We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF
BLV

103 hedge funds and large institutions have $1.51B invested in Vanguard Long-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $1.24B → $1.51B (+$268M)

6% more funds holding

Funds holding: 97 → 103 (+6)

2.23% more ownership

Funds ownership: 63.64% → 65.88% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.75%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
16
Increased
52
Reduced
20
Closed
9
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$591K

Top Buyers

1
WI
WBI Investments
New Jersey
+$77.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$45.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M
4
Jane Street
Jane Street
New York
+$31.1M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$14.4M

Top Sellers

1
BIA
Barry Investment Advisors
Massachusetts
-$31.5M
2
State Street
State Street
Massachusetts
-$9.28M
3
VKH
Virtu KCG Holdings
New York
-$7.55M
4
QI
QS Investors
New York
-$5.92M
5
LPT
Legacy Private Trust
Wisconsin
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$349K +$337K +3,564 New
CAN
77
Cetera Advisor Networks
California
$330K +$52.9K +560 +20%
WP
78
WealthPLAN Partners
Nebraska
$329K +$633K +6,698 New
MFS
79
MSI Financial Services
Massachusetts
$237K -$12.5K -132 -5%
SCM
80
Shelton Capital Management
Colorado
$236K – – –
Comerica Bank
81
Comerica Bank
Texas
$235K +$224K +2,375 New
UFA
82
US Financial Advisors
Massachusetts
$223K – – –
CBA
83
Coastal Bridge Advisors
Connecticut
$220K – – –
SPC
84
Sigma Planning Corp
Michigan
$214K -$111K -1,178 -35%
MA
85
MUFG Americas
New York
$152K – – –
Creative Planning
86
Creative Planning
Kansas
$147K -$3.97K -42 -3%
FFC
87
First Financial Corp
Indiana
$95K +$91.6K +970 New
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$83K -$25K -265 -24%
ASN
89
Advisory Services Network
Georgia
$69K -$97.3K -1,030 -59%
GWM
90
Geneos Wealth Management
Colorado
$67K – – –
BlackRock
91
BlackRock
New York
$33K +$22.8K +241 +251%
CG
92
Cutler Group
California
$18K +$18K +191 New
DBT
93
Dubuque Bank & Trust
Iowa
$13K – – –
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$7K +$6.8K +72 New
LWM
95
LBA Wealth Management
Florida
$6K – – –
KKAMG
96
Kernodle & Katon Asset Management Group
Arkansas
$6K +$6.14K +65 New
RCA
97
Rowland Carmichael Advisors
Arizona
$4K – – –
MFW
98
Mosaic Family Wealth
Missouri
$3K – – –
CCA
99
Checchi Capital Advisers
California
$2K +$1.6K +17 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.79K +19 New
1 2 3
4
5

BLV Hedge Fund Activity: Q2 2016 in Review

103 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2016, worth a combined $1.51B — up 22% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BLV positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $77.9M. The largest seller was Barry Investment Advisors, exiting entirely with an estimated $31.5M sold.

  • 103 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2016, up from 97 in Q1 2016.
  • Funds reported $1.51B of Vanguard Long-Term Bond ETF stock for Q2 2016, up 22% quarter-over-quarter.
  • 16 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2016 and 9 closed out, a net change of +7 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2016 was WBI Investments, an estimated $77.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2016 was Barry Investment Advisors, an estimated $31.5M sold.

Based on aggregated 13F filings for Q2 2016.