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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
LWM
126
Liberty Wealth Management
California
$106K -$9.22K -104 -8%
FCA
127
FinTrust Capital Advisors
South Carolina
$100K -$7.09K -80 -7%
ASN
128
Advisory Services Network
Georgia
$90K – – –
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$89K -$15.2K -171 -15%
CA
130
Cetera Advisors
Colorado
$85K +$82.5K +930 New
IA
131
IFP Advisors
Florida
$81K -$113K -1,278 -59%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$80K +$67.2K +758 +3,445%
GRP
133
Global Retirement Partners
California
$73K -$443 -5 -0.6%
OAM
134
Oppenheimer Asset Management
New York
$73K +$25.3K +285 +56%
GWM
135
Geneos Wealth Management
Colorado
$50K +$14.2K +160 +41%
HNB
136
Huntington National Bank
Ohio
$30K – – –
PA
137
Parallel Advisors
California
$29K – – –
FHA
138
Flagship Harbor Advisors
Massachusetts
$28K -$3.9K -44 -12%
BRC
139
Bell Rock Capital
Delaware
$28K +$89 +1 +0.3%
SFSG
140
Stearns Financial Services Group
North Carolina
$21K -$5.05K -57 -20%
VRM
141
Vectors Research Management
New York
$20K +$19.2K +216 New
William Blair & Company
142
William Blair & Company
Illinois
$16K +$89 +1 +0.6%
FCMT
143
Founders Capital Management (Texas)
Texas
$14K – – –
CAC
144
Certified Advisory Corp
Florida
$12K – – –
LFG
145
LifePlan Financial Group
Ohio
$12K – – –
BlackRock
146
BlackRock
New York
$9K -$2.04K -23 -18%
LYV
147
Live Your Vision
Pennsylvania
$9K – – –
FWM
148
Focused Wealth Management
New York
$8K – – –
RIA
149
Realta Investment Advisors
Delaware
$8K +$8.42K +95 New
FWM
150
Foresight Wealth Management
Utah
$6K -$12.8K -144 -68%
4 5
6
7 8

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.