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Vanguard Long-Term Bond ETF

262 hedge funds and large institutions have $3.16B invested in Vanguard Long-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $880K | Put options by funds: $403K

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

9% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 102

4% less funds holding

Funds holding: 272262 (-10)

4.11% less ownership

Funds ownership: 65.72%61.62% (-4.1%)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

22% less capital invested

Capital invested by funds: $4.06B → $3.16B (-$895M)

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
31
Increased
93
Reduced
102
Closed
38
Calls
$880K
Puts
$403K
Net Calls
+$477K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14B +$145M +1,517,114 +14%
Wells Fargo
2
Wells Fargo
California
$282M -$27.5M -287,864 -9%
KIM
3
Karpus Investment Management
New York
$149M +$995K +10,431 +0.6%
LNC
4
Lincoln National Corp
Pennsylvania
$141M +$4.29M +44,981 +3%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$124M -$1.66M -17,418 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$122M +$15.4M +161,029 +14%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$114M +$6.08M +63,810 +5%
LPL Financial
8
LPL Financial
California
$110M -$4.92M -51,580 -4%
Ameriprise
9
Ameriprise
Minnesota
$108M +$2.5M +26,206 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$80.5M +$2.29M +24,062 +3%
Morgan Stanley
11
Morgan Stanley
New York
$70.1M -$252M -2,642,932 -78%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$60.3M +$3.52M +36,909 +6%
MIS
13
Morningstar Investment Services
Illinois
$51.5M +$1.35M +14,112 +3%
Bank of America
14
Bank of America
North Carolina
$35.9M -$4.41M -46,268 -11%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$32.5M -$12.4M -130,440 -27%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$32.1M +$2.57M +26,922 +8%
Principal Financial Group
17
Principal Financial Group
Iowa
$30.7M +$31.9M +334,744 New
Jane Street
18
Jane Street
New York
$25.3M -$69.9M -733,065 -73%
WHG
19
Westwood Holdings Group
Texas
$24.5M -$499K -5,233 -2%
NI
20
NYL Investors
New York
$23.3M +$134K +1,400 +0.6%
AWS
21
Atria Wealth Solutions
New York
$22M +$22.9M +240,080 New
MML Investors Services
22
MML Investors Services
Massachusetts
$17.4M -$6.54M -68,580 -27%
BCM
23
Brookstone Capital Management
Illinois
$11.8M +$1.36M +14,282 +12%
OPS
24
Orion Portfolio Solutions
Nebraska
$11.7M +$1.24M +12,976 +11%
Stifel Financial
25
Stifel Financial
Missouri
$11M +$1.69M +17,745 +17%

BLV Hedge Fund Activity: Q1 2022 in Review

262 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2022, worth a combined $3.16B — down 22% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BLV and 31 opened new positions — a net loss of 7 holders — while 102 trimmed existing stakes and 93 added.

The largest buyer was Envestnet Asset Management, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $252M.

  • 262 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2022, down from 272 in Q4 2021.
  • Funds reported $3.16B of Vanguard Long-Term Bond ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 31 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2022 and 38 closed out, a net change of -7 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $145M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2022.