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Vanguard Long-Term Bond ETF
BLV

103 hedge funds and large institutions have $1.51B invested in Vanguard Long-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $1.24B → $1.51B (+$268M)

6% more funds holding

Funds holding: 97 → 103 (+6)

2.23% more ownership

Funds ownership: 63.64% → 65.88% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.75%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
16
Increased
52
Reduced
20
Closed
9
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$591K

Top Buyers

1
WI
WBI Investments
New Jersey
+$77.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$45.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M
4
Jane Street
Jane Street
New York
+$31.1M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$14.4M

Top Sellers

1
BIA
Barry Investment Advisors
Massachusetts
-$31.5M
2
State Street
State Street
Massachusetts
-$9.28M
3
VKH
Virtu KCG Holdings
New York
-$7.55M
4
QI
QS Investors
New York
-$5.92M
5
LPT
Legacy Private Trust
Wisconsin
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.51M +$1.14M +12,113 +366%
UCFA
52
United Capital Financial Advisors
Texas
$1.45M -$369K -3,908 -21%
PFM
53
Phillips Financial Management
Indiana
$1.43M +$19.9K +211 +1%
AI
54
Atria Investments
North Carolina
$1.38M +$1.08M +11,438 +514%
FAAS
55
First Allied Advisory Services
California
$1.36M +$85.4K +904 +7%
OC
56
Oppenheimer & Co
New York
$1.13M +$306K +3,245 +39%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.13M +$291K +3,082 +37%
BW
58
Bison Wealth
Georgia
$1.11M +$3.31K +35 +0.3%
WI
59
WrapManager Inc
California
$1.1M +$61.6K +652 +6%
GAM
60
Gould Asset Management
California
$957K +$32.6K +345 +4%
BOH
61
Bank of Hawaii
Hawaii
$667K +$19.3K +204 +3%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$655K +$140K +1,484 +29%
Vanguard Group
63
Vanguard Group
Pennsylvania
$639K +$301K +3,192 +96%
CI
64
Cavalier Investments
Georgia
$613K – – –
Citigroup
65
Citigroup
New York
$550K +$213K +2,255 +67%
KIM
66
Karpus Investment Management
New York
$512K +$1.89K +20 +0.4%
SSG
67
Summit Securities Group
New York
$490K -$1.21M -12,783 -72%
HFS
68
HL Financial Services
Kentucky
$460K -$30.5K -323 -6%
IWMPD
69
Integrated Wealth Management (Palm Desert)
California
$453K +$425K +4,497 +3,598%
IA
70
IFP Advisors
Florida
$452K +$352K +3,724 +422%
RT
71
Rockland Trust
Massachusetts
$416K +$96.6K +1,023 +32%
NFG
72
Nations Financial Group
Iowa
$415K +$399K +4,230 New
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$392K +$274K +2,900 +264%
CB
74
Chemical Bank
Michigan
$354K – – –
VKH
75
Virtu KCG Holdings
New York
$351K -$7.55M -79,985 -96%
1 2
3
4 5

BLV Hedge Fund Activity: Q2 2016 in Review

103 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2016, worth a combined $1.51B — up 22% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BLV positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $77.9M. The largest seller was Barry Investment Advisors, exiting entirely with an estimated $31.5M sold.

  • 103 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2016, up from 97 in Q1 2016.
  • Funds reported $1.51B of Vanguard Long-Term Bond ETF stock for Q2 2016, up 22% quarter-over-quarter.
  • 16 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2016 and 9 closed out, a net change of +7 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2016 was WBI Investments, an estimated $77.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2016 was Barry Investment Advisors, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2016.