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Vanguard Long-Term Bond ETF

121 hedge funds and large institutions have $1.22B invested in Vanguard Long-Term Bond ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.14B → $1.22B (+$83.6M)

2% more funds holding

Funds holding: 119121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.42% less ownership

Funds ownership: 59.3%57.87% (-1.4%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
53
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
76
First Heartland Consultants
Missouri
$509K +$178K +1,932 +55%
BTIS
77
BB&T Investment Services
North Carolina
$485K +$478K +5,202 New
CAN
78
Cetera Advisor Networks
California
$481K +$95.2K +1,035 +25%
CA
79
Cetera Advisors
Colorado
$480K +$7.45K +81 +2%
Stifel Financial
80
Stifel Financial
Missouri
$423K -$127K -1,386 -23%
Creative Planning
81
Creative Planning
Kansas
$394K -$49.3K -536 -11%
PA
82
Parallel Advisors
California
$391K +$386K +4,198 New
CB
83
Chemical Bank
Michigan
$337K
SG
84
StoneX Group
New York
$325K +$320K +3,485 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$311K +$300K +3,265 +4,186%
SS
86
Simplicity Solutions
Minnesota
$277K +$273K +2,972 New
AWM
87
AE Wealth Management
Kansas
$267K +$263K +2,864 New
MI
88
Moneywise Inc
Virginia
$266K +$21.4K +233 +9%
ECM
89
ETrade Capital Management
Virginia
$266K +$262K +2,854 New
SSG
90
Summit Securities Group
New York
$233K +$230K +2,500 New
BTS
91
BB&T Securities
Virginia
$228K -$439K -4,779 -66%
CBA
92
Coastal Bridge Advisors
Connecticut
$209K
IA
93
IFP Advisors
Florida
$181K -$552 -6 -0.3%
OAM
94
Oppenheimer Asset Management
New York
$148K +$146K +1,588 New
TFA
95
Transamerica Financial Advisors
Florida
$126K +$124K +1,344 +134,400%
NFG
96
Next Financial Group
Texas
$87K +$58.7K +638 +213%
NA
97
NewEdge Advisors
Louisiana
$78.3K +$78.1K +850 New
ASN
98
Advisory Services Network
Georgia
$65K -$31.3K -340 -33%
GRP
99
Global Retirement Partners
California
$50K +$4.41K +48 +10%
GWM
100
Geneos Wealth Management
Colorado
$45K

BLV Hedge Fund Activity: Q2 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2017, worth a combined $1.22B — up 7.3% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BLV positions and 15 closed out — a net gain of 4 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $59.9M. The largest seller was MML Investors Services, cutting an estimated $79.6M.

  • 121 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2017, up from 119 in Q1 2017.
  • Funds reported $1.22B of Vanguard Long-Term Bond ETF stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 19 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2017 and 15 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $59.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2017 was MML Investors Services, an estimated $79.6M sold.

Based on aggregated 13F filings for Q2 2017.