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Vanguard Long-Term Bond ETF
BLV

119 hedge funds and large institutions have $1.14B invested in Vanguard Long-Term Bond ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

17% more capital invested

Capital invested by funds: $970M → $1.14B (+$170M)

7% more funds holding

Funds holding: 111 → 119 (+8)

1.4% more ownership

Funds ownership: 57.89% → 59.3% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
24
Increased
41
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$80M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.7M
3
SCA
Stuart Chaussee & Associates
California
+$23M
4
State Street
State Street
Massachusetts
+$18.9M
5
BIA
Barry Investment Advisors
Massachusetts
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$18.6M
2
Goldman Sachs
Goldman Sachs
New York
-$11.7M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$5.63M
4
QI
QS Investors
New York
-$4.23M
5
SMM
Stadion Money Management
Georgia
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.24M +$436K +4,869 +24%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.14M -$123K -1,375 -5%
TNB
53
Thomasville National Bank
Georgia
$2.05M +$2.04M +22,756 New
NPC
54
National Planning Corporation
California
$1.75M -$19.4K -216 -1%
FAN
55
Financial Advisors Network
California
$1.69M +$152K +1,692 +10%
DSN
56
D. Scott Neal
Kentucky
$1.36M -$92.1K -1,027 -6%
PFM
57
Phillips Financial Management
Indiana
$1.32M – – –
GCMG
58
Gyroscope Capital Management Group
Florida
$1.27M +$1.26M +14,102 New
PAG
59
Private Advisor Group
New Jersey
$1.13M -$6.45K -72 -0.6%
MC
60
Moors & Cabot
Massachusetts
$1.12M +$1.12M +12,480 New
M&T Bank
61
M&T Bank
New York
$1.08M +$56.3K +628 +6%
WS
62
Wela Strategies
Georgia
$1.07M +$1.06M +11,847 New
OC
63
Oppenheimer & Co
New York
$966K -$41.9K -467 -4%
RT
64
Rockland Trust
Massachusetts
$745K +$279K +3,109 +60%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$720K -$179K -2,000 -20%
JFGIW
66
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$720K -$179K -2,000 -20%
Millennium Management
67
Millennium Management
New York
$699K -$1.04M -11,614 -60%
ACM
68
Aviance Capital Management
Florida
$697K -$412K -4,601 -37%
Citigroup
69
Citigroup
New York
$693K +$34.4K +384 +5%
BTS
70
BB&T Securities
Virginia
$651K +$648K +7,234 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$619K -$2.69K -30 -0.4%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$595K -$388K -4,329 -40%
UAS
73
United Asset Strategies
New York
$591K +$368K +4,100 +166%
BOH
74
Bank of Hawaii
Hawaii
$589K -$122K -1,360 -17%
Citadel Advisors
75
Citadel Advisors
Florida
$569K +$566K +6,315 New
1 2
3
4 5

BLV Hedge Fund Activity: Q1 2017 in Review

119 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2017, worth a combined $1.14B — up 17% from $970M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BLV positions and 15 closed out — a net gain of 9 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $80M. The largest seller was US Bancorp, cutting an estimated $18.6M.

  • 119 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2017, up from 111 in Q4 2016.
  • Funds reported $1.14B of Vanguard Long-Term Bond ETF stock for Q1 2017, up 17% quarter-over-quarter.
  • 24 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2017 and 15 closed out, a net change of +9 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2017 was MML Investors Services, an estimated $80M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2017 was US Bancorp, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2017.