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Vanguard Long-Term Bond ETF
BLV

170 hedge funds and large institutions have $1.6B invested in Vanguard Long-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10% more funds holding

Funds holding: 154 → 170 (+16)

15.44% less ownership

Funds ownership: 72.74% → 57.3% (-15%)

19% less capital invested

Capital invested by funds: $1.98B → $1.6B (-$372M)

Holders
170
Holders Change
+16
Holders Change %
+10.39%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
29
Increased
71
Reduced
52
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$18.4M
2
Wells Fargo
Wells Fargo
California
+$15.6M
3
WHG
Westwood Holdings Group
Texas
+$13.9M
4
Bank of America
Bank of America
North Carolina
+$11.6M
5
MIM
Morningstar Investment Management
Illinois
+$5.95M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$397M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$99.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$14.6M
4
CFG
CMC Financial Group
Georgia
-$13.9M
5
State Street
State Street
Massachusetts
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2.75M -$7.96M -89,807 -75%
JP Morgan Chase
52
JP Morgan Chase
New York
$2.74M +$2.63M +29,693 New
SB
53
Suntrust Banks
Georgia
$2.73M -$1.12M -12,676 -30%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$2.37M -$311K -3,511 -12%
BOH
55
Bank of Hawaii
Hawaii
$2.31M -$56.7K -639 -2%
SFA
56
Semmax Financial Advisors
North Carolina
$2.17M -$300K -3,380 -13%
WLIM
57
White Lighthouse Investment Management
Massachusetts
$1.96M +$28.5K +321 +2%
Betterment LLC
58
Betterment LLC
New York
$1.94M +$267K +3,016 +17%
CCA
59
Cobblestone Capital Advisors
New York
$1.89M -$793K -8,945 -30%
WS
60
Wela Strategies
Georgia
$1.83M +$749K +8,441 +74%
FWM
61
Frontier Wealth Management
Missouri
$1.83M -$32.9K -371 -2%
FHC
62
First Heartland Consultants
Missouri
$1.82M +$1.69K +19 +0.1%
Renaissance Technologies
63
Renaissance Technologies
New York
$1.71M +$1.64M +18,500 New
APC
64
Aspire Private Capital
North Carolina
$1.62M +$59.2K +668 +4%
SAS
65
Sage Advisory Services
Texas
$1.62M +$1.3M +14,618 +496%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$1.55M +$78K +880 +6%
US Bancorp
67
US Bancorp
Minnesota
$1.51M -$42.7K -482 -3%
BCM
68
Brookstone Capital Management
Illinois
$1.51M +$411K +4,634 +40%
AIC
69
Ameritas Investment Company
Nebraska
$1.5M +$1.44M +16,260 New
Baird Financial Group
70
Baird Financial Group
Wisconsin
$1.47M +$239K +2,694 +20%
FAAS
71
First Allied Advisory Services
California
$1.47M -$785K -8,849 -36%
M&T Bank
72
M&T Bank
New York
$1.32M +$32.9K +371 +3%
SIA
73
Strategic Investment Advisors
Michigan
$1.31M +$189K +2,130 +18%
NA
74
NewEdge Advisors
Louisiana
$1.31M +$4.88K +55 +0.4%
PFM
75
Phillips Financial Management
Indiana
$1.3M – – –
1 2
3
4 5

BLV Hedge Fund Activity: Q1 2019 in Review

170 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2019, worth a combined $1.6B — down 19% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BLV positions and 11 closed out — a net gain of 18 holders — while 71 added to existing stakes and 52 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.4M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $397M.

  • 170 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2019, up from 154 in Q4 2018.
  • Funds reported $1.6B of Vanguard Long-Term Bond ETF stock for Q1 2019, down 19% quarter-over-quarter.
  • 29 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2019 and 11 closed out, a net change of +18 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2019 was Ameriprise, an estimated $18.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $397M sold.

Based on aggregated 13F filings for Q1 2019.