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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
BlackRock
201
BlackRock
New York
$39K +$10.3K +100 +34%
TPCW
202
TD Private Client Wealth
New York
$38.2K +$14.9K +145 +59%
IBOK
203
Independence Bank of Kentucky
Kentucky
$38K
PP
204
PrairieView Partners
Minnesota
$32K -$3.49K -34 -9%
GI
205
Gradient Investments
Minnesota
$32K +$14.1K +137 +73%
FGAM
206
Financial Gravity Asset Management
Texas
$29.9K -$1.54K -15 -5%
CT
207
Caldwell Trust
Florida
$29.4K
William Blair & Company
208
William Blair & Company
Illinois
$29K -$25.8K -251 -46%
MCC
209
Money Concepts Capital
Florida
$27K -$718 -7 -3%
RFA
210
Reilly Financial Advisors
California
$27K
WWMSC
211
Wagner Wealth Management (South Carolina)
South Carolina
$27K +$28.2K +275 New
VFA
212
Valeo Financial Advisors
Indiana
$24K
RIM
213
Rockbridge Investment Management
New York
$20K
FBT
214
First Bank & Trust
South Dakota
$18K
FCMT
215
Founders Capital Management (Texas)
Texas
$15K
HNB
216
Huntington National Bank
Ohio
$15K
AIP
217
Ameritas Investment Partners
Nebraska
$10K -$103 -1 -0.9%
MAM
218
Meeder Asset Management
Ohio
$10K
HIA
219
Harbor Investment Advisory
Maryland
$10K +$4.21K +41 +68%
SCA
220
Stonebridge Capital Advisors
Minnesota
$10K +$10.3K +100 New
M
221
MOTCO
Texas
$8K
TF
222
Tompkins Financial
New York
$8K
VRM
223
Vectors Research Management
New York
$6K
AWM
224
Accel Wealth Management
Iowa
$5K
CPWM
225
Cypress Point Wealth Management
Texas
$5K

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.