We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

170 hedge funds and large institutions have $2.02B invested in Vanguard Long-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

26% more capital invested

Capital invested by funds: $1.6B → $2.02B (+$410M)

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0.43% more ownership

Funds ownership: 57.3%57.73% (+0.43%)

0% more funds holding

Funds holding: 170170 (0)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
170
Holders Change
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
28
Increased
73
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$376K +$54.9K +591 +18%
SPIA
102
Steward Partners Investment Advisory
New York
$365K +$350K +3,768 New
GJIC
103
Gamble Jones Investment Counsel
California
$349K +$334K +3,600 New
Creative Planning
104
Creative Planning
Kansas
$341K +$12.3K +133 +4%
RT
105
Rockland Trust
Massachusetts
$324K -$6.22K -67 -2%
RFC
106
Regions Financial Corp
Alabama
$319K -$5.11K -55 -2%
FAIM
107
Financial Advocates Investment Management
Washington
$318K -$12.4K -134 -4%
KA
108
Kovack Advisors
Florida
$317K +$7.71K +83 +3%
OIA
109
Optimum Investment Advisors
Illinois
$299K +$1.49K +16 +0.5%
CB
110
Chemical Bank
Michigan
$290K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$247K +$147K +1,578 +164%
IWC
112
Integrated Wealth Concepts
Massachusetts
$238K -$48.3K -520 -14%
UCFA
113
United Capital Financial Advisors
Texas
$230K +$220K +2,374 New
VFA
114
Voya Financial Advisors
Connecticut
$224K -$130K -1,402 -38%
CBA
115
Coastal Bridge Advisors
Connecticut
$218K
AFP
116
Ausdal Financial Partners
Iowa
$215K +$206K +2,221 New
CWP
117
Capital Wealth Planning
Florida
$206K +$197K +2,125 New
BUB
118
BBVA USA Bancshares
Texas
$204K +$195K +2,102 New
VAS
119
Vestmark Advisory Solutions
Massachusetts
$203K +$194K +2,094 New
PCG
120
Private Capital Group
Connecticut
$184K -$7.89K -85 -4%
TWA
121
TCI Wealth Advisors
Arizona
$171K
GRP
122
Global Retirement Partners
California
$137K +$56.9K +613 +77%
CWA
123
Clarus Wealth Advisors
Arizona
$126K -$186 -2 -0.2%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$124K -$40.3K -434 -25%
LWM
125
Liberty Wealth Management
California
$107K -$5.01K -54 -5%

BLV Hedge Fund Activity: Q2 2019 in Review

170 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2019, worth a combined $2.02B — up 26% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BLV positions and 23 closed out — a net gain of 5 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $55.4M.

  • 170 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.02B of Vanguard Long-Term Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 28 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2019 and 23 closed out, a net change of +5 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2019 was Wells Fargo, an estimated $250M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $55.4M sold.

Based on aggregated 13F filings for Q2 2019.