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Vanguard Long-Term Bond ETF

267 hedge funds and large institutions have $3.7B invested in Vanguard Long-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

963% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $329K

195% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 22

67% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 64

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

18% more capital invested

Capital invested by funds: $3.13B → $3.7B (+$568M)

17% more funds holding

Funds holding: 228267 (+39)

3.01% more ownership

Funds ownership: 59.64%62.64% (+3%)

Holders
267
Holders Change
+39
Holders Change %
+17.11%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
65
Increased
107
Reduced
64
Closed
22
Calls
$3.5M
Puts
$329K
Net Calls
+$3.17M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B +$82M +736,447 +9%
Morgan Stanley
2
Morgan Stanley
New York
$359M +$9.11M +81,814 +3%
Wells Fargo
3
Wells Fargo
California
$357M +$111M +996,426 +44%
Ameriprise
4
Ameriprise
Minnesota
$274M +$27.8M +249,341 +11%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$122M +$415K +3,730 +0.3%
Osaic Holdings
6
Osaic Holdings
Arizona
$119M -$6.88M -61,842 -5%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$113M -$39.2M -351,877 -25%
LPL Financial
8
LPL Financial
California
$103M +$11.4M +102,382 +12%
Jane Street
9
Jane Street
New York
$98.3M +$99.8M +896,878 New
Citadel Advisors
10
Citadel Advisors
Florida
$90.3M +$71.1M +638,594 +344%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$89.2M +$6.45M +57,936 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$82.6M +$18.1M +162,690 +28%
KIM
13
Karpus Investment Management
New York
$76.9M +$66.1M +593,523 +551%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$53.7M +$9.52M +85,494 +21%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$52.5M +$341K +3,067 +0.6%
MIS
16
Morningstar Investment Services
Illinois
$41M +$27.3M +245,123 +191%
LNC
17
Lincoln National Corp
Pennsylvania
$33.9M +$2.52M +22,614 +8%
WHG
18
Westwood Holdings Group
Texas
$29.4M -$1.78K -16 -0%
Verition Fund Management
19
Verition Fund Management
Connecticut
$29.3M +$14.2M +127,242 +91%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$28.4M +$1.33M +11,933 +5%
Bank of America
21
Bank of America
North Carolina
$26.2M -$348K -3,129 -1%
FSWA
22
Financial Synergies Wealth Advisors
Texas
$23.6M +$16.3M +146,629 +214%
NI
23
NYL Investors
New York
$22.7M +$11.7M +104,700 +102%
MML Investors Services
24
MML Investors Services
Massachusetts
$18.9M +$3.34M +30,007 +21%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$12.4M -$4.61M -41,396 -27%

BLV Hedge Fund Activity: Q4 2020 in Review

267 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2020, worth a combined $3.7B — up 18% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BLV positions and 22 closed out — a net gain of 43 holders — while 107 added to existing stakes and 64 trimmed.

The largest buyer was Wells Fargo, adding an estimated $111M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $39.2M.

  • 267 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2020, up from 228 in Q3 2020.
  • Funds reported $3.7B of Vanguard Long-Term Bond ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 65 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2020 and 22 closed out, a net change of +43 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2020 was Wells Fargo, an estimated $111M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2020 was Beacon Capital Management Inc (Ohio), an estimated $39.2M sold.

Based on aggregated 13F filings for Q4 2020.