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Vanguard Long-Term Bond ETF
BLV

154 hedge funds and large institutions have $1.98B invested in Vanguard Long-Term Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 2 → 8 (+6)

56% more capital invested

Capital invested by funds: $1.27B → $1.98B (+$711M)

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

14.51% more ownership

Funds ownership: 58.23% → 72.74% (+15%)

4% more funds holding

Funds holding: 148 → 154 (+6)

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.18%
New
39
Increased
53
Reduced
46
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$483M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$184M
3
AG
Advisor Group
Arizona
+$15.3M
4
VAM
Visionary Asset Management
Texas
+$10.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.19M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$33.7M
2
SMM
Stadion Money Management
Georgia
-$16.5M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.87M
4
MIS
Morningstar Investment Services
Illinois
-$6.51M
5
GFPC
Global Financial Private Capital
Florida
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$1.24K +$376K +4,406 +45%
CFG
152
Citizens Financial Group
Rhode Island
$1K – – –
SF
153
Synovus Financial
Georgia
$1K – – –
BAM
154
Bruderman Asset Management
New York
$1K +$1.28K +15 New
SMM
155
Stadion Money Management
Georgia
– -$16.5M -188,857 Closed
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$7.87M -90,008 Closed
SRSA
157
S.R. Schill & Associates
Washington
– -$3.17M -36,309 Closed
CWM
158
Cornerstone Wealth Management
Missouri
– -$184K -17,163 Closed
TCM
159
Twele Capital Management
Minnesota
– -$1.39M -15,910 Closed
FTS
160
Fifth Third Securities
Ohio
– -$1.05M -11,965 Closed
Renaissance Technologies
161
Renaissance Technologies
New York
– -$629K -7,200 Closed
MI
162
Moneywise Inc
Virginia
– -$376K -4,296 Closed
CA
163
Cetera Advisors
Colorado
– -$299K -3,433 Closed
HR
164
Howe & Rusling
New York
– -$99K -1,129 Closed
SWP
165
Stratos Wealth Partners
Ohio
– -$94K -1,070 Closed
MCM
166
Mainstay Capital Management
Michigan
– -$34K -386 Closed
PCIA
167
Prime Capital Investment Advisors
Kansas
– -$26K -303 Closed
SFSIG
168
San Francisco Sentry Investment Group
California
– -$20K -225 Closed
VRM
169
Vectors Research Management
New York
– -$19K -216 Closed
AF
170
Allworth Financial
California
– -$16K -182 Closed
SFM
171
Signet Financial Management
New Jersey
– -$13K -152 Closed
Deutsche Bank
172
Deutsche Bank
Germany
– -$13K -143 Closed
MWPCG
173
Measured Wealth Private Client Group
New Hampshire
– -$5K -60 Closed
MWM
174
MinichMacGregor Wealth Management
New York
– -$4K -54 Closed
CFD
175
Creative Financial Designs
Indiana
– -$4K -46 Closed
4 5 6
7
8

BLV Hedge Fund Activity: Q4 2018 in Review

154 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2018, worth a combined $1.98B — up 56% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BLV positions and 31 closed out — a net gain of 8 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $483M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $33.7M.

  • 154 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2018, up from 148 in Q3 2018.
  • Funds reported $1.98B of Vanguard Long-Term Bond ETF stock for Q4 2018, up 56% quarter-over-quarter.
  • 39 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2018 and 31 closed out, a net change of +8 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $483M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2018 was TD Ameritrade Investment Management, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2018.