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Vanguard Long-Term Bond ETF
BLV

119 hedge funds and large institutions have $1.28B invested in Vanguard Long-Term Bond ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $1.22B → $1.28B (+$59.5M)

0.38% less ownership

Funds ownership: 57.87% → 57.49% (-0.38%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 121 → 119 (-2)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $206K

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
12
Increased
66
Reduced
25
Closed
13
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$206K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.4M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$15.9M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.09M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.5M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$23.9M
2
SB
Suntrust Banks
Georgia
-$6.69M
3
BCM
Bluefin Capital Management
New York
-$3.94M
4
QI
QS Investors
New York
-$3.41M
5
SAM
SignalPoint Asset Management
Missouri
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
76
Aviance Capital Management
Florida
$554K -$12.2K -130 -2%
Stifel Financial
77
Stifel Financial
Missouri
$553K +$126K +1,348 +30%
BTS
78
BB&T Securities
Virginia
$450K +$220K +2,349 +96%
Creative Planning
79
Creative Planning
Kansas
$400K +$3.46K +37 +0.9%
SG
80
StoneX Group
New York
$379K +$51.7K +552 +16%
CAN
81
Cetera Advisor Networks
California
$339K -$146K -1,556 -30%
CB
82
Chemical Bank
Michigan
$339K – – –
BRF
83
B. Riley Financial
California
$311K +$310K +3,313 New
MI
84
Moneywise Inc
Virginia
$288K +$20.2K +216 +8%
SI
85
Sprott Inc
Ontario, Canada
$245K +$245K +2,615 New
NL
86
NWAM LLC
Washington
$227K +$227K +2,420 New
IA
87
IFP Advisors
Florida
$218K +$36K +385 +20%
CBA
88
Coastal Bridge Advisors
Connecticut
$210K – – –
OAM
89
Oppenheimer Asset Management
New York
$142K -$7.3K -78 -5%
TFA
90
Transamerica Financial Advisors
Florida
$116K -$10.9K -116 -9%
ASN
91
Advisory Services Network
Georgia
$71K +$5.15K +55 +8%
GRP
92
Global Retirement Partners
California
$56K +$5.24K +56 +10%
NFG
93
Next Financial Group
Texas
$48K -$40.5K -433 -46%
GWM
94
Geneos Wealth Management
Colorado
$41K -$4.68K -50 -10%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$40K +$23.7K +253 +146%
SPIA
96
Steward Partners Investment Advisory
New York
$29K – – –
BRC
97
Bell Rock Capital
Delaware
$27K +$12.4K +132 +86%
IWM
98
IHT Wealth Management
Illinois
$25K +$187 +2 +0.8%
BF
99
BOK Financial
Oklahoma
$21K +$21.3K +228 New
CPA
100
Clear Perspective Advisors
Illinois
$19K – – –
2 3
4
5 6

BLV Hedge Fund Activity: Q3 2017 in Review

119 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2017, worth a combined $1.28B — up 4.9% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BLV and 12 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 66 added.

The largest buyer was Envestnet Asset Management, adding an estimated $30.4M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $23.9M sold.

  • 119 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2017, down from 121 in Q2 2017.
  • Funds reported $1.28B of Vanguard Long-Term Bond ETF stock for Q3 2017, up 4.9% quarter-over-quarter.
  • 12 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2017 and 13 closed out, a net change of -1 holder.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2017 was Envestnet Asset Management, an estimated $30.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2017 was Stuart Chaussee & Associates, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2017.