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Vanguard Long-Term Bond ETF

121 hedge funds and large institutions have $1.22B invested in Vanguard Long-Term Bond ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.14B → $1.22B (+$83.6M)

2% more funds holding

Funds holding: 119121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.42% less ownership

Funds ownership: 59.3%57.87% (-1.4%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
53
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Frontier Wealth Management
Missouri
$2.44M -$542K -5,890 -18%
MML Investors Services
52
MML Investors Services
Massachusetts
$2.43M -$79.6M -866,071 -97%
NPC
53
National Planning Corporation
California
$1.87M +$65K +707 +4%
Millennium Management
54
Millennium Management
New York
$1.87M +$1.13M +12,284 +158%
TNB
55
Thomasville National Bank
Georgia
$1.76M -$357K -3,882 -17%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.56M +$934K +10,164 +154%
TCM
57
Twele Capital Management
Minnesota
$1.51M -$1.06M -11,508 -41%
PAG
58
Private Advisor Group
New Jersey
$1.42M +$268K +2,913 +23%
DSN
59
D. Scott Neal
Kentucky
$1.34M -$64.8K -705 -5%
PFM
60
Phillips Financial Management
Indiana
$1.33M
RT
61
Rockland Trust
Massachusetts
$1.22M +$444K +4,825 +58%
GAM
62
Gould Asset Management
California
$1.15M +$1.13M +12,315 New
M&T Bank
63
M&T Bank
New York
$1.11M -$9.84K -107 -0.9%
WS
64
Wela Strategies
Georgia
$1.07M -$28.1K -306 -3%
FAAS
65
First Allied Advisory Services
California
$1.07M +$743K +8,076 +234%
OC
66
Oppenheimer & Co
New York
$972K -$27.4K -298 -3%
JFGIW
67
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$745K
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$738K +$96.5K +1,050 +15%
Citigroup
69
Citigroup
New York
$704K -$12.8K -139 -2%
UAS
70
United Asset Strategies
New York
$660K +$47.6K +518 +8%
VFA
71
Voya Financial Advisors
Connecticut
$644K +$635K +6,903 New
BOH
72
Bank of Hawaii
Hawaii
$597K -$12.2K -133 -2%
Betterment LLC
73
Betterment LLC
New York
$574K +$237K +2,574 +72%
ACM
74
Aviance Capital Management
Florida
$563K -$156K -1,695 -22%
WI
75
WrapManager Inc
California
$561K +$42K +457 +8%

BLV Hedge Fund Activity: Q2 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2017, worth a combined $1.22B — up 7.3% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BLV positions and 15 closed out — a net gain of 4 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $59.9M. The largest seller was MML Investors Services, cutting an estimated $79.6M.

  • 121 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2017, up from 119 in Q1 2017.
  • Funds reported $1.22B of Vanguard Long-Term Bond ETF stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 19 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2017 and 15 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $59.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2017 was MML Investors Services, an estimated $79.6M sold.

Based on aggregated 13F filings for Q2 2017.