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Vanguard Long-Term Bond ETF
BLV

62 hedge funds and large institutions have $271M invested in Vanguard Long-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

17% more capital invested

Capital invested by funds: $232M → $271M (+$38.9M)

0.7% less ownership

Funds ownership: 47.39% → 46.69% (-0.7%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 63 → 62 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$10.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.75M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$2.71M
4
AUIM
Aegon USA Investment Management
Iowa
+$2.62M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.59M

Top Sellers

1
SCM
Saba Capital Management
New York
-$3.08M
2
Goldman Sachs
Goldman Sachs
New York
-$2.85M
3
Jane Street
Jane Street
New York
-$2.04M
4
AssetMark Inc
AssetMark Inc
California
-$1.91M
5
LNC
Lincoln National Corp
Pennsylvania
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$40.9M +$1.78M +20,997 +5%
AUIM
2
Aegon USA Investment Management
Iowa
$30.3M +$2.62M +30,869 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.2M +$4.75M +55,952 +21%
Bank of America
4
Bank of America
North Carolina
$25.4M +$1.97M +23,175 +9%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$21.9M +$2.71M +31,914 +14%
SMM
6
Stadion Money Management
Georgia
$18.6M +$10.6M +125,205 +140%
Morgan Stanley
7
Morgan Stanley
New York
$18.4M +$2.42M +28,538 +16%
LNC
8
Lincoln National Corp
Pennsylvania
$11.5M -$1.63M -19,170 -13%
IH
9
IFC Holdings
Florida
$7.65M +$466K +5,490 +7%
NPC
10
National Planning Corporation
California
$7.23M +$1.37M +16,133 +24%
TCM
11
Twele Capital Management
Minnesota
$6.02M +$713K +8,400 +14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.87M +$482K +5,681 +9%
SI
13
SII Investments
Wisconsin
$4.99M +$400K +4,710 +9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.28M +$2.59M +30,451 +161%
WI
15
WBI Investments
New Jersey
$3.72M -$547K -6,448 -13%
Jane Street
16
Jane Street
New York
$3.17M -$2.04M -23,971 -40%
Wells Fargo
17
Wells Fargo
California
$3M +$911K +10,728 +45%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.78M -$137K -1,618 -5%
SAM
19
SignalPoint Asset Management
Missouri
$2.69M +$110K +1,297 +4%
MAA
20
Managed Account Advisors
New Jersey
$2.26M +$2.21M +26,046 New
LPT
21
Legacy Private Trust
Wisconsin
$2.1M +$815K +9,604 +66%
ICOA
22
Investment Centers of America
North Dakota
$1.98M +$2.02M +23,737 New
SB
23
Suntrust Banks
Georgia
$1.96M -$416K -4,901 -18%
TNB
24
Thomasville National Bank
Georgia
$1.73M +$1.7M +20,000 New
DS
25
DRW Securities
Illinois
$1.54M +$442K +5,208 +41%
1
2 3

BLV Hedge Fund Activity: Q1 2014 in Review

62 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2014, worth a combined $271M — up 17% from $232M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BLV and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 24 added.

The largest buyer was Stadion Money Management, adding an estimated $10.6M. The largest seller was Saba Capital Management, exiting entirely with an estimated $3.08M sold.

  • 62 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2014, down from 63 in Q4 2013.
  • Funds reported $271M of Vanguard Long-Term Bond ETF stock for Q1 2014, up 17% quarter-over-quarter.
  • 10 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2014 and 11 closed out, a net change of -1 holder.
  • The largest Vanguard Long-Term Bond ETF buyer in Q1 2014 was Stadion Money Management, an estimated $10.6M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q1 2014 was Saba Capital Management, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2014.