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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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$4.19M -$1.76M -18,470 -29%
HI
52
Human Investing
Oregon
$4.04M -$6.85M -71,876 -63%
Goldman Sachs
53
Goldman Sachs
New York
$3.85M +$4M +41,990 New
SIA
54
Strategic Investment Advisors
Michigan
$3.82M +$407K +4,266 +11%
SFA
55
Semmax Financial Advisors
North Carolina
$3.71M +$958K +10,045 +33%
GAM
56
Gould Asset Management
California
$3.52M +$1.22M +12,805 +50%
SMI
57
Shelter Mutual Insurance
Missouri
$3.5M
ACM
58
AlphaStar Capital Management
North Carolina
$3.45M -$21.3K -223 -0.6%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$3.38M -$1.65M -17,278 -32%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$3.28M -$1.75M -18,365 -34%
HHRDM
61
H&H Retirement Design & Management
Nevada
$3.12M +$201K +2,112 +6%
DWM
62
Darwin Wealth Management
Florida
$2.96M -$5.45M -57,112 -64%
CL
63
Cabana LLC
Arkansas
$2.91M +$2.79M +29,254 +1,082%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$2.72M -$884K -9,273 -24%
HIM
65
Hanlon Investment Management
New Jersey
$2.64M -$196K -2,051 -7%
AAS
66
Avantax Advisory Services
Texas
$2.63M +$59.3K +622 +2%
WWM
67
Wiser Wealth Management
Georgia
$2.58M -$114K -1,193 -4%
US Bancorp
68
US Bancorp
Minnesota
$2.53M -$39.5K -414 -1%
CAN
69
Cetera Advisor Networks
California
$2.47M +$227K +2,380 +10%
SFG
70
Sovereign Financial Group
Connecticut
$2.45M +$817K +8,571 +47%
SAM
71
SignalPoint Asset Management
Missouri
$2.44M +$267K +2,800 +12%
Citigroup
72
Citigroup
New York
$2.23M -$315K -3,305 -12%
AG
73
Ascent Group
Virginia
$2.04M +$362K +3,793 +21%
GRP
74
Global Retirement Partners
California
$2.03M +$2.17M +22,757 +1,296%
BOH
75
Bank of Hawaii
Hawaii
$1.92M +$143K +1,498 +8%

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.