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Vanguard Long-Term Bond ETF
BLV

71 hedge funds and large institutions have $557M invested in Vanguard Long-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 12

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

42% more capital invested

Capital invested by funds: $391M → $557M (+$166M)

9% more funds holding

Funds holding: 65 → 71 (+6)

4.19% more ownership

Funds ownership: 47.63% → 51.81% (+4.2%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
17
Increased
35
Reduced
12
Closed
9
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
+$531K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$41.8M
2
NYLIM
New York Life Investment Management
New York
+$10.3M
3
AUIM
Aegon USA Investment Management
Iowa
+$10.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.92M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.04M

Top Sellers

Rank Fund Capital Flow
1
SSG
Summit Securities Group
New York
-$5.16M
2
ICOA
Investment Centers of America
North Dakota
-$2.87M
3
LPT
Legacy Private Trust
Wisconsin
-$1.8M
4
SMM
Stadion Money Management
Georgia
-$1.21M
5
VKH
Virtu KCG Holdings
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$342K +$41.1K +445 +14%
CB
52
Chemical Bank
Michigan
$341K – – –
Millennium Management
53
Millennium Management
New York
$330K -$565K -6,122 -64%
MCTIC
54
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$330K – – –
RT
55
Rockland Trust
Massachusetts
$317K +$45.6K +494 +17%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$313K +$115K +1,248 +60%
SFM
57
Signet Financial Management
New Jersey
$276K +$270K +2,927 New
CAN
58
Cetera Advisor Networks
California
$251K -$8.77K -95 -3%
BC
59
Brinker Capital
Pennsylvania
$249K +$244K +2,639 New
HFS
60
HL Financial Services
Kentucky
$224K +$220K +2,381 New
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K – – –
AssetMark Inc
62
AssetMark Inc
California
$157K -$43.8K -475 -22%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$68K +$1.57K +17 +2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$30K +$29K +314 New
DBT
65
Dubuque Bank & Trust
Iowa
$12K – – –
NES
66
New England Securities
New York
$12K – – –
RIA
67
Regal Investment Advisors
Michigan
$12K – – –
JIR
68
James Investment Research
Ohio
$11K – – –
BRWM
69
B. Riley Wealth Management
Tennessee
$10K – – –
TFA
70
Transamerica Financial Advisors
Florida
$10K – – –
BRWA
71
B. Riley Wealth Advisors
Florida
$4 +$3.97K +43 New
SSG
72
Summit Securities Group
New York
– -$5.16M -57,200 Closed
ICOA
73
Investment Centers of America
North Dakota
– -$2.87M -31,757 Closed
Jane Street
74
Jane Street
New York
– -$1.04M -11,549 Closed
SCM
75
Saba Capital Management
New York
– -$975K -10,806 Closed
1 2
3
4

BLV Hedge Fund Activity: Q4 2014 in Review

71 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2014, worth a combined $557M — up 42% from $391M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BLV positions and 9 closed out — a net gain of 8 holders — while 35 added to existing stakes and 12 trimmed.

The largest buyer was State Street, adding an estimated $41.8M. The largest seller was Summit Securities Group, exiting entirely with an estimated $5.16M sold.

  • 71 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2014, up from 65 in Q3 2014.
  • Funds reported $557M of Vanguard Long-Term Bond ETF stock for Q4 2014, up 42% quarter-over-quarter.
  • 17 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2014 and 9 closed out, a net change of +8 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2014 was State Street, an estimated $41.8M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2014 was Summit Securities Group, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2014.