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Vanguard Long-Term Bond ETF

253 hedge funds and large institutions have $3.55B invested in Vanguard Long-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $766K

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more capital invested

Capital invested by funds: $3.29B → $3.55B (+$262M)

4% more funds holding

Funds holding: 243253 (+10)

2.85% less ownership

Funds ownership: 65.7%62.85% (-2.8%)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
4.4%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
39
Increased
105
Reduced
76
Closed
25
Calls
$2.78M
Puts
$766K
Net Calls
+$2.02M
Net Calls Change
-$702K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.04B -$10M -100,250 -1%
Wells Fargo
2
Wells Fargo
California
$347M +$4.08M +40,838 +1%
Morgan Stanley
3
Morgan Stanley
New York
$338M +$4.68M +46,849 +1%
KIM
4
Karpus Investment Management
New York
$153M +$16.7M +166,587 +13%
LNC
5
Lincoln National Corp
Pennsylvania
$150M +$110M +1,103,698 +311%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$140M +$25.1M +250,908 +23%
Ameriprise
7
Ameriprise
Minnesota
$125M -$17.4M -173,945 -13%
LPL Financial
8
LPL Financial
California
$118M +$4.73M +47,287 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$109M +$3.12M +31,253 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$108M -$9.05M -90,551 -8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$82M -$12.2M -122,278 -13%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$61M +$2.88M +28,830 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$60.3M +$5.73M +57,279 +11%
MIS
14
Morningstar Investment Services
Illinois
$55.4M +$14.6M +146,368 +37%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$53.4M -$2.67M -26,686 -5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$44.6M +$43.3M +433,273 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$32.1M +$230K +2,306 +0.7%
WHG
18
Westwood Holdings Group
Texas
$28.3M +$753K +7,532 +3%
NI
19
NYL Investors
New York
$25.8M +$3.86M +38,600 +18%
MML Investors Services
20
MML Investors Services
Massachusetts
$25.1M +$1.97M +19,690 +9%
US Bancorp
21
US Bancorp
Minnesota
$23.5M +$184K +1,841 +0.8%
AIC
22
Ameritas Investment Company
Nebraska
$15.2M -$5.21M -52,173 -98%
Bank of America
23
Bank of America
North Carolina
$14.1M -$7.65M -76,492 -36%
OPS
24
Orion Portfolio Solutions
Nebraska
$11.8M +$944K +9,447 +9%
BCM
25
Brookstone Capital Management
Illinois
$10.4M +$3.58M +35,851 +55%

BLV Hedge Fund Activity: Q2 2021 in Review

253 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2021, worth a combined $3.55B — up 7.9% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BLV positions and 25 closed out — a net gain of 14 holders — while 105 added to existing stakes and 76 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $110M. The largest seller was Jane Street, cutting an estimated $29.8M.

  • 253 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2021, up from 243 in Q1 2021.
  • Funds reported $3.55B of Vanguard Long-Term Bond ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 39 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2021 and 25 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $110M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2021 was Jane Street, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2021.