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Vanguard Long-Term Bond ETF
BLV

92 hedge funds and large institutions have $1.1B invested in Vanguard Long-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

16% more funds holding

Funds holding: 79 → 92 (+13)

5.81% less ownership

Funds ownership: 71.05% → 65.23% (-5.8%)

8% less capital invested

Capital invested by funds: $1.21B → $1.1B (-$101M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
23
Increased
39
Reduced
20
Closed
9
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
-$206K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11M
3
SMM
Stadion Money Management
Georgia
+$6.02M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$4.33M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.46M

Top Sellers

1
WI
WBI Investments
New Jersey
-$95.8M
2
QI
QS Investors
New York
-$20.3M
3
State Street
State Street
Massachusetts
-$18M
4
VKH
Virtu KCG Holdings
New York
-$12.1M
5
TAT
TD Ameritrade Trust
Colorado
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$12K – – –
CCS
77
Crosspoint Capital Strategies
California
$12K +$11.6K +131 New
CG
78
Cutler Group
California
$12K +$12.9K +146 New
DBT
79
Dubuque Bank & Trust
Iowa
$11K – – –
IWMPD
80
Integrated Wealth Management (Palm Desert)
California
$11K – – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$11K +$10.8K +122 New
TFA
82
Transamerica Financial Advisors
Florida
$10K +$177 +2 +2%
BlackRock
83
BlackRock
New York
$10K +$10.5K +119 New
TWA
84
TCI Wealth Advisors
Arizona
$8K +$7.71K +87 New
CTC
85
Central Trust Company
Missouri
$7K +$6.91K +78 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.17K +81 New
AssetMark Inc
87
AssetMark Inc
California
$6K +$5.93K +67 New
LWM
88
LBA Wealth Management
Florida
$5K +$5.23K +59 New
SEI Investments
89
SEI Investments
Pennsylvania
$2K +$2.39K +27 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123 +$119K +1,347 +1,897%
WI
91
WBI Investments
New Jersey
– -$95.8M -1,072,488 Closed
TAT
92
TD Ameritrade Trust
Colorado
– -$6.36M -71,133 Closed
SSG
93
Summit Securities Group
New York
– -$1.61M -18,000 Closed
CT
94
Coastline Trust
Rhode Island
– -$505K -5,650 Closed
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$334K -3,737 Closed
Millennium Management
96
Millennium Management
New York
– -$321K -3,596 Closed
SWP
97
Stratos Wealth Partners
Ohio
– -$221K -2,471 Closed
RIA
98
Regal Investment Advisors
Michigan
– -$92K -1,033 Closed
LYV
99
Live Your Vision
Pennsylvania
– -$9K -101 Closed
1 2 3
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BLV Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2015, worth a combined $1.1B — down 8.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $35.1M. The largest seller was WBI Investments, exiting entirely with an estimated $95.8M sold.

  • 92 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2015, up from 79 in Q3 2015.
  • Funds reported $1.1B of Vanguard Long-Term Bond ETF stock for Q4 2015, down 8.4% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2015 and 9 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $35.1M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2015 was WBI Investments, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2015.