We are live on ! Find out more
BLV icon

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
AFS
101
Axiom Financial Strategies
Indiana
$1.19M +$64.6K +677 +5%
SOS
102
Silver Oak Securities
Tennessee
$1.18M +$1.3M +13,592 New
M&T Bank
103
M&T Bank
New York
$1.18M
VC
104
Veery Capital
Delaware
$1.1M +$85.7K +899 +8%
OC
105
Oppenheimer & Co
New York
$1.07M +$361K +3,785 +48%
MA
106
MUFG Americas
New York
$1.05M -$722K -7,575 -40%
BPA
107
Beacon Pointe Advisors
California
$1.04M +$1.08M +11,329 New
PMA
108
Prudent Man Advisors
Illinois
$1.02M -$148K -1,550 -12%
DP
109
Denver PWM
Colorado
$1.01M +$31.4K +329 +3%
PCA
110
Permit Capital Advisors
Pennsylvania
$1M +$1.13M +11,870 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$1M -$3.22M -33,794 -76%
RJA
112
Raymond James & Associates
Florida
$893K -$6.53M -68,525 -88%
GFPC
113
Global Financial Private Client
Florida
$888K -$96K -1,007 -9%
AAS
114
Ameritas Advisory Services
Nebraska
$887K -$28.4M -297,541 -97%
BOM
115
Bank of Marin
California
$830K +$24.5K +257 +3%
3LCM
116
3D/L Capital Management
Connecticut
$770K +$280K +2,939 +54%
AFS
117
AFG Fiduciary Services
Massachusetts
$762K +$691K +7,248 +337%
FAIM
118
Financial Advocates Investment Management
Washington
$755K +$1.43K +15 +0.2%
EWA
119
EverSource Wealth Advisors
Alabama
$749K +$56.1K +588 +8%
PFM
120
Phillips Financial Management
Indiana
$721K +$750K +7,861 New
OIA
121
OneDigital Investment Advisors
Kansas
$715K -$224K -2,350 -23%
FA
122
Flagstar Advisors
New York
$711K -$223K -2,340 -23%
MWM
123
Maripau Wealth Management
Indiana
$687K +$32K +336 +4%
CA
124
Cetera Advisors
Colorado
$675K -$73.1K -767 -9%
Kayne Anderson Rudnick Investment Management
125
Kayne Anderson Rudnick Investment Management
California
$673K

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.