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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
PMA
101
Prudent Man Advisors
Illinois
$1.19M
BOH
102
Bank of Hawaii
Hawaii
$1.13M +$106K +1,030 +10%
OC
103
Oppenheimer & Co
New York
$1.11M +$466K +4,540 +67%
IA
104
IFG Advisory
Georgia
$1.07M +$188K +1,837 +20%
DWM
105
Dakota Wealth Management
Florida
$1.06M +$646K +6,295 +139%
MA
106
MUFG Americas
New York
$1.03M -$35.7K -348 -3%
VC
107
Veery Capital
Delaware
$1.01M +$64.6K +630 +6%
GWMIA
108
Global Wealth Management Investment Advisory
Florida
$951K +$117K +1,144 +13%
SWA
109
Stratos Wealth Advisors
Ohio
$923K +$467K +4,549 +94%
CF
110
Centaurus Financial
California
$878K -$1.09M -10,651 -54%
SBH
111
Segall Bryant & Hamill
Illinois
$860K
CB
112
Cadence Bank
Mississippi
$789K -$1.38M -13,459 -63%
BBA
113
BLB&B Advisors
Pennsylvania
$786K +$113K +1,100 +16%
NCM
114
Narwhal Capital Management
Georgia
$759K +$316K +3,075 +66%
SEP
115
Southland Equity Partners
Missouri
$743K +$137K +1,332 +21%
Goldman Sachs
116
Goldman Sachs
New York
$713K +$745K +7,261 New
RPG
117
Resource Planning Group
Georgia
$686K -$251K -2,442 -26%
FAIM
118
Financial Advocates Investment Management
Washington
$663K -$85.4K -832 -11%
PAS
119
Park Avenue Securities
New York
$642K -$85.2K -830 -11%
MIM
120
Moseley Investment Management
Florida
$640K +$35.4K +345 +6%
BUB
121
BBVA USA Bancshares
Texas
$636K +$26.7K +260 +4%
RFC
122
Regions Financial Corp
Alabama
$634K -$284K -2,765 -30%
HI
123
Harbour Investments
Wisconsin
$615K +$643K +6,266 New
BOM
124
Bank of Marin
California
$614K +$414K +4,034 +182%
CIBC World Market
125
CIBC World Market
Ontario, Canada
$610K

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.