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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
RG
201
Retirement Group
California
$4K +$3.54K +35 New
PP
202
Pacifica Partners
Canada
$4K +$4.25K +42 New
AF
203
Allworth Financial
California
$3K
IFAM
204
Institutional & Family Asset Management
Colorado
$3K
PK
205
Pflug Koory
Nebraska
$3K
KFS
206
Kelly Financial Services
Massachusetts
$2.73K +$2.73K +27 New
PWMG
207
Prestige Wealth Management Group
New Jersey
$2K +$1.52K +15 New
WFMPM
208
Woodley Farra Manion Portfolio Management
Indiana
$2K +$1.72K +17 New
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5K
BFC
210
Bedel Financial Consulting
Indiana
$1K
DY
211
Dowling & Yahnke
California
$1K +$709 +7 New
AA
212
Ancora Advisors
Ohio
$1K +$810 +8 New
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$12M -116,441 Closed
GM
214
GeoWealth Management
Illinois
-$4.35M -42,390 Closed
CF
215
Centaurus Financial
California
-$2.43M -23,625 Closed
Renaissance Technologies
216
Renaissance Technologies
New York
-$1.31M -12,800 Closed
GSWM
217
Golden State Wealth Management
California
-$1.04M -10,128 Closed
MA
218
Mutual Advisors
Nebraska
-$273K -2,658 Closed
IWS
219
Insight Wealth Strategies
California
-$233K -2,269 Closed
PCM
220
Penserra Capital Management
California
-$122K -1,196 Closed
CAC
221
Certified Advisory Corp
Florida
-$13K -125 Closed
CFA
222
Carroll Financial Associates
North Carolina
-$5K -52 Closed
BWA
223
BDO Wealth Advisors
Florida
-$4K -40 Closed
SWP
224
Strategic Wealth Partners
Ohio
-$1 -16 Closed
TFA
225
Tobias Financial Advisors
Florida
+$912 +9 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.