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Vanguard Long-Term Bond ETF
BLV

65 hedge funds and large institutions have $391M invested in Vanguard Long-Term Bond ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28% more capital invested

Capital invested by funds: $305M → $391M (+$85.9M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more funds holding

Funds holding: 63 → 65 (+2)

0.45% more ownership

Funds ownership: 47.17% → 47.63% (+0.45%)

16% less call options, than puts

Call options by funds: $659K | Put options by funds: $785K

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
31
Reduced
14
Closed
8
Calls
$659K
Puts
$785K
Net Calls
-$126K
Net Calls Change
+$117K

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$41.9M
2
Wells Fargo
Wells Fargo
California
+$15M
3
State Street
State Street
Massachusetts
+$10.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.33M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$5.23M

Top Sellers

1
SCM
Saba Capital Management
New York
-$4.12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.05M
3
WI
WBI Investments
New Jersey
-$3.85M
4
LNC
Lincoln National Corp
Pennsylvania
-$2.38M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
AUIM
1
Aegon USA Investment Management
Iowa
$75.1M +$41.9M +464,172 +126%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$48.4M +$1.75M +19,351 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.1M +$7.33M +81,252 +22%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$33.5M +$5.23M +58,006 +19%
Wells Fargo
5
Wells Fargo
California
$21.6M +$15M +166,104 +227%
State Street
6
State Street
Massachusetts
$19.3M +$10.2M +112,708 +111%
SMM
7
Stadion Money Management
Georgia
$19.3M -$52.9K -586 -0.3%
Bank of America
8
Bank of America
North Carolina
$16.9M +$165K +1,827 +1%
LNC
9
Lincoln National Corp
Pennsylvania
$10.6M -$2.38M -26,341 -18%
Morgan Stanley
10
Morgan Stanley
New York
$10.1M +$742K +8,219 +8%
IH
11
IFC Holdings
Florida
$9.59M +$852K +9,440 +10%
NPC
12
National Planning Corporation
California
$9.18M +$894K +9,903 +11%
LPT
13
Legacy Private Trust
Wisconsin
$8.99M +$882K +9,771 +11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.31M +$1.12M +12,389 +16%
SI
15
SII Investments
Wisconsin
$7.18M +$381K +4,224 +6%
TCM
16
Twele Capital Management
Minnesota
$6.39M +$50.3K +557 +0.8%
SSG
17
Summit Securities Group
New York
$5.16M +$5.16M +57,200 New
LFG
18
LifePlan Financial Group
Ohio
$4.85M +$4.85M +53,758 New
TNB
19
Thomasville National Bank
Georgia
$4.58M – – –
ICOA
20
Investment Centers of America
North Dakota
$2.87M +$250K +2,765 +10%
MAA
21
Managed Account Advisors
New Jersey
$2.6M +$215K +2,383 +9%
SAM
22
SignalPoint Asset Management
Missouri
$2.46M -$302K -3,345 -11%
GAM
23
Gould Asset Management
California
$2.33M +$1.05M +11,680 +83%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.16M -$154K -1,702 -7%
U
25
UBS
Switzerland
$2.02M +$1.07M +11,810 +111%
1
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BLV Hedge Fund Activity: Q3 2014 in Review

65 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2014, worth a combined $391M — up 28% from $305M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BLV positions and 8 closed out — a net gain of 2 holders — while 31 added to existing stakes and 14 trimmed.

The largest buyer was Aegon USA Investment Management, adding an estimated $41.9M. The largest seller was Saba Capital Management, cutting an estimated $4.12M.

  • 65 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2014, up from 63 in Q2 2014.
  • Funds reported $391M of Vanguard Long-Term Bond ETF stock for Q3 2014, up 28% quarter-over-quarter.
  • 10 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2014 and 8 closed out, a net change of +2 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2014 was Aegon USA Investment Management, an estimated $41.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2014 was Saba Capital Management, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2014.