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Vanguard Long-Term Bond ETF

211 hedge funds and large institutions have $2.89B invested in Vanguard Long-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 37

25% more capital invested

Capital invested by funds: $2.3B → $2.89B (+$583M)

23% more funds holding

Funds holding: 171211 (+40)

9.79% more ownership

Funds ownership: 58.39%68.17% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
211
Holders Change
+40
Holders Change %
+23.39%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
57
Increased
95
Reduced
37
Closed
12
Calls
$1.45M
Puts
Net Calls
+$1.45M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
26
Verition Fund Management
Connecticut
$9.2M +$8.97M +88,529 +2,803%
HP
27
HT Partners
Connecticut
$9.15M +$4.36K +43 +0%
Jane Street
28
Jane Street
New York
$8.81M -$26.4M -260,879 -75%
OPS
29
Orion Portfolio Solutions
Nebraska
$8.54M +$8.62M +85,062 New
Citadel Advisors
30
Citadel Advisors
Florida
$7.82M +$4.82M +47,573 +157%
CCP
31
Cardan Capital Partners
Colorado
$7.36M +$38.3K +378 +0.5%
CIM
32
Cambria Investment Management
California
$7.13M +$91.5K +903 +1%
BRWA
33
B. Riley Wealth Advisors
Florida
$7.09M +$806K +7,956 +13%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$6.87M +$4.29M +42,393 +162%
SWIG
35
Strategic Wealth Investment Group
Kentucky
$6.1M +$6.16M +60,784 New
FIM
36
Freedom Investment Management
Connecticut
$5.96M -$28.2K -278 -0.5%
AI
37
Atria Investments
North Carolina
$5.65M +$754K +7,439 +15%
BHWM
38
Bay Harbor Wealth Management
Maryland
$5.2M +$412K +4,069 +9%
MML Investors Services
39
MML Investors Services
Massachusetts
$5.14M +$763K +7,536 +17%
VCM
40
Violich Capital Management
California
$4.93M +$403K +3,980 +9%
NFG
41
Next Financial Group
Texas
$4.37M -$257K -2,538 -6%
FF
42
Friedenthal Financial
New Jersey
$4.32M +$436K +4,306 +11%
CW
43
CreativeOne Wealth
Kansas
$4.14M +$327K +3,224 +8%
Truist Financial
44
Truist Financial
North Carolina
$3.96M +$3.99M +39,438 New
JP Morgan Chase
45
JP Morgan Chase
New York
$3.76M +$161K +1,594 +4%
HI
46
Human Investing
Oregon
$3.75M +$331K +3,270 +10%
Betterment LLC
47
Betterment LLC
New York
$3.73M +$1.13M +11,110 +43%
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$3.7M +$10.1K +100 +0.3%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$3.67M -$2.73M -26,931 -42%
CFGS
50
Concourse Financial Group Securities
Alabama
$3.65M +$2.67M +26,400 +264%

BLV Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2019, worth a combined $2.89B — up 25% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BLV positions and 12 closed out — a net gain of 45 holders — while 95 added to existing stakes and 37 trimmed.

The largest buyer was M&T Bank, adding an estimated $418M. The largest seller was Jane Street, cutting an estimated $26.4M.

  • 211 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2019, up from 171 in Q3 2019.
  • Funds reported $2.89B of Vanguard Long-Term Bond ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 57 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2019 and 12 closed out, a net change of +45 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2019 was M&T Bank, an estimated $418M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2019 was Jane Street, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2019.