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Vanguard Long-Term Bond ETF
BLV

103 hedge funds and large institutions have $1.51B invested in Vanguard Long-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $1.24B → $1.51B (+$268M)

6% more funds holding

Funds holding: 97 → 103 (+6)

2.23% more ownership

Funds ownership: 63.64% → 65.88% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.75%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
16
Increased
52
Reduced
20
Closed
9
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$591K

Top Buyers

1
WI
WBI Investments
New Jersey
+$77.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$45.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M
4
Jane Street
Jane Street
New York
+$31.1M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$14.4M

Top Sellers

1
BIA
Barry Investment Advisors
Massachusetts
-$31.5M
2
State Street
State Street
Massachusetts
-$9.28M
3
VKH
Virtu KCG Holdings
New York
-$7.55M
4
QI
QS Investors
New York
-$5.92M
5
LPT
Legacy Private Trust
Wisconsin
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$5.7M +$347K +3,679 +7%
FWM
27
Frontier Wealth Management
Missouri
$5.48M -$440K -4,658 -8%
NPC
28
National Planning Corporation
California
$5.31M -$163K -1,722 -3%
HP
29
HT Partners
Connecticut
$4.86M +$74.9K +793 +2%
ACM
30
Aviance Capital Management
Florida
$4.82M +$1.49M +15,813 +47%
PAG
31
Private Advisor Group
New Jersey
$4.71M +$3.29M +34,863 +291%
MIS
32
Morningstar Investment Services
Illinois
$4.37M +$4.16M +44,101 New
FIM
33
Freedom Investment Management
Connecticut
$4.3M +$1.36M +14,418 +49%
Ameriprise
34
Ameriprise
Minnesota
$4.03M +$703K +7,441 +22%
VCM
35
Violich Capital Management
California
$3.82M +$249K +2,640 +7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$3.69M +$9.44K +100 +0.3%
BCM
37
Bluefin Capital Management
New York
$3.61M +$3.48M +36,854 New
SB
38
Suntrust Banks
Georgia
$3.27M +$69.7K +738 +2%
CCP
39
Cardan Capital Partners
Colorado
$3.2M -$1.28M -13,535 -29%
SAM
40
SignalPoint Asset Management
Missouri
$3.07M -$27K -286 -0.9%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$3.06M +$157K +1,666 +6%
BRWA
42
B. Riley Wealth Advisors
Florida
$2.99M +$349K +3,696 +14%
TNB
43
Thomasville National Bank
Georgia
$2.73M – – –
TCM
44
Twele Capital Management
Minnesota
$2.72M – – –
Millennium Management
45
Millennium Management
New York
$2.68M +$1.72M +18,246 +201%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.54M -$4.16M -44,048 -63%
FTS
47
Fifth Third Securities
Ohio
$2.09M +$299K +3,162 +17%
M&T Bank
48
M&T Bank
New York
$1.59M +$441K +4,667 +40%
US Bancorp
49
US Bancorp
Minnesota
$1.59M +$366K +3,874 +31%
KL
50
KWMG LLC
Kansas
$1.53M +$395K +4,184 +37%
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BLV Hedge Fund Activity: Q2 2016 in Review

103 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2016, worth a combined $1.51B — up 22% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BLV positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $77.9M. The largest seller was Barry Investment Advisors, exiting entirely with an estimated $31.5M sold.

  • 103 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2016, up from 97 in Q1 2016.
  • Funds reported $1.51B of Vanguard Long-Term Bond ETF stock for Q2 2016, up 22% quarter-over-quarter.
  • 16 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2016 and 9 closed out, a net change of +7 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2016 was WBI Investments, an estimated $77.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2016 was Barry Investment Advisors, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2016.