We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

362 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 102 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 102

11% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.29M

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

1% less funds holding

Funds holding: 365362 (-3)

9.36% less ownership

Funds ownership: 64.96%55.61% (-9.4%)

21% less capital invested

Capital invested by funds: $4.04B → $3.19B (-$852M)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
47
Increased
170
Reduced
102
Closed
44
Calls
$1.44M
Puts
$1.29M
Net Calls
+$144K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
51
Bay Harbor Wealth Management
Maryland
$6.9M +$673K +9,329 +11%
PA
52
PFW Advisors
Georgia
$6.77M -$170K -2,363 -2%
CAM
53
Clark Asset Management
New Hampshire
$6.58M +$840K +11,637 +15%
MFS
54
Madrona Financial Services
Washington
$6.51M +$1.84M +25,458 +39%
EWA
55
EverSource Wealth Advisors
Alabama
$6.49M +$1.54M +21,383 +29%
Squarepoint
56
Squarepoint
New York
$6.36M +$6.35M +87,957 New
TPCW
57
TD Private Client Wealth
New York
$6.28M +$929K +12,879 +17%
SWA
58
Safir Wealth Advisors
New Hampshire
$6.27M +$500K +6,924 +9%
AssetMark Inc
59
AssetMark Inc
California
$6.09M +$1.48M +20,532 +32%
HHRDM
60
H&H Retirement Design & Management
Nevada
$6.06M -$1.12M -15,590 -15%
FIS
61
Fischer Investment Strategies
California
$5.88M -$8.63M -119,654 -60%
Prudential Financial
62
Prudential Financial
New Jersey
$5.85M -$3.86M -53,529 -40%
NA
63
NewEdge Advisors
Louisiana
$5.84M -$595K -8,250 -9%
GSWM
64
Greenup Street Wealth Management
Michigan
$5.81M +$674K +9,335 +13%
JP Morgan Chase
65
JP Morgan Chase
New York
$5.68M +$370K +5,130 +7%
PF
66
Parker Financial
Washington
$5.62M +$556K +7,711 +11%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$5.43M -$52.6K -729 -1%
VH
68
Visionary Horizons
Tennessee
$5.43M +$402K +5,574 +8%
SWM
69
SigFig Wealth Management
California
$5.38M +$356K +4,937 +7%
CA
70
Cetera Advisors
Colorado
$5.29M +$1.88M +26,032 +55%
CFGS
71
Concourse Financial Group Securities
Alabama
$5.28M +$162K +2,241 +3%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$5.18M +$911K +12,631 +21%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$4.95M +$94K +1,303 +2%
BCM
74
Brookstone Capital Management
Illinois
$4.72M -$235K -3,252 -5%
CA
75
CoreCap Advisors
Michigan
$4.66M +$285K +3,946 +7%

BLV Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2024, worth a combined $3.19B — down 21% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BLV positions and 44 closed out — a net gain of 3 holders — while 170 added to existing stakes and 102 trimmed.

The largest buyer was Greystone Financial Group, adding an estimated $20.3M. The largest seller was Wells Fargo, cutting an estimated $373M.

  • 362 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2024, down from 365 in Q4 2023.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q1 2024, down 21% quarter-over-quarter.
  • 47 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2024 and 44 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2024 was Greystone Financial Group, an estimated $20.3M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2024 was Wells Fargo, an estimated $373M sold.

Based on aggregated 13F filings for Q1 2024.