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Vanguard Long-Term Bond ETF

257 hedge funds and large institutions have $3.9B invested in Vanguard Long-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,087% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $276K

83% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 66

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $3.55B → $3.9B (+$352M)

2.33% more ownership

Funds ownership: 62.85%65.18% (+2.3%)

2% more funds holding

Funds holding: 253257 (+4)

Holders
257
Holders Change
+4
Holders Change %
+1.58%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
34
Increased
121
Reduced
66
Closed
25
Calls
$3.27M
Puts
$276K
Net Calls
+$3M
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.08B +$44.3M +422,067 +4%
Wells Fargo
2
Wells Fargo
California
$342M -$3.07M -29,264 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$337M +$1.23M +11,677 +0.4%
ETC
4
Exchange Traded Concepts
Oklahoma
$194M +$199M +1,896,443 New
KIM
5
Karpus Investment Management
New York
$174M +$22.9M +218,373 +15%
LNC
6
Lincoln National Corp
Pennsylvania
$146M -$3.35M -31,880 -2%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$124M -$26.7M -254,638 -19%
LPL Financial
8
LPL Financial
California
$122M +$5.42M +51,640 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$114M +$7.42M +70,653 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$114M +$5.53M +52,665 +5%
Ameriprise
11
Ameriprise
Minnesota
$113M -$10.3M -98,098 -8%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$104M +$44.3M +421,797 +71%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$88.5M +$7.23M +68,854 +9%
Jane Street
14
Jane Street
New York
$63.4M +$59.8M +569,447 +1,140%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$60.7M +$829K +7,899 +1%
MIS
16
Morningstar Investment Services
Illinois
$55.7M +$572K +5,452 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$53.2M +$191K +1,820 +0.4%
Bank of America
18
Bank of America
North Carolina
$46.3M +$33.2M +316,034 +232%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$33.2M +$1.38M +13,165 +4%
WHG
20
Westwood Holdings Group
Texas
$28.1M +$30K +286 +0.1%
MML Investors Services
21
MML Investors Services
Massachusetts
$26.2M +$1.28M +12,181 +5%
Goldman Sachs
22
Goldman Sachs
New York
$26.2M +$17.7M +168,251 +192%
NI
23
NYL Investors
New York
$25.7M +$73.5K +700 +0.3%
AIC
24
Ameritas Investment Company
Nebraska
$23.9M +$24.4M +232,005 +18,771%
AI
25
Atria Investments
North Carolina
$12M +$1.65M +15,740 +16%

BLV Hedge Fund Activity: Q3 2021 in Review

257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2021, worth a combined $3.9B — up 9.9% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BLV positions and 25 closed out — a net gain of 9 holders — while 121 added to existing stakes and 66 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $199M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $45.5M sold.

  • 257 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2021, up from 253 in Q2 2021.
  • Funds reported $3.9B of Vanguard Long-Term Bond ETF stock for Q3 2021, up 9.9% quarter-over-quarter.
  • 34 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2021 and 25 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $199M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2021 was Susquehanna International Group, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2021.