We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

148 hedge funds and large institutions have $1.27B invested in Vanguard Long-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 143148 (+5)

0.41% less ownership

Funds ownership: 58.64%58.23% (-0.41%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$10.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
64
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$7K
CCM
127
Cribstone Capital Management
Maine
$5K
MWPCG
128
Measured Wealth Private Client Group
New Hampshire
$5K +$5.31K +60 New
CFD
129
Creative Financial Designs
Indiana
$4K
MWM
130
MinichMacGregor Wealth Management
New York
$4K
RCA
131
Rowland Carmichael Advisors
Arizona
$4K
IFA
132
Interactive Financial Advisors
Illinois
$4K +$3.81K +43 New
IFAM
133
Institutional & Family Asset Management
Colorado
$3K
PK
134
Pflug Koory
Nebraska
$3K
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$3K +$89 +1 +3%
VFA
136
Valeo Financial Advisors
Indiana
$3K +$177 +2 +6%
ML
137
McAdam LLC
Pennsylvania
$2K
JP Morgan Chase
138
JP Morgan Chase
New York
$2K +$1.59K +18 New
AIS
139
Accurate Investment Solutions
Pennsylvania
$2K +$1.86K +21 New
ME
140
McIlrath & Eck
Washington
$2K +$2.21K +25 New
TFA
141
Transamerica Financial Advisors
Florida
$1K -$22.9K -259 -100%
SF
142
Synovus Financial
Georgia
$1K -$4.69K -53 -84%
AF
143
Advisornet Financial
Minnesota
$1K -$1.24K -14 -67%
CFG
144
Citizens Financial Group
Rhode Island
$1K
SWP
145
Strategic Wealth Partners
Ohio
$1K
AA
146
Ancora Advisors
Ohio
$1K +$708 +8 New
APP
147
Avantax Planning Partners
Iowa
$1K +$1.5K +17 New
Millennium Management
148
Millennium Management
New York
-$1.08M -12,211 Closed
Citadel Advisors
149
Citadel Advisors
Florida
-$397K -4,479 Closed
AWA
150
Alaska Wealth Advisors
Alaska
-$390K -4,401 Closed

BLV Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2018, worth a combined $1.27B — down 0.82% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 17 closed out — a net gain of 6 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Advisor Group, adding an estimated $17.5M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $12.6M.

  • 148 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $1.27B of Vanguard Long-Term Bond ETF stock for Q3 2018, down 0.82% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2018 and 17 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2018 was Advisor Group, an estimated $17.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2018 was TD Ameritrade Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2018.