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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
Creative Planning
151
Creative Planning
Kansas
$401K -$5.25K -50 -1%
GC
152
Gilbert & Cook
Iowa
$389K -$12.3K -117 -3%
KPWS
153
Kestra Private Wealth Services
Texas
$388K +$27.3K +260 +7%
SCA
154
Snowden Capital Advisors
New York
$377K +$38K +362 +11%
WIA
155
World Investment Advisors
California
$373K +$61.1K +582 +19%
SWM
156
Spire Wealth Management
Virginia
$358K -$210 -2 -0.1%
BU
157
BBVA USA
Alabama
$353K +$26.4K +252 +8%
BRWM
158
B. Riley Wealth Management
Tennessee
$348K +$357K +3,403 New
HNB
159
Huntington National Bank
Ohio
$337K
WB
160
WesBanco Bank
West Virginia
$290K -$1.05K -10 -0.4%
BS
161
Boenning & Scattergood
Pennsylvania
$282K +$11.5K +110 +4%
LWM
162
Liberty Wealth Management
California
$278K +$139K +1,324 +96%
SIM
163
Stratos Investment Management
Ohio
$270K +$277K +2,635 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$263K +$88.7K +845 +49%
GVAG
165
Great Valley Advisor Group
Delaware
$257K -$12.7K -121 -5%
CAWM
166
Capital Advisors Wealth Management
Washington
$257K +$46.2K +440 +21%
AFP
167
Ausdal Financial Partners
Iowa
$256K -$69.9K -666 -21%
CA
168
CGN Advisors
Kansas
$256K -$19.9K -190 -7%
FCA
169
FLC Capital Advisors
California
$251K +$26.2K +250 +11%
HAS
170
HBW Advisory Services
California
$247K +$253K +2,414 New
OIA
171
Optimum Investment Advisors
Illinois
$240K -$58K -553 -19%
PFG
172
Pacific Financial Group
Washington
$235K +$5.77K +55 +2%
CBA
173
Coastal Bridge Advisors
Connecticut
$229K
BFA
174
Bluestem Financial Advisors
Illinois
$228K +$1.68K +16 +0.7%
SS
175
Simplicity Solutions
Minnesota
$225K +$231K +2,202 New

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.