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Vanguard Long-Term Bond ETF

171 hedge funds and large institutions have $2.3B invested in Vanguard Long-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 40

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $2.02B → $2.3B (+$289M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0.65% more ownership

Funds ownership: 57.73%58.39% (+0.65%)

1% more funds holding

Funds holding: 170171 (+1)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
25
Increased
78
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$18K +$502 +5 +3%
FCMT
152
Founders Capital Management (Texas)
Texas
$15K
CAC
153
Certified Advisory Corp
Florida
$13K
LFG
154
LifePlan Financial Group
Ohio
$13K
AIP
155
Ameritas Investment Partners
Nebraska
$11K +$11.3K +112 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$7K
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$6K
PB
158
Pinnacle Bancorp
Nebraska
$6K
VRM
159
Vectors Research Management
New York
$6K +$5.93K +59 New
CFA
160
Carroll Financial Associates
North Carolina
$5K +$5.22K +52 New
RIA
161
Realta Investment Advisors
Delaware
$4K -$33.1K -329 -88%
JFA
162
JNBA Financial Advisors
Minnesota
$4K
JCM
163
Jacobi Capital Management
Pennsylvania
$4K +$3.52K +35 New
BWA
164
BDO Wealth Advisors
Florida
$4K +$4.02K +40 New
AF
165
Allworth Financial
California
$3K
IFAM
166
Institutional & Family Asset Management
Colorado
$3K
PK
167
Pflug Koory
Nebraska
$3K
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54K
FHA
169
Flagship Harbor Advisors
Massachusetts
$1K -$6.53K -65 -84%
BFC
170
Bedel Financial Consulting
Indiana
$1K
SWP
171
Strategic Wealth Partners
Ohio
$1
BIA
172
Barry Investment Advisors
Massachusetts
-$15.8M -163,165 Closed
OMC
173
Old Mission Capital
Illinois
-$7.98M -82,207 Closed
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
-$7.41M -76,356 Closed
MIS
175
Morningstar Investment Services
Illinois
-$2.99M -30,769 Closed

BLV Hedge Fund Activity: Q3 2019 in Review

171 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2019, worth a combined $2.3B — up 14% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BLV positions and 23 closed out — a net gain of 2 holders — while 78 added to existing stakes and 40 trimmed.

The largest buyer was Ameriprise, adding an estimated $101M. The largest seller was Jane Street, cutting an estimated $22.2M.

  • 171 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2019, up from 170 in Q2 2019.
  • Funds reported $2.3B of Vanguard Long-Term Bond ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 25 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2019 was Ameriprise, an estimated $101M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2019 was Jane Street, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2019.