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Vanguard Long-Term Bond ETF
BLV

146 hedge funds and large institutions have $1.41B invested in Vanguard Long-Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

125% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 28

23% more funds holding

Funds holding: 119 → 146 (+27)

10% more capital invested

Capital invested by funds: $1.28B → $1.41B (+$123M)

1.23% more ownership

Funds ownership: 57.49% → 58.72% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
63
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.6M
3
KIM
Karpus Investment Management
New York
+$15.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.89M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$6.5M

Top Sellers

Rank Fund Capital Flow
1
ICOA
Investment Centers of America
North Dakota
-$13.6M
2
SI
SII Investments
Wisconsin
-$10.1M
3
QI
QS Investors
New York
-$4.57M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$3.72M
5
NPC
National Planning Corporation
California
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
51
Violich Capital Management
California
$2.76M +$76.2K +810 +3%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.52M +$422K +4,482 +20%
FWM
53
Frontier Wealth Management
Missouri
$2.31M -$138K -1,469 -6%
TNB
54
Thomasville National Bank
Georgia
$1.79M – – –
PI
55
PFS Investments
Georgia
$1.74M +$1.75M +18,617 New
M&T Bank
56
M&T Bank
New York
$1.64M +$2.92K +31 +0.2%
FA
57
FDx Advisors
Illinois
$1.59M -$1.1M -11,728 -41%
TCM
58
Twele Capital Management
Minnesota
$1.51M -$32K -340 -2%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$1.48M +$1.47M +15,606 New
RT
60
Rockland Trust
Massachusetts
$1.4M +$89.7K +954 +7%
PFM
61
Phillips Financial Management
Indiana
$1.35M -$9.31K -99 -0.7%
VF
62
Virtu Financial
New York
$1.31M -$1.49M -15,895 -53%
WLIM
63
White Lighthouse Investment Management
Massachusetts
$1.31M +$1.3M +13,785 New
FAAS
64
First Allied Advisory Services
California
$1.3M +$126K +1,335 +11%
MI
65
Moneywise Inc
Virginia
$1.18M +$878K +9,335 +304%
PA
66
Parallel Advisors
California
$1.09M +$181K +1,929 +20%
GAM
67
Gould Asset Management
California
$1.05M -$1.91M -20,340 -65%
Betterment LLC
68
Betterment LLC
New York
$1.04M +$257K +2,734 +33%
WS
69
Wela Strategies
Georgia
$966K +$14.9K +158 +2%
FGC
70
Financial Gravity Companies
Texas
$959K +$970K +10,309 New
ACM
71
AlphaStar Capital Management
North Carolina
$930K +$920K +9,777 New
HPC
72
Hobart Private Capital
North Carolina
$905K +$895K +9,517 New
FHC
73
First Heartland Consultants
Missouri
$889K +$154K +1,638 +21%
Millennium Management
74
Millennium Management
New York
$831K -$50.5K -537 -6%
OC
75
Oppenheimer & Co
New York
$813K -$72.2K -768 -8%
1 2
3
4 5

BLV Hedge Fund Activity: Q4 2017 in Review

146 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2017, worth a combined $1.41B — up 9.6% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BLV positions and 10 closed out — a net gain of 27 holders — while 63 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.7M. The largest seller was Investment Centers of America, exiting entirely with an estimated $13.6M sold.

  • 146 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2017, up from 119 in Q3 2017.
  • Funds reported $1.41B of Vanguard Long-Term Bond ETF stock for Q4 2017, up 9.6% quarter-over-quarter.
  • 37 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2017 and 10 closed out, a net change of +27 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2017 was LPL Financial, an estimated $26.7M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2017 was Investment Centers of America, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2017.