We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

362 hedge funds and large institutions have $3.19B invested in Vanguard Long-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 102 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 102

11% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.29M

7% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 44

1% less funds holding

Funds holding: 365362 (-3)

9.36% less ownership

Funds ownership: 64.96%55.61% (-9.4%)

21% less capital invested

Capital invested by funds: $4.04B → $3.19B (-$852M)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
47
Increased
170
Reduced
102
Closed
44
Calls
$1.44M
Puts
$1.29M
Net Calls
+$144K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
151
Roundview Capital
New Jersey
$1.04M
DP
152
Dearborn Partners
Illinois
$1.03M +$78.5K +1,088 +8%
IF
153
Intrua Financial
Texas
$1.02M -$946K -13,113 -48%
Mariner
154
Mariner
Kansas
$1.01M +$24K +332 +2%
SPI
155
Sutton Place Investors
New York
$1.01M +$761K +10,553 +309%
ICG
156
InterOcean Capital Group
Tennessee
$1M -$1.46M -20,188 -59%
NL
157
NWAM LLC
Washington
$960K -$31.5K -436 -3%
BA
158
BCM Advisors
Louisiana
$954K -$547K -7,577 -35%
HighTower Advisors
159
HighTower Advisors
Illinois
$945K +$278K +3,853 +42%
HI
160
Human Investing
Oregon
$934K +$103K +1,427 +12%
BAWM
161
Bennett Associates Wealth Management
Pennsylvania
$933K +$37.4K +518 +4%
GSIAS
162
Garden State Investment Advisory Services
New Jersey
$901K +$33K +458 +4%
CIA
163
Capital Investment Advisors
Georgia
$892K +$8.59K +119 +1%
SC
164
Scotia Capital
Ontario, Canada
$892K +$11.5K +160 +1%
PAS
165
Park Avenue Securities
New York
$852K -$21.9K -303 -3%
GWMIA
166
Global Wealth Management Investment Advisory
Florida
$836K -$68.1K -944 -8%
RA
167
RFG Advisory
Alabama
$811K +$355K +4,916 +78%
PS
168
Principal Securities
Iowa
$806K -$5.72M -79,340 -88%
SOS
169
Silver Oak Securities
Tennessee
$780K +$375K +5,193 +93%
IWP
170
Invenio Wealth Partners
Florida
$779K +$474K +6,573 +157%
Jane Street
171
Jane Street
New York
$770K -$2.25M -31,244 -75%
FFA
172
Farther Finance Advisors
California
$757K +$768K +10,648 +29,578%
BFG
173
Bleakley Financial Group
New Jersey
$756K -$579K -8,020 -43%
SW
174
Simplicity Wealth
New Jersey
$756K +$754K +10,455 New
SCM
175
Stordahl Capital Management
Colorado
$753K +$8.44K +117 +1%

BLV Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2024, worth a combined $3.19B — down 21% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BLV positions and 44 closed out — a net gain of 3 holders — while 170 added to existing stakes and 102 trimmed.

The largest buyer was Greystone Financial Group, adding an estimated $20.3M. The largest seller was Wells Fargo, cutting an estimated $373M.

  • 362 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2024, down from 365 in Q4 2023.
  • Funds reported $3.19B of Vanguard Long-Term Bond ETF stock for Q1 2024, down 21% quarter-over-quarter.
  • 47 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2024 and 44 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2024 was Greystone Financial Group, an estimated $20.3M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2024 was Wells Fargo, an estimated $373M sold.

Based on aggregated 13F filings for Q1 2024.