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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
SF
101
Synovus Financial
Georgia
$34K +$27.2K +296 +470%
SPIA
102
Steward Partners Investment Advisory
New York
$29K +$29.3K +319 New
CPA
103
Clear Perspective Advisors
Illinois
$19K -$23K -250 -56%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$16K -$7.72K -84 -33%
FCMT
105
Founders Capital Management (Texas)
Texas
$14K
BRC
106
Bell Rock Capital
Delaware
$14K +$92 +1 +0.7%
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$3.77K +41 +56%
LYV
108
Live Your Vision
Pennsylvania
$9K
BlackRock
109
BlackRock
New York
$9K +$2.39K +26 +35%
DADC
110
D.A. Davidson & Co
Montana
$7K
HDIM
111
Hanson & Doremus Investment Management
Vermont
$7K +$92 +1 +1%
CFD
112
Creative Financial Designs
Indiana
$5K +$4.04K +44 +880%
VIA
113
Vantage Investment Advisors
Pennsylvania
$5K +$5.06K +55 New
BWA
114
BDO Wealth Advisors
Florida
$5K +$5.42K +59 New
RCA
115
Rowland Carmichael Advisors
Arizona
$4K
PK
116
Pflug Koory
Nebraska
$3K
PSW
117
Portfolio Strategies (Washington)
Washington
$3K
GI
118
Gradient Investments
Minnesota
$3K +$3.03K +33 New
RFM
119
Royal Fund Management
Florida
$1K
IWM
120
IHT Wealth Management
Illinois
$204 +$7.08K +77 +41%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
-$7.16M -79,485 Closed
EC
122
Estate Counselors
Wisconsin
-$5.44M -60,400 Closed
VKH
123
Virtu KCG Holdings
New York
-$3.07M -34,052 Closed
Jane Street
124
Jane Street
New York
-$2.98M -33,037 Closed
GCMG
125
Gyroscope Capital Management Group
Florida
-$1.27M -14,102 Closed

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.