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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
TT
151
TI-Trust
Illinois
$203K +$205K +2,023 New
AFP
152
Ausdal Financial Partners
Iowa
$201K -$58.4K -577 -23%
FA
153
Fortis Advisors
Pennsylvania
$200K +$202K +1,994 New
PCG
154
Private Capital Group
Connecticut
$199K +$2.63K +26 +1%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$194K +$108K +1,062 +123%
Deutsche Bank
156
Deutsche Bank
Germany
$182K +$20.8K +205 +13%
TWA
157
TCI Wealth Advisors
Arizona
$177K
CAAS
158
Capital Asset Advisory Services
Michigan
$168K +$162K +1,602 New
FHA
159
Flagship Harbor Advisors
Massachusetts
$165K +$165K +1,633 +13,608%
GRP
160
Global Retirement Partners
California
$157K +$15.2K +150 +11%
RIA
161
Realta Investment Advisors
Delaware
$157K +$152K +1,501 +3,336%
AF
162
Advisornet Financial
Minnesota
$133K +$78K +770 +140%
VCP
163
Verus Capital Partners
Arizona
$125K +$126K +1,248 New
JPLA
164
Joseph P. Lucia & Associates
New York
$109K +$30.4K +300 +38%
FCA
165
FinTrust Capital Advisors
South Carolina
$108K
LWM
166
Liberty Wealth Management
California
$107K -$5.98K -59 -5%
FGAM
167
Financial Gravity Asset Management
Texas
$100K -$159K -1,574 -35%
OAM
168
Oppenheimer Asset Management
New York
$100K -$20.6K -203 -17%
AIC
169
Ameritas Investment Company
Nebraska
$83K +$19.1K +189 +30%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$80K
IA
171
IFP Advisors
Florida
$79K -$23.4K -231 -23%
HNB
172
Huntington National Bank
Ohio
$68K
GWM
173
Geneos Wealth Management
Colorado
$65K +$5.07K +50 +8%
SCA
174
Stonebridge Capital Advisors
Minnesota
$64K
PIP
175
Peachtree Investment Partners
Florida
$57K +$57K +563 New

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.