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Vanguard Long-Term Bond ETF
BLV

62 hedge funds and large institutions have $271M invested in Vanguard Long-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

17% more capital invested

Capital invested by funds: $232M → $271M (+$38.9M)

0.7% less ownership

Funds ownership: 47.39% → 46.69% (-0.7%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 63 → 62 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$10.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.75M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$2.71M
4
AUIM
Aegon USA Investment Management
Iowa
+$2.62M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.59M

Top Sellers

1
SCM
Saba Capital Management
New York
-$3.08M
2
Goldman Sachs
Goldman Sachs
New York
-$2.85M
3
Jane Street
Jane Street
New York
-$2.04M
4
AssetMark Inc
AssetMark Inc
California
-$1.91M
5
LNC
Lincoln National Corp
Pennsylvania
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$77K -$26.5K -312 -26%
JIR
52
James Investment Research
Ohio
$29K – – –
NES
53
New England Securities
New York
$22K +$4.67K +55 +28%
1IC
54
1919 Investment Counsel
Maryland
$16K – – –
RIA
55
Regal Investment Advisors
Michigan
$11K – – –
DBT
56
Dubuque Bank & Trust
Iowa
$11K +$10.5K +124 New
TFA
57
Transamerica Financial Advisors
Florida
$10K +$8.15K +96 +505%
BRWM
58
B. Riley Wealth Management
Tennessee
$9K +$9.17K +108 New
PTC
59
Private Trust Company
Ohio
$8K – – –
CFS
60
Community Financial System
New York
$3K – – –
ECM
61
ETrade Capital Management
Virginia
$2K – – –
M&T Bank
62
M&T Bank
New York
$1K – – –
SCM
63
Saba Capital Management
New York
– -$3.08M -37,616 Closed
Goldman Sachs
64
Goldman Sachs
New York
– -$2.85M -34,958 Closed
VKH
65
Virtu KCG Holdings
New York
– -$1.62M -19,819 Closed
Barclays
66
Barclays
United Kingdom
– -$1.13M -13,919 Closed
RCM
67
Rotella Capital Management
Washington
– -$450K -5,500 Closed
Invesco
68
Invesco
Georgia
– -$291K -3,563 Closed
RFA
69
Reilly Financial Advisors
California
– -$6K -76 Closed
TFO
70
Tarbox Family Office
California
– -$6K -75 Closed
FA
71
Financial Advantage
Maryland
– -$6K -72 Closed
WA
72
WFG Advisors
Texas
– -$1K -14 Closed
1 2
3

BLV Hedge Fund Activity: Q1 2014 in Review

62 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2014, worth a combined $271M — up 17% from $232M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BLV and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 24 added.

The largest buyer was Stadion Money Management, adding an estimated $10.6M. The largest seller was Saba Capital Management, exiting entirely with an estimated $3.08M sold.

  • 62 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2014, down from 63 in Q4 2013.
  • Funds reported $271M of Vanguard Long-Term Bond ETF stock for Q1 2014, up 17% quarter-over-quarter.
  • 10 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2014 and 11 closed out, a net change of -1 holder.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2014 was Stadion Money Management, an estimated $10.6M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2014 was Saba Capital Management, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2014.