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Vanguard Long-Term Bond ETF

269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

70% more capital invested

Capital invested by funds: $2.49B → $4.22B (+$1.73B)

8% more funds holding

Funds holding: 250269 (+19)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.16% more ownership

Funds ownership: 61.75%61.9% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

54% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.48M

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.48M
Net Calls
-$1.33M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
126
Raymond James & Associates
Florida
$672K -$608K -8,402 -48%
3LCM
127
3D/L Capital Management
Connecticut
$661K +$14.5K +200 +2%
CAP
128
Columbia Advisory Partners
Washington
$641K +$246K +3,405 +63%
FAIM
129
Financial Advocates Investment Management
Washington
$640K -$8.83K -122 -1%
HI
130
Human Investing
Oregon
$632K +$130K +1,797 +26%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$597K -$147K -2,029 -20%
Renaissance Technologies
132
Renaissance Technologies
New York
$572K +$572K +7,900 New
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$572K +$4.42K +61 +0.8%
Kayne Anderson Rudnick Investment Management
134
Kayne Anderson Rudnick Investment Management
California
$531K
OIA
135
OneDigital Investment Advisors
Kansas
$530K +$8.04K +111 +2%
HighTower Advisors
136
HighTower Advisors
Illinois
$527K -$288K -3,982 -35%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$526K +$52.9K +731 +11%
KFS
138
Kelly Financial Services
Massachusetts
$503K -$17.5K -242 -3%
BFO
139
Boston Family Office
Massachusetts
$501K +$21.6K +298 +5%
SOS
140
Silver Oak Securities
Tennessee
$495K +$495K +6,837 New
KA
141
Kovack Advisors
Florida
$466K -$36K -497 -7%
WFA
142
WMG Financial Advisors
Tennessee
$464K
CIBC World Market
143
CIBC World Market
Ontario, Canada
$436K +$435K +6,012 New
SFS
144
Security Financial Services
Indiana
$423K +$20.1K +278 +5%
Wealthfront Advisers
145
Wealthfront Advisers
California
$409K -$43.1K -595 -10%
SEP
146
Southland Equity Partners
Missouri
$409K -$3.33K -46 -0.8%
JWCA
147
J.W. Cole Advisors
Florida
$395K -$118K -1,630 -23%
TT
148
TI-Trust
Illinois
$394K -$19.5K -270 -5%
CFAM
149
Center For Asset Management
Florida
$394K -$34.9K -482 -8%
RFC
150
Regions Financial Corp
Alabama
$386K +$385K +5,324 New

BLV Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2022, worth a combined $4.22B — up 70% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BLV positions and 26 closed out — a net gain of 23 holders — while 96 added to existing stakes and 91 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $65.4M. The largest seller was Karpus Investment Management, cutting an estimated $131M.

  • 269 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2022, up from 250 in Q3 2022.
  • Funds reported $4.22B of Vanguard Long-Term Bond ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 49 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $65.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2022 was Karpus Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.