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Vanguard Long-Term Bond ETF
BLV

71 hedge funds and large institutions have $557M invested in Vanguard Long-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 12

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

42% more capital invested

Capital invested by funds: $391M → $557M (+$166M)

9% more funds holding

Funds holding: 65 → 71 (+6)

4.19% more ownership

Funds ownership: 47.63% → 51.81% (+4.2%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
17
Increased
35
Reduced
12
Closed
9
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
+$531K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$41.8M
2
NYLIM
New York Life Investment Management
New York
+$10.3M
3
AUIM
Aegon USA Investment Management
Iowa
+$10.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.92M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.04M

Top Sellers

Rank Fund Capital Flow
1
SSG
Summit Securities Group
New York
-$5.16M
2
ICOA
Investment Centers of America
North Dakota
-$2.87M
3
LPT
Legacy Private Trust
Wisconsin
-$1.8M
4
SMM
Stadion Money Management
Georgia
-$1.21M
5
VKH
Virtu KCG Holdings
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Suntrust Banks
Georgia
$2.79M +$1.55M +16,845 +132%
SAM
27
SignalPoint Asset Management
Missouri
$2.69M +$110K +1,196 +4%
WEC
28
Winslow Evans & Crocker
Massachusetts
$2.6M +$2.55M +27,628 New
VCM
29
Violich Capital Management
California
$2.3M +$1.94M +21,075 +640%
LPL Financial
30
LPL Financial
California
$2.23M +$855K +9,270 +65%
US Bancorp
31
US Bancorp
Minnesota
$2.17M +$2.13M +23,055 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.96M -$287K -3,110 -13%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.56M +$995K +10,784 +187%
PFM
34
Phillips Financial Management
Indiana
$1.38M -$21.7K -235 -2%
Ameriprise
35
Ameriprise
Minnesota
$1.36M +$1.2M +13,043 +971%
IPC
36
Independent Portfolio Consultants
Florida
$1.35M +$647K +7,010 +96%
OC
37
Oppenheimer & Co
New York
$990K -$9.23K -100 -0.9%
RJA
38
Raymond James & Associates
Florida
$983K +$962K +10,423 New
Goldman Sachs
39
Goldman Sachs
New York
$895K +$877K +9,499 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$870K +$161K +1,741 +23%
PI
41
Placemark Investments
Illinois
$839K +$417K +4,516 +103%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$712K +$196K +2,129 +39%
FIM
43
Freedom Investment Management
Connecticut
$703K +$36.5K +395 +6%
VKH
44
Virtu KCG Holdings
New York
$675K -$1.18M -12,805 -64%
AIG
45
American International Group
New York
$661K +$423K +4,586 +189%
FAAS
46
First Allied Advisory Services
California
$616K +$216K +2,338 +56%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$547K +$305K +3,303 +132%
VAM
48
Visionary Asset Management
Texas
$545K +$533K +5,777 New
Citigroup
49
Citigroup
New York
$418K -$67.3K -729 -14%
MFS
50
MSI Financial Services
Massachusetts
$352K +$208K +2,255 +153%
1
2
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BLV Hedge Fund Activity: Q4 2014 in Review

71 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2014, worth a combined $557M — up 42% from $391M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BLV positions and 9 closed out — a net gain of 8 holders — while 35 added to existing stakes and 12 trimmed.

The largest buyer was State Street, adding an estimated $41.8M. The largest seller was Summit Securities Group, exiting entirely with an estimated $5.16M sold.

  • 71 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2014, up from 65 in Q3 2014.
  • Funds reported $557M of Vanguard Long-Term Bond ETF stock for Q4 2014, up 42% quarter-over-quarter.
  • 17 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2014 and 9 closed out, a net change of +8 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2014 was State Street, an estimated $41.8M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2014 was Summit Securities Group, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2014.