We are live on ! Find out more
BLV icon

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
AWA
101
Alaska Wealth Advisors
Alaska
$406K – – –
RPG
102
Resource Planning Group
Georgia
$405K -$73.7K -831 -16%
WB
103
WesBanco Bank
West Virginia
$394K +$379K +4,277 New
Goldman Sachs
104
Goldman Sachs
New York
$387K +$372K +4,200 New
BRWM
105
B. Riley Wealth Management
Tennessee
$376K -$4.97K -56 -1%
IWC
106
Integrated Wealth Concepts
Massachusetts
$347K -$15.6K -176 -4%
VFA
107
Voya Financial Advisors
Connecticut
$342K +$123K +1,383 +60%
CAN
108
Cetera Advisor Networks
California
$330K -$166K -1,872 -34%
RT
109
Rockland Trust
Massachusetts
$314K -$5.76K -65 -2%
FAIM
110
Financial Advocates Investment Management
Washington
$314K +$1.95K +22 +0.7%
Creative Planning
111
Creative Planning
Kansas
$311K -$58.1K -655 -16%
RFC
112
Regions Financial Corp
Alabama
$308K +$297K +3,344 New
SPC
113
Sigma Planning Corp
Michigan
$302K +$81.1K +915 +39%
KA
114
Kovack Advisors
Florida
$294K +$5.94K +67 +2%
OIA
115
Optimum Investment Advisors
Illinois
$283K +$4.08K +46 +2%
CB
116
Chemical Bank
Michigan
$275K – – –
AAS
117
Avantax Advisory Services
Texas
$210K -$214K -2,415 -51%
CBA
118
Coastal Bridge Advisors
Connecticut
$206K +$199K +2,241 New
MA
119
Mutual Advisors
Nebraska
$205K +$197K +2,221 New
PCG
120
Private Capital Group
Connecticut
$199K +$21.5K +243 +13%
TWA
121
TCI Wealth Advisors
Arizona
$163K +$156K +1,764 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$161K +$102K +1,147 +192%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$158K +$112K +1,259 +275%
CWA
124
Clarus Wealth Advisors
Arizona
$120K +$621 +7 +0.5%
APA
125
American Portfolios Advisors
New York
$107K -$24.7K -278 -19%
3 4
5
6 7

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.