We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

58 hedge funds and large institutions have $244M invested in Vanguard Long-Term Bond ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

12% more funds holding

Funds holding: 5258 (+6)

10.78% less ownership

Funds ownership: 55.34%44.56% (-11%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

35% less capital invested

Capital invested by funds: $377M → $244M (-$133M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
15
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUIM
1
Aegon USA Investment Management
Iowa
$75.5M -$111M -1,333,676 -59%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$35.6M +$1.27M +15,275 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.7M +$1.22M +14,758 +7%
Bank of America
4
Bank of America
North Carolina
$19.7M +$4.39M +52,938 +29%
Morgan Stanley
5
Morgan Stanley
New York
$17.9M +$2.29M +27,550 +15%
SMM
6
Stadion Money Management
Georgia
$7.5M +$2.67M +32,192 +55%
IH
7
IFC Holdings
Florida
$6.41M +$473K +5,700 +8%
NPC
8
National Planning Corporation
California
$5.22M +$439K +5,294 +9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$5.15M +$5.14M +61,997 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.92M -$390K -4,699 -7%
Jane Street
11
Jane Street
New York
$4.14M +$4.13M +49,815 New
SI
12
SII Investments
Wisconsin
$4.13M -$796K -9,597 -16%
GAM
13
Gould Asset Management
California
$3.86M -$652K -7,854 -14%
DS
14
DRW Securities
Illinois
$3.52M +$3.44M +41,492 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.02M -$378K -4,557 -11%
SAM
16
SignalPoint Asset Management
Missouri
$2.92M -$421K -5,074 -13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.66M +$1.62M +19,491 +155%
SB
18
Suntrust Banks
Georgia
$2.63M -$97.2K -1,172 -4%
AssetMark Inc
19
AssetMark Inc
California
$2.27M +$2.27M +27,351 New
Wells Fargo
20
Wells Fargo
California
$2M -$188K -2,260 -9%
ICOA
21
Investment Centers of America
North Dakota
$1.98M +$181K +2,184 +10%
BCM
22
Bluefin Capital Management
New York
$1.3M +$1.29M +15,525 New
TFA
23
Transamerica Financial Advisors
Florida
$1.25M +$625K +7,532 +101%
LPL Financial
24
LPL Financial
California
$1.16M +$16.1K +194 +1%
AGA
25
Accuvest Global Advisors
Utah
$1.16M +$1.15M +13,920 New

BLV Hedge Fund Activity: Q3 2013 in Review

58 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2013, worth a combined $244M — down 35% from $377M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BLV positions and 7 closed out — a net gain of 8 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.14M. The largest seller was Aegon USA Investment Management, cutting an estimated $111M.

  • 58 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2013, up from 52 in Q2 2013.
  • Funds reported $244M of Vanguard Long-Term Bond ETF stock for Q3 2013, down 35% quarter-over-quarter.
  • 15 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2013 and 7 closed out, a net change of +8 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $5.14M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2013 was Aegon USA Investment Management, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2013.