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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
OWA
126
Outlook Wealth Advisors
Texas
$587K -$512K -4,988 -45%
22CM
127
20/20 Capital Management
California
$568K -$334K -3,256 -36%
IF
128
Insight Folios
North Carolina
$560K -$1.95K -19 -0.3%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$544K +$98.9K +964 +21%
TFA
130
Tranquilli Financial Advisor
New Jersey
$541K -$1.01M -9,829 -64%
TA
131
TrueWealth Advisors
Alabama
$537K +$553K +5,391 New
CA
132
Cetera Advisors
Colorado
$535K +$114K +1,113 +26%
BSAM
133
Blue Square Asset Management
New York
$530K -$504K -4,912 -48%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$524K +$65.4K +637 +14%
MGIA
135
Moneta Group Investment Advisors
Missouri
$523K +$116K +1,133 +27%
OIA
136
Optimum Investment Advisors
Illinois
$505K +$209K +2,033 +65%
SIA
137
Soltis Investment Advisors
Utah
$503K +$72K +702 +16%
SPIA
138
Steward Partners Investment Advisory
New York
$488K +$361K +3,517 +241%
AC
139
Addison Capital
Pennsylvania
$481K +$12.5K +122 +3%
3LCM
140
3D/L Capital Management
Connecticut
$472K +$493K +4,808 New
T
141
TRUADVICE
Florida
$450K +$23.1K +225 +5%
BFG
142
Berger Financial Group
Minnesota
$417K -$59.5K -580 -12%
WS
143
Wedbush Securities
California
$413K +$2.56K +25 +0.6%
PA
144
PFG Advisors
Arizona
$400K +$21.9K +213 +6%
KA
145
Kovack Advisors
Florida
$399K +$87.1K +849 +26%
Creative Planning
146
Creative Planning
Kansas
$396K +$105K +1,025 +34%
SPC
147
Sigma Planning Corp
Michigan
$393K +$77.4K +754 +23%
AAMC
148
Asset Allocation & Management Company
Illinois
$389K
FIA
149
Foundations Investment Advisors
Arizona
$381K +$821 +8 +0.2%
IAIM
150
International Assets Investment Management
Florida
$378K +$161K +1,566 +77%

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.