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Vanguard Long-Term Bond ETF
BLV

170 hedge funds and large institutions have $2.02B invested in Vanguard Long-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

26% more capital invested

Capital invested by funds: $1.6B → $2.02B (+$410M)

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0.43% more ownership

Funds ownership: 57.3% → 57.73% (+0.43%)

0% more funds holding

Funds holding: 170 → 170 (0)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
28
Increased
73
Reduced
48
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$250M
2
Jane Street
Jane Street
New York
+$49.3M
3
Ameriprise
Ameriprise
Minnesota
+$46.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$55.4M
2
CFG
CMC Financial Group
Georgia
-$13.6M
3
MIM
Morningstar Investment Management
Illinois
-$12.5M
4
QI
QS Investors
New York
-$8.51M
5
KL
KWMG LLC
Kansas
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$2.52M +$465K +5,010 +24%
BCM
52
Brookstone Capital Management
Illinois
$2.51M +$882K +9,501 +58%
SFA
53
Semmax Financial Advisors
North Carolina
$2.47M +$182K +1,965 +8%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$2.4M -$98.2K -1,058 -4%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$2.09M +$737K +7,940 +59%
WLIM
56
White Lighthouse Investment Management
Massachusetts
$2.05M -$12K -129 -0.6%
Stifel Financial
57
Stifel Financial
Missouri
$1.99M +$727K +7,836 +62%
CCA
58
Cobblestone Capital Advisors
New York
$1.99M – – –
FHC
59
First Heartland Consultants
Missouri
$1.97M +$44.9K +484 +2%
WS
60
Wela Strategies
Georgia
$1.94M +$3.9K +42 +0.2%
APC
61
Aspire Private Capital
North Carolina
$1.77M +$57.3K +617 +4%
SIA
62
Strategic Investment Advisors
Michigan
$1.75M +$346K +3,727 +26%
SAS
63
Sage Advisory Services
Texas
$1.62M -$78.5K -846 -5%
M&T Bank
64
M&T Bank
New York
$1.62M +$216K +2,325 +16%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.59M +$40.9K +440 +3%
Renaissance Technologies
66
Renaissance Technologies
New York
$1.58M -$204K -2,200 -12%
NA
67
NewEdge Advisors
Louisiana
$1.52M +$135K +1,457 +10%
US Bancorp
68
US Bancorp
Minnesota
$1.4M -$187K -2,011 -12%
NL
69
NWAM LLC
Washington
$1.37M +$126K +1,360 +11%
BOH
70
Bank of Hawaii
Hawaii
$1.36M -$1.03M -11,118 -44%
PAG
71
Private Advisor Group
New Jersey
$1.29M -$1.95M -20,980 -61%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$1.17M +$643K +6,930 +135%
AWM
73
AE Wealth Management
Kansas
$1.13M +$180K +1,941 +20%
PFM
74
Phillips Financial Management
Indiana
$1.12M -$254K -2,741 -19%
CF
75
Centaurus Financial
California
$1.1M +$1.06M +11,379 New
1 2
3
4 5

BLV Hedge Fund Activity: Q2 2019 in Review

170 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2019, worth a combined $2.02B — up 26% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BLV positions and 23 closed out — a net gain of 5 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $55.4M.

  • 170 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.02B of Vanguard Long-Term Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 28 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2019 and 23 closed out, a net change of +5 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2019 was Wells Fargo, an estimated $250M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $55.4M sold.

Based on aggregated 13F filings for Q2 2019.