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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
Creative Planning
151
Creative Planning
Kansas
$394K +$14.3K +150 +4%
IF
152
Insight Folios
North Carolina
$384K -$142K -1,485 -26%
WIA
153
World Investment Advisors
California
$383K -$8.3K -87 -2%
IWC
154
Integrated Wealth Concepts
Massachusetts
$377K -$12.2K -128 -3%
BSAM
155
Blue Square Asset Management
New York
$355K -$520K -5,449 -58%
UB
156
UMB Bank
Missouri
$350K
AC
157
Anson Capital
Georgia
$347K -$139K -1,454 -28%
FWM
158
Fingerlakes Wealth Management
New York
$324K -$9.63K -101 -3%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$320K -$57.2K -600 -15%
SB
160
Strategic Blueprint
Georgia
$312K -$49.1K -515 -13%
SWM
161
Spire Wealth Management
Virginia
$312K +$3.53K +37 +1%
WWM
162
Western Wealth Management
Colorado
$305K +$119K +1,252 +60%
OWA
163
Outlook Wealth Advisors
Texas
$296K +$6.49K +68 +2%
GC
164
Gilbert & Cook
Iowa
$292K -$29.5K -309 -9%
BRWM
165
B. Riley Wealth Management
Tennessee
$287K +$1.53K +16 +0.5%
BA
166
BCM Advisors
Louisiana
$282K +$318K +3,339 New
RCM
167
Raleigh Capital Management
North Carolina
$281K +$292K +3,063 New
WAM
168
Walker Asset Management
Missouri
$277K +$288K +3,025 New
CAG
169
Csenge Advisory Group
Florida
$275K +$286K +2,995 New
MCC
170
Money Concepts Capital
Florida
$269K +$230K +2,414 +460%
BS
171
Boenning & Scattergood
Pennsylvania
$253K
PFG
172
Pacific Financial Group
Washington
$249K -$1.72K -18 -0.7%
EC
173
Estate Counselors
Wisconsin
$247K +$257K +2,700 New
GVAG
174
Great Valley Advisor Group
Delaware
$239K +$1.72K +18 +0.7%
LMKC
175
L.M. Kohn & Company
Ohio
$224K +$233K +2,440 New

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.