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Vanguard Long-Term Bond ETF
BLV

79 hedge funds and large institutions have $1.21B invested in Vanguard Long-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

62% more capital invested

Capital invested by funds: $743M → $1.21B (+$462M)

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

6.04% more ownership

Funds ownership: 65% → 71.05% (+6%)

3% more funds holding

Funds holding: 77 → 79 (+2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
13
Increased
32
Reduced
22
Closed
10
Calls
$536K
Puts
–
Net Calls
+$536K
Net Calls Change
+$256K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$404M
2
WI
WBI Investments
New Jersey
+$95.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.9M
4
VKH
Virtu KCG Holdings
New York
+$12.5M
5
VAM
Visionary Asset Management
Texas
+$9.92M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
-$80.4M
2
QI
QS Investors
New York
-$24.2M
3
Jane Street
Jane Street
New York
-$14.7M
4
State Street
State Street
Massachusetts
-$14.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
26
National Planning Corporation
California
$5.31M -$51.3K -577 -1%
UBS Group
27
UBS Group
Switzerland
$4.3M +$720K +8,100 +20%
TNB
28
Thomasville National Bank
Georgia
$3.79M – – –
SAM
29
SignalPoint Asset Management
Missouri
$2.98M +$404K +4,541 +16%
VCM
30
Violich Capital Management
California
$2.73M +$573K +6,450 +27%
SB
31
Suntrust Banks
Georgia
$2.71M -$276K -3,111 -9%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$2.68M -$29.9K -336 -1%
Bessemer Group
33
Bessemer Group
New Jersey
$1.79M – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.72M +$692K +7,782 +68%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.7M +$1.69M +19,037 New
AIG
36
American International Group
New York
$1.66M -$171K -1,925 -9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$1.62M -$6.4K -72 -0.4%
SSG
38
Summit Securities Group
New York
$1.61M +$1.24M +14,000 +350%
Ameriprise
39
Ameriprise
Minnesota
$1.56M +$1.55M +17,494 New
LPL Financial
40
LPL Financial
California
$1.5M -$1M -11,271 -40%
US Bancorp
41
US Bancorp
Minnesota
$1.4M -$1.64M -18,496 -54%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.38M -$27.3K -307 -2%
PFM
43
Phillips Financial Management
Indiana
$1.27M – – –
UCFA
44
United Capital Financial Advisors
Texas
$1.25M +$1.24M +14,010 New
BW
45
Bison Wealth
Georgia
$1.02M -$55.2K -621 -5%
GAM
46
Gould Asset Management
California
$914K +$258K +2,900 +40%
M&T Bank
47
M&T Bank
New York
$840K +$836K +9,406 New
FAAS
48
First Allied Advisory Services
California
$814K +$364K +4,095 +81%
OC
49
Oppenheimer & Co
New York
$809K +$805K +9,055 New
JPTCCM
50
J.P. Turner & Co Capital Management
Georgia
$600K +$598K +6,732 New
1
2
3 4

BLV Hedge Fund Activity: Q3 2015 in Review

79 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2015, worth a combined $1.21B — up 62% from $743M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BLV positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $404M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $80.4M sold.

  • 79 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2015, up from 77 in Q2 2015.
  • Funds reported $1.21B of Vanguard Long-Term Bond ETF stock for Q3 2015, up 62% quarter-over-quarter.
  • 13 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2015 and 10 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2015 was Beacon Capital Management Inc (Ohio), an estimated $404M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2015.