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Vanguard Long-Term Bond ETF

92 hedge funds and large institutions have $1.1B invested in Vanguard Long-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

16% more funds holding

Funds holding: 7992 (+13)

5.81% less ownership

Funds ownership: 71.05%65.23% (-5.8%)

8% less capital invested

Capital invested by funds: $1.21B → $1.1B (-$101M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
23
Increased
39
Reduced
20
Closed
9
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gould Asset Management
California
$943K +$56.7K +640 +6%
BW
52
Bison Wealth
Georgia
$928K -$60.7K -685 -6%
GWM
53
Gupta Wealth Management
California
$846K +$858K +9,687 +17,613%
WI
54
WrapManager Inc
California
$840K +$857K +9,672 New
US Bancorp
55
US Bancorp
Minnesota
$737K -$636K -7,182 -46%
OC
56
Oppenheimer & Co
New York
$725K -$62K -700 -8%
CI
57
Cavalier Investments
Georgia
$615K +$628K +7,089 New
TSS
58
Two Sigma Securities
New York
$561K +$573K +6,470 New
KL
59
KWMG LLC
Kansas
$451K +$460K +5,197 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$323K -$25.9K -292 -7%
IA
61
IFP Advisors
Florida
$317K +$323K +3,647 New
CB
62
Chemical Bank
Michigan
$314K
RT
63
Rockland Trust
Massachusetts
$283K
Citigroup
64
Citigroup
New York
$259K -$41.3K -466 -14%
Creative Planning
65
Creative Planning
Kansas
$255K +$120K +1,352 +86%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$245K -$1.36M -15,339 -84%
CAN
67
Cetera Advisor Networks
California
$245K -$4.78K -54 -2%
UFA
68
US Financial Advisors
Massachusetts
$233K -$89 -1 -0%
SCM
69
Shelton Capital Management
Colorado
$209K
Stifel Financial
70
Stifel Financial
Missouri
$208K -$217K -2,455 -51%
MFS
71
MSI Financial Services
Massachusetts
$204K +$136K +1,540 +191%
AFP
72
Ausdal Financial Partners
Iowa
$134K +$136K +1,538 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$75K +$2.57K +29 +3%
ACS
74
Archford Capital Strategies
Illinois
$23K +$21.3K +240 New
AIA
75
Allegis Investment Advisors
Idaho
$22K +$22.1K +250 New

BLV Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2015, worth a combined $1.1B — down 8.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $35.1M. The largest seller was WBI Investments, exiting entirely with an estimated $95.8M sold.

  • 92 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2015, up from 79 in Q3 2015.
  • Funds reported $1.1B of Vanguard Long-Term Bond ETF stock for Q4 2015, down 8.4% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2015 and 9 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $35.1M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2015 was WBI Investments, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2015.