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Vanguard Long-Term Bond ETF
BLV

170 hedge funds and large institutions have $1.6B invested in Vanguard Long-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 52

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10% more funds holding

Funds holding: 154 → 170 (+16)

15.44% less ownership

Funds ownership: 72.74% → 57.3% (-15%)

19% less capital invested

Capital invested by funds: $1.98B → $1.6B (-$372M)

Holders
170
Holders Change
+16
Holders Change %
+10.39%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
29
Increased
71
Reduced
52
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$18.4M
2
Wells Fargo
Wells Fargo
California
+$15.6M
3
WHG
Westwood Holdings Group
Texas
+$13.9M
4
Bank of America
Bank of America
North Carolina
+$11.6M
5
MIM
Morningstar Investment Management
Illinois
+$5.95M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$397M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$99.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$14.6M
4
CFG
CMC Financial Group
Georgia
-$13.9M
5
State Street
State Street
Massachusetts
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
76
Hobart Private Capital
North Carolina
$1.25M +$15.3K +173 +1%
MAFM
77
Mid Atlantic Financial Management
Pennsylvania
$1.25M +$275K +3,099 +30%
NL
78
NWAM LLC
Washington
$1.17M -$32.9K -371 -3%
Stifel Financial
79
Stifel Financial
Missouri
$1.17M +$486K +5,484 +77%
Citigroup
80
Citigroup
New York
$977K +$32.3K +364 +4%
MA
81
MUFG Americas
New York
$943K +$59.1K +667 +7%
FA
82
FDx Advisors
Illinois
$930K +$455K +5,133 +104%
GSWM
83
Golden State Wealth Management
California
$918K +$884K +9,965 New
AWM
84
AE Wealth Management
Kansas
$891K +$328K +3,697 +62%
GWMIA
85
Global Wealth Management Investment Advisory
Florida
$801K +$36.5K +412 +5%
SS
86
Simplicity Solutions
Minnesota
$800K +$142K +1,597 +23%
OC
87
Oppenheimer & Co
New York
$775K +$1.77K +20 +0.2%
IA
88
IFG Advisory
Georgia
$757K +$189K +2,126 +35%
ACM
89
AlphaStar Capital Management
North Carolina
$730K -$2.48K -28 -0.4%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$614K – – –
FGAM
91
Financial Gravity Asset Management
Texas
$581K +$566K +6,387 New
BA
92
Boston Advisors
Massachusetts
$573K -$4.97K -56 -0.9%
HighTower Advisors
93
HighTower Advisors
Illinois
$568K -$78.7K -888 -13%
CIA
94
Capital Investment Advisors
Georgia
$553K +$20K +225 +4%
Prudential Financial
95
Prudential Financial
New Jersey
$537K +$259K +2,922 +101%
SFS
96
Sowell Financial Services
Arkansas
$531K +$146K +1,642 +40%
BTS
97
BB&T Securities
Virginia
$488K +$232K +2,617 +97%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$475K +$386K +4,350 +542%
TSS
99
Two Sigma Securities
New York
$459K +$442K +4,982 New
MGIA
100
Moneta Group Investment Advisors
Missouri
$417K +$401K +4,526 New
2 3
4
5 6

BLV Hedge Fund Activity: Q1 2019 in Review

170 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2019, worth a combined $1.6B — down 19% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BLV positions and 11 closed out — a net gain of 18 holders — while 71 added to existing stakes and 52 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.4M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $397M.

  • 170 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2019, up from 154 in Q4 2018.
  • Funds reported $1.6B of Vanguard Long-Term Bond ETF stock for Q1 2019, down 19% quarter-over-quarter.
  • 29 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2019 and 11 closed out, a net change of +18 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2019 was Ameriprise, an estimated $18.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $397M sold.

Based on aggregated 13F filings for Q1 2019.