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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
WWM
51
Wiser Wealth Management
Georgia
$5.11M +$386K +3,860 +8%
APC
52
Aspire Private Capital
North Carolina
$4.74M +$1.13M +11,291 +33%
Truist Financial
53
Truist Financial
North Carolina
$4.67M +$3.8K +38 +0.1%
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$4.63M +$22.3K +223 +0.5%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$4.61M +$2.51M +25,160 +129%
FIM
56
Freedom Investment Management
Connecticut
$4.58M -$134K -1,340 -3%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$4.42M -$630K -6,304 -13%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$4.33M -$351K -3,516 -8%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$4.31M -$322K -3,221 -7%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$4.31M +$1.8M +18,031 +76%
SMI
61
Shelter Mutual Insurance
Missouri
$3.92M
SIA
62
Strategic Investment Advisors
Michigan
$3.69M -$106K -1,060 -3%
SFA
63
Semmax Financial Advisors
North Carolina
$3.67M +$199K +1,991 +6%
ACM
64
AlphaStar Capital Management
North Carolina
$3.46M +$412K +4,125 +14%
Citigroup
65
Citigroup
New York
$3.38M +$939K +9,396 +40%
CA
66
Cambridge Associates
Massachusetts
$3.34M +$122K +1,224 +4%
FHC
67
First Heartland Consultants
Missouri
$3.26M +$148K +1,481 +5%
FAN
68
Financial Advisors Network
California
$3.18M +$393K +3,933 +15%
AFS
69
Axiom Financial Strategies
Indiana
$3.11M +$34.6K +346 +1%
TCWA
70
Ten Capital Wealth Advisors
Washington
$3.06M -$780K -7,805 -21%
HIM
71
Hanlon Investment Management
New Jersey
$3.02M +$134K +1,344 +5%
NFG
72
Next Financial Group
Texas
$2.96M +$255K +2,553 +10%
SAM
73
SignalPoint Asset Management
Missouri
$2.87M +$7.1K +71 +0.3%
NA
74
NewEdge Advisors
Louisiana
$2.82M +$186K +1,865 +7%
MAFM
75
Mid Atlantic Financial Management
Pennsylvania
$2.76M +$180K +1,800 +7%

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.