We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

171 hedge funds and large institutions have $2.3B invested in Vanguard Long-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 40

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $2.02B → $2.3B (+$289M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0.65% more ownership

Funds ownership: 57.73%58.39% (+0.65%)

1% more funds holding

Funds holding: 170171 (+1)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
25
Increased
78
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NI
26
NYL Investors
New York
$10.5M -$30.1K -300 -0.3%
NP
27
NorthRock Partners
Minnesota
$9.54M +$9.34M +92,934 New
HP
28
HT Partners
Connecticut
$9.35M +$64.1K +638 +0.7%
CCP
29
Cardan Capital Partners
Colorado
$7.5M +$209K +2,081 +3%
CIM
30
Cambria Investment Management
California
$7.2M +$7.05M +70,118 New
PA
31
PFW Advisors
Georgia
$6.99M +$9.34M +92,974 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$6.53M +$113K +1,128 +2%
BRWA
33
B. Riley Wealth Advisors
Florida
$6.44M +$257K +2,556 +4%
FIM
34
Freedom Investment Management
Connecticut
$6.12M -$349K -3,474 -6%
AI
35
Atria Investments
North Carolina
$5.02M +$537K +5,345 +12%
BHWM
36
Bay Harbor Wealth Management
Maryland
$4.9M +$81.8K +814 +2%
NFG
37
Next Financial Group
Texas
$4.73M +$83.7K +833 +2%
VCM
38
Violich Capital Management
California
$4.64M +$90.4K +900 +2%
MML Investors Services
39
MML Investors Services
Massachusetts
$4.49M +$335K +3,337 +8%
GM
40
GeoWealth Management
Illinois
$4.35M +$4.26M +42,390 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$4.26M +$2.96M +29,438 +244%
FF
42
Friedenthal Financial
New Jersey
$3.98M +$3.9M +38,783 New
CW
43
CreativeOne Wealth
Kansas
$3.91M +$141K +1,406 +4%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$3.77M -$76.4K -760 -2%
JP Morgan Chase
45
JP Morgan Chase
New York
$3.68M +$564K +5,610 +19%
HI
46
Human Investing
Oregon
$3.5M -$57K -567 -2%
FAN
47
Financial Advisors Network
California
$3.36M +$24.1K +240 +0.7%
SAM
48
SignalPoint Asset Management
Missouri
$3.2M -$398K -3,963 -11%
BCM
49
Brookstone Capital Management
Illinois
$3.19M +$530K +5,274 +20%
Citadel Advisors
50
Citadel Advisors
Florida
$3.11M -$10.2M -101,203 -77%

BLV Hedge Fund Activity: Q3 2019 in Review

171 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2019, worth a combined $2.3B — up 14% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BLV positions and 23 closed out — a net gain of 2 holders — while 78 added to existing stakes and 40 trimmed.

The largest buyer was Ameriprise, adding an estimated $101M. The largest seller was Jane Street, cutting an estimated $22.2M.

  • 171 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2019, up from 170 in Q2 2019.
  • Funds reported $2.3B of Vanguard Long-Term Bond ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 25 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2019 was Ameriprise, an estimated $101M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2019 was Jane Street, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2019.