticut
$4.5M -$317K -3,085 -6%
PI
55
PFS Investments
Georgia
$4.5M +$551K +5,374 +13%
WWM
56
Wiser Wealth Management
Georgia
$4.49M -$1.4M -13,637 -23%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$4.47M -$919K -8,961 -16%
Truist Financial
58
Truist Financial
North Carolina
$4.45M -$965K -9,402 -17%
DWM
59
Darwin Wealth Management
Florida
$4.44M -$1.49M -14,540 -24%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$4.42M -$643K -6,262 -12%
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$4.39M +$241K +2,347 +6%
GAM
62
Gould Asset Management
California
$3.75M -$3.03M -29,567 -44%
SMI
63
Shelter Mutual Insurance
Missouri
$3.73M +$3.9M +38,000 New
TCWA
64
Ten Capital Wealth Advisors
Washington
$3.68M -$2.42M -23,583 -39%
SIA
65
Strategic Investment Advisors
Michigan
$3.62M +$414K +4,031 +12%
APC
66
Aspire Private Capital
North Carolina
$3.4M +$923K +8,999 +35%
SFA
67
Semmax Financial Advisors
North Carolina
$3.3M +$578K +5,630 +20%
CA
68
Cambridge Associates
Massachusetts
$3.06M +$1.92M +18,737 +150%
FHC
69
First Heartland Consultants
Missouri
$2.96M +$490K +4,773 +19%
AFS
70
Axiom Financial Strategies
Indiana
$2.93M +$720K +7,017 +31%
ACM
71
AlphaStar Capital Management
North Carolina
$2.89M +$728K +7,092 +32%
Vanguard Group
72
Vanguard Group
Pennsylvania
$2.88M +$18.8K +183 +0.6%
HIM
73
Hanlon Investment Management
New Jersey
$2.75M +$573K +5,585 +25%
SAM
74
SignalPoint Asset Management
Missouri
$2.73M -$321K -3,125 -10%
FAN
75
Financial Advisors Network
California
$2.64M -$382K -3,720 -12%

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.