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Vanguard Long-Term Bond ETF
BLV

92 hedge funds and large institutions have $1.1B invested in Vanguard Long-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

16% more funds holding

Funds holding: 79 → 92 (+13)

5.81% less ownership

Funds ownership: 71.05% → 65.23% (-5.8%)

8% less capital invested

Capital invested by funds: $1.21B → $1.1B (-$101M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
23
Increased
39
Reduced
20
Closed
9
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
-$206K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11M
3
SMM
Stadion Money Management
Georgia
+$6.02M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$4.33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.46M

Top Sellers

1
WI
WBI Investments
New Jersey
-$95.8M
2
QI
QS Investors
New York
-$20.3M
3
State Street
State Street
Massachusetts
-$18M
4
VKH
Virtu KCG Holdings
New York
-$12.1M
5
TAT
TD Ameritrade Trust
Colorado
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.39M +$3.46M +39,098 New
VCM
27
Violich Capital Management
California
$3.11M +$463K +5,225 +17%
TNB
28
Thomasville National Bank
Georgia
$2.9M -$797K -9,000 -21%
VKH
29
Virtu KCG Holdings
New York
$2.85M -$12.1M -136,508 -81%
SAM
30
SignalPoint Asset Management
Missouri
$2.78M -$123K -1,383 -4%
SB
31
Suntrust Banks
Georgia
$2.71M +$72.1K +814 +3%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.7M +$1.07M +12,046 +63%
CCP
33
Cardan Capital Partners
Colorado
$2.62M +$2.67M +30,145 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$2.54M +$885K +9,990 +52%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$2.49M -$118K -1,330 -4%
BRWA
36
B. Riley Wealth Advisors
Florida
$2.42M +$2.25M +25,418 +1,056%
TCM
37
Twele Capital Management
Minnesota
$2.41M -$3.14M -35,500 -56%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.04M +$722K +8,156 +53%
AIG
39
American International Group
New York
$1.98M +$369K +4,167 +22%
Ameriprise
40
Ameriprise
Minnesota
$1.9M +$387K +4,374 +25%
UCFA
41
United Capital Financial Advisors
Texas
$1.89M +$683K +7,714 +55%
PAG
42
Private Advisor Group
New Jersey
$1.84M +$1.88M +21,191 New
LPT
43
Legacy Private Trust
Wisconsin
$1.84M +$1.45M +16,416 +346%
Bessemer Group
44
Bessemer Group
New Jersey
$1.74M – – –
BCM
45
Bluefin Capital Management
New York
$1.49M +$1.52M +17,200 New
FIM
46
Freedom Investment Management
Connecticut
$1.47M +$873K +9,854 +139%
PFM
47
Phillips Financial Management
Indiana
$1.26M – – –
M&T Bank
48
M&T Bank
New York
$991K +$178K +2,005 +21%
Citadel Advisors
49
Citadel Advisors
Florida
$977K +$998K +11,264 New
FAAS
50
First Allied Advisory Services
California
$976K +$188K +2,122 +23%
1
2
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BLV Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2015, worth a combined $1.1B — down 8.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $35.1M. The largest seller was WBI Investments, exiting entirely with an estimated $95.8M sold.

  • 92 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2015, up from 79 in Q3 2015.
  • Funds reported $1.1B of Vanguard Long-Term Bond ETF stock for Q4 2015, down 8.4% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2015 and 9 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $35.1M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2015 was WBI Investments, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2015.