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Vanguard Long-Term Bond ETF
BLV

269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

70% more capital invested

Capital invested by funds: $2.49B → $4.22B (+$1.73B)

8% more funds holding

Funds holding: 250 → 269 (+19)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.16% more ownership

Funds ownership: 61.75% → 61.9% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

54% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.48M

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.48M
Net Calls
-$1.33M
Net Calls Change
-$2.4M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$65.4M
2
LPL Financial
LPL Financial
California
+$57.3M
3
Wells Fargo
Wells Fargo
California
+$48.5M
4
Morgan Stanley
Morgan Stanley
New York
+$20.3M
5
CWA
Carolina Wealth Advisors
South Carolina
+$19.9M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$131M
2
Ameriprise
Ameriprise
Minnesota
-$76.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.08M
4
ICG
InterOcean Capital Group
Tennessee
-$4.6M
5
SWIG
Strategic Wealth Investment Group
Kentucky
-$3.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
PF
51
Parker Financial
Washington
$3.94M +$3.94M +54,466 New
AFS
52
Axiom Financial Strategies
Indiana
$3.74M +$69.3K +957 +2%
FIM
53
Freedom Investment Management
Connecticut
$3.66M -$101K -1,390 -3%
APC
54
Aspire Private Capital
North Carolina
$3.57M +$32.6K +450 +0.9%
SHFP
55
Second Half Financial Partners
Florida
$3.56M +$3.31M +45,772 New
PL
56
Protective Life
Alabama
$3.55M – – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$3.51M +$212K +2,928 +6%
MA
58
Mutual Advisors
Nebraska
$3.51M +$364K +5,022 +12%
BA
59
BCM Advisors
Louisiana
$3.29M +$231K +3,196 +8%
CAM
60
Clark Asset Management
New Hampshire
$3.01M +$3.01M +41,607 New
AA
61
ALPS Advisors
Colorado
$2.88M +$46K +635 +2%
WFA
62
Websterrogers Financial Advisors
South Carolina
$2.8M +$1.39M +19,220 +99%
HWM
63
Horizons Wealth Management
North Carolina
$2.8M -$675K -9,330 -19%
SMI
64
Shelter Mutual Insurance
Missouri
$2.75M – – –
FHC
65
First Heartland Consultants
Missouri
$2.74M +$81.1K +1,121 +3%
US Bancorp
66
US Bancorp
Minnesota
$2.69M +$640K +8,842 +31%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$2.69M -$67.2K -928 -2%
EWA
68
EverSource Wealth Advisors
Alabama
$2.61M +$971K +13,411 +59%
WWM
69
Wiser Wealth Management
Georgia
$2.49M +$74K +1,022 +3%
BWM
70
BerganKDV Wealth Management
Minnesota
$2.47M +$262K +3,622 +12%
HHRDM
71
H&H Retirement Design & Management
Nevada
$2.43M +$332K +4,591 +17%
ACM
72
AlphaStar Capital Management
North Carolina
$2.42M +$11.1K +154 +0.5%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.41M -$300K -4,149 -11%
AssetMark Inc
74
AssetMark Inc
California
$2.4M -$118K -1,636 -5%
Citigroup
75
Citigroup
New York
$2.3M +$305K +4,216 +15%
1 2
3
4 5

BLV Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2022, worth a combined $4.22B — up 70% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BLV positions and 26 closed out — a net gain of 23 holders — while 96 added to existing stakes and 91 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $65.4M. The largest seller was Karpus Investment Management, cutting an estimated $131M.

  • 269 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2022, up from 250 in Q3 2022.
  • Funds reported $4.22B of Vanguard Long-Term Bond ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 49 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $65.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2022 was Karpus Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.