We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

243 hedge funds and large institutions have $3.29B invested in Vanguard Long-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 115 increasing their positions, 69 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more call options, than puts

Call options by funds: $3.52M | Put options by funds: $805K

67% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 69

3.06% more ownership

Funds ownership: 62.64%65.7% (+3.1%)

9% less funds holding

Funds holding: 267243 (-24)

11% less capital invested

Capital invested by funds: $3.7B → $3.29B (-$410M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

50% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 46

Holders
243
Holders Change
-24
Holders Change %
-8.99%
% of All Funds
4.27%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
23
Increased
115
Reduced
69
Closed
46
Calls
$3.52M
Puts
$805K
Net Calls
+$2.72M
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
176
Bluestem Financial Advisors
Illinois
$216K +$1.13K +11 +0.5%
CAWM
177
Capital Advisors Wealth Management
Washington
$216K +$226K +2,204 New
SWP
178
Stratos Wealth Partners
Ohio
$214K +$224K +2,179 New
PIC
179
Platt Investment Counsel
Florida
$212K
SCA
180
Snowden Capital Advisors
New York
$210K +$220K +2,143 New
PCG
181
Private Capital Group
Connecticut
$202K -$208K -2,028 -50%
FI
182
FormulaFolio Investments
Michigan
$197K -$4.7M -45,810 -96%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$192K -$35.1K -342 -15%
GRP
184
Global Retirement Partners
California
$169K +$1.85K +18 +1%
AWA
185
Arkadios Wealth Advisors
Georgia
$153K +$59.4K +579 +59%
LWM
186
Liberty Wealth Management
California
$139K
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$131K +$66.9K +652 +96%
GWM
188
Geneos Wealth Management
Colorado
$126K -$18.8K -183 -13%
IA
189
IFP Advisors
Florida
$108K -$1.13K -11 -1%
SFS
190
Sowell Financial Services
Arkansas
$98K -$1.1M -10,708 -91%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$95K -$5.97M -58,148 -98%
CAAS
192
Capital Asset Advisory Services
Michigan
$90K +$44.4K +433 +90%
JPLA
193
Joseph P. Lucia & Associates
New York
$86K
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$80K
FCA
195
FinTrust Capital Advisors
South Carolina
$74K
BFEC
196
Benjamin F. Edwards & Company
Missouri
$68K +$6.26K +61 +10%
SIS
197
Sound Income Strategies
Florida
$61.9K +$923 +9 +1%
MA
198
Montag & Associates
Georgia
$55K -$72K -702 -56%
FFA
199
Founders Financial Alliance
North Carolina
$52K +$1.33K +13 +3%
PA
200
Parallel Advisors
California
$44K +$14.6K +142 +46%

BLV Hedge Fund Activity: Q1 2021 in Review

243 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2021, worth a combined $3.29B — down 11% from $3.7B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of BLV and 23 opened new positions — a net loss of 23 holders — while 69 trimmed existing stakes and 115 added.

The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Ameriprise, cutting an estimated $111M.

  • 243 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2021, down from 267 in Q4 2020.
  • Funds reported $3.29B of Vanguard Long-Term Bond ETF stock for Q1 2021, down 11% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2021 and 46 closed out, a net change of -23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $113M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2021 was Ameriprise, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2021.