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Vanguard Long-Term Bond ETF

257 hedge funds and large institutions have $3.9B invested in Vanguard Long-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,087% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $276K

83% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 66

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $3.55B → $3.9B (+$352M)

2.33% more ownership

Funds ownership: 62.85%65.18% (+2.3%)

2% more funds holding

Funds holding: 253257 (+4)

Holders
257
Holders Change
+4
Holders Change %
+1.58%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
34
Increased
121
Reduced
66
Closed
25
Calls
$3.27M
Puts
$276K
Net Calls
+$3M
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$587K -$41.7K -397 -6%
FTUS
127
Flow Traders U.S.
New York
$582K -$642K -6,118 -52%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$582K +$16.9K +161 +3%
SEP
129
Southland Equity Partners
Missouri
$574K -$328K -3,129 -36%
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$569K +$16.1K +153 +3%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$565K -$26.2K -250 -4%
3LCM
132
3D/L Capital Management
Connecticut
$564K +$37.6K +358 +7%
IF
133
Insight Folios
North Carolina
$561K +$21.9K +209 +4%
BWM
134
BerganKDV Wealth Management
Minnesota
$556K +$113K +1,080 +25%
MGIA
135
Moneta Group Investment Advisors
Missouri
$537K +$59.8K +570 +12%
SIA
136
Soltis Investment Advisors
Utah
$530K +$95K +905 +21%
CAG
137
Csenge Advisory Group
Florida
$491K +$501K +4,771 New
KFS
138
Kelly Financial Services
Massachusetts
$490K -$25.2M -240,063 -98%
SPC
139
Sigma Planning Corp
Michigan
$483K +$42.4K +404 +9%
TA
140
TrueWealth Advisors
Alabama
$482K -$84.5K -805 -15%
BSAM
141
Blue Square Asset Management
New York
$479K +$491K +4,680 New
AC
142
Addison Capital
Pennsylvania
$477K -$11.7K -111 -2%
WS
143
Wedbush Securities
California
$467K
NCM
144
Narwhal Capital Management
Georgia
$458K -$285K -2,715 -38%
PAS
145
Park Avenue Securities
New York
$449K +$36.4K +347 +9%
IWC
146
Integrated Wealth Concepts
Massachusetts
$441K +$34.8K +332 +8%
SB
147
Strategic Blueprint
Georgia
$431K +$117K +1,116 +36%
BFG
148
Berger Financial Group
Minnesota
$413K -$22.3K -212 -5%
BFO
149
Boston Family Office
Massachusetts
$413K
Baird Financial Group
150
Baird Financial Group
Wisconsin
$402K -$41K -391 -9%

BLV Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2021, worth a combined $3.9B — up 9.9% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BLV positions and 25 closed out — a net gain of 9 holders — while 121 added to existing stakes and 66 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $199M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $45.5M sold.

  • 257 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2021, up from 253 in Q2 2021.
  • Funds reported $3.9B of Vanguard Long-Term Bond ETF stock for Q3 2021, up 9.9% quarter-over-quarter.
  • 34 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2021 and 25 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $199M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2021 was Susquehanna International Group, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2021.