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Vanguard Long-Term Bond ETF

211 hedge funds and large institutions have $2.89B invested in Vanguard Long-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 37

25% more capital invested

Capital invested by funds: $2.3B → $2.89B (+$583M)

23% more funds holding

Funds holding: 171211 (+40)

9.79% more ownership

Funds ownership: 58.39%68.17% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
211
Holders Change
+40
Holders Change %
+23.39%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
57
Increased
95
Reduced
37
Closed
12
Calls
$1.45M
Puts
Net Calls
+$1.45M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$820K +$817K +8,065 +11,688%
CIA
102
Capital Investment Advisors
Georgia
$815K +$199K +1,966 +32%
DWM
103
Dakota Wealth Management
Florida
$774K +$781K +7,710 New
OC
104
Oppenheimer & Co
New York
$739K -$7.8K -77 -1%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$692K +$693K +6,844 New
CFG
106
CMC Financial Group
Georgia
$675K
VFA
107
Voya Financial Advisors
Connecticut
$667K -$92.1K -909 -12%
FA
108
FDx Advisors
Illinois
$633K -$236K -2,326 -27%
FAIM
109
Financial Advocates Investment Management
Washington
$583K +$49.5K +489 +9%
Creative Planning
110
Creative Planning
Kansas
$555K +$128K +1,262 +30%
Millennium Management
111
Millennium Management
New York
$546K +$551K +5,440 New
IF
112
Insight Folios
North Carolina
$498K +$503K +4,964 New
RFC
113
Regions Financial Corp
Alabama
$490K +$1.11K +11 +0.2%
WS
114
Wedbush Securities
California
$472K +$476K +4,701 New
SAM
115
Secure Asset Management
Michigan
$466K +$470K +4,641 New
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$446K +$451K +4,448 New
CIBC World Market
117
CIBC World Market
Ontario, Canada
$445K +$449K +4,430 New
AWA
118
Alaska Wealth Advisors
Alaska
$442K +$446K +4,401 New
RPG
119
Resource Planning Group
Georgia
$433K -$9.22K -91 -2%
HR
120
Hayden Royal
North Carolina
$414K +$45.9K +453 +13%
APA
121
American Portfolios Advisors
New York
$407K +$163K +1,609 +66%
AAMC
122
Asset Allocation & Management Company
Illinois
$397K +$401K +3,960 New
IWC
123
Integrated Wealth Concepts
Massachusetts
$390K +$26.5K +262 +7%
MGIA
124
Moneta Group Investment Advisors
Missouri
$389K -$7.8K -77 -2%
SPC
125
Sigma Planning Corp
Michigan
$374K -$25K -247 -6%

BLV Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2019, worth a combined $2.89B — up 25% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BLV positions and 12 closed out — a net gain of 45 holders — while 95 added to existing stakes and 37 trimmed.

The largest buyer was M&T Bank, adding an estimated $418M. The largest seller was Jane Street, cutting an estimated $26.4M.

  • 211 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2019, up from 171 in Q3 2019.
  • Funds reported $2.89B of Vanguard Long-Term Bond ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 57 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2019 and 12 closed out, a net change of +45 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2019 was M&T Bank, an estimated $418M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2019 was Jane Street, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2019.