We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF
BLV

148 hedge funds and large institutions have $1.27B invested in Vanguard Long-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 143 → 148 (+5)

0.41% less ownership

Funds ownership: 58.64% → 58.23% (-0.41%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$10.5M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
64
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Advisor Group
Arizona
+$17.5M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$3.67M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.96M
4
Ameriprise
Ameriprise
Minnesota
+$2.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.19M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$12.6M
2
Bank of America
Bank of America
North Carolina
-$8.75M
3
HP
HT Partners
Connecticut
-$6.91M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.39M
5
QI
QS Investors
New York
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
51
First Allied Advisory Services
California
$1.71M +$1.36M +15,371 +371%
KIM
52
Karpus Investment Management
New York
$1.68M +$447K +5,055 +36%
FHC
53
First Heartland Consultants
Missouri
$1.55M +$239K +2,695 +18%
TCM
54
Twele Capital Management
Minnesota
$1.39M – – –
Betterment LLC
55
Betterment LLC
New York
$1.35M +$39.8K +450 +3%
FGAM
56
Financial Gravity Asset Management
Texas
$1.34M +$128K +1,442 +10%
CFGS
57
Concourse Financial Group Securities
Alabama
$1.26M +$1.28M +14,411 New
M&T Bank
58
M&T Bank
New York
$1.24M -$5.13K -58 -0.4%
PFM
59
Phillips Financial Management
Indiana
$1.24M – – –
HPC
60
Hobart Private Capital
North Carolina
$1.19M +$63.5K +717 +6%
NL
61
NWAM LLC
Washington
$1.08M +$74.2K +838 +7%
FTS
62
Fifth Third Securities
Ohio
$1.05M +$1.06M +11,965 New
WS
63
Wela Strategies
Georgia
$1.01M -$1.68K -19 -0.2%
HighTower Advisors
64
HighTower Advisors
Illinois
$898K +$685K +7,738 +306%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$860K +$280K +3,169 +47%
NA
66
NewEdge Advisors
Louisiana
$854K +$396K +4,474 +84%
Stifel Financial
67
Stifel Financial
Missouri
$802K +$310K +3,501 +62%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$759K +$548K +6,191 +249%
OC
69
Oppenheimer & Co
New York
$755K -$25.3K -286 -3%
ACM
70
AlphaStar Capital Management
North Carolina
$738K -$4.07K -46 -0.5%
HP
71
HT Partners
Connecticut
$726K -$6.91M -78,102 -90%
Citigroup
72
Citigroup
New York
$720K +$57.3K +647 +9%
Renaissance Technologies
73
Renaissance Technologies
New York
$629K -$903K -10,200 -59%
RT
74
Rockland Trust
Massachusetts
$608K -$923K -10,425 -60%
AWM
75
AE Wealth Management
Kansas
$587K +$93K +1,051 +19%
1 2
3
4 5

BLV Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2018, worth a combined $1.27B — down 0.82% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 17 closed out — a net gain of 6 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Advisor Group, adding an estimated $17.5M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $12.6M.

  • 148 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $1.27B of Vanguard Long-Term Bond ETF stock for Q3 2018, down 0.82% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2018 and 17 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2018 was Advisor Group, an estimated $17.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2018 was TD Ameritrade Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2018.