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Vanguard Long-Term Bond ETF
BLV

79 hedge funds and large institutions have $1.21B invested in Vanguard Long-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

62% more capital invested

Capital invested by funds: $743M → $1.21B (+$462M)

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

6.04% more ownership

Funds ownership: 65% → 71.05% (+6%)

3% more funds holding

Funds holding: 77 → 79 (+2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
13
Increased
32
Reduced
22
Closed
10
Calls
$536K
Puts
–
Net Calls
+$536K
Net Calls Change
+$256K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$404M
2
WI
WBI Investments
New Jersey
+$95.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.9M
4
VKH
Virtu KCG Holdings
New York
+$12.5M
5
VAM
Visionary Asset Management
Texas
+$9.92M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
-$80.4M
2
QI
QS Investors
New York
-$24.2M
3
Jane Street
Jane Street
New York
-$14.7M
4
State Street
State Street
Massachusetts
-$14.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
51
Coastline Trust
Rhode Island
$505K – – –
Stifel Financial
52
Stifel Financial
Missouri
$434K -$20K -225 -4%
LPT
53
Legacy Private Trust
Wisconsin
$424K +$114K +1,287 +37%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$358K +$41.1K +462 +13%
JFGIW
55
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$334K +$133K +1,500 +67%
CB
56
Chemical Bank
Michigan
$323K – – –
Millennium Management
57
Millennium Management
New York
$321K +$320K +3,596 New
Citigroup
58
Citigroup
New York
$308K -$70.4K -792 -19%
RT
59
Rockland Trust
Massachusetts
$291K – – –
CAN
60
Cetera Advisor Networks
California
$259K +$11.9K +134 +5%
UFA
61
US Financial Advisors
Massachusetts
$240K +$225K +2,532 +1,655%
FIM
62
Freedom Investment Management
Connecticut
$225K -$254K -2,859 -29%
SWP
63
Stratos Wealth Partners
Ohio
$221K +$220K +2,471 New
BRWA
64
B. Riley Wealth Advisors
Florida
$216K +$214K +2,408 New
SCM
65
Shelton Capital Management
Colorado
$215K +$214K +2,403 New
Creative Planning
66
Creative Planning
Kansas
$141K +$140K +1,576 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$128K -$249K -2,805 -66%
RIA
68
Regal Investment Advisors
Michigan
$92K +$78.9K +888 +612%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$75K -$16K -180 -18%
MFS
70
MSI Financial Services
Massachusetts
$72K +$2.22K +25 +3%
ASN
71
Advisory Services Network
Georgia
$12K – – –
DBT
72
Dubuque Bank & Trust
Iowa
$12K – – –
IWMPD
73
Integrated Wealth Management (Palm Desert)
California
$11K – – –
TFA
74
Transamerica Financial Advisors
Florida
$10K -$3.51M -39,552 -100%
LYV
75
Live Your Vision
Pennsylvania
$9K +$8.97K +101 New
1 2
3
4

BLV Hedge Fund Activity: Q3 2015 in Review

79 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2015, worth a combined $1.21B — up 62% from $743M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BLV positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $404M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $80.4M sold.

  • 79 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2015, up from 77 in Q2 2015.
  • Funds reported $1.21B of Vanguard Long-Term Bond ETF stock for Q3 2015, up 62% quarter-over-quarter.
  • 13 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2015 and 10 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2015 was Beacon Capital Management Inc (Ohio), an estimated $404M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2015.