BLV icon

Vanguard Long-Term Bond ETF
BLV

Overview Fund Activity

71 hedge funds and large institutions have $557M invested in Vanguard Long-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
17
Increased
35
Reduced
12
Closed
9
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
+$531K

Top Buyers

1
State Street
State Street
Massachusetts
$62.9M
2
NYLIM
New York Life Investment Management
New York
$10.5M
3
AUIM
Aegon USA Investment Management
Iowa
$88.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$42.2M

Top Sellers

1
SSG
Summit Securities Group
New York
$0
2
ICOA
Investment Centers of America
North Dakota
$0
3
LPT
Legacy Private Trust
Wisconsin
$7.55M
4
SMM
Stadion Money Management
Georgia
$18.9M
5
VKH
Virtu KCG Holdings
New York
$675K
Name Holding Trade Value Shares
Change 		Shares
Change %
AUIM
1
Aegon USA Investment Management
Iowa
$88.7M +$10.3M +108,921 +13%
State Street
2
State Street
Massachusetts
$62.9M +$42.7M +452,913 +211%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$52.5M +$1.93M +20,424 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$52M +$9.11M +96,655 +21%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$42.2M +$7.19M +76,296 +21%
BIA
6
Barry Investment Advisors
Massachusetts
$39M +$39M +414,122 New
Bank of America
7
Bank of America
North Carolina
$22.6M +$5M +53,000 +28%
Wells Fargo
8
Wells Fargo
California
$22M -$593K -6,295 -3%
SMM
9
Stadion Money Management
Georgia
$18.9M -$1.23M -13,073 -6%
LNC
10
Lincoln National Corp
Pennsylvania
$12.2M +$1.13M +11,956 +10%
Morgan Stanley
11
Morgan Stanley
New York
$11.2M +$615K +6,526 +6%
NPC
12
National Planning Corporation
California
$10.7M +$935K +9,652 +10%
IH
13
IFC Holdings
Florida
$10.6M +$651K +6,950 +7%
NYLIM
14
New York Life Investment Management
New York
$10.5M +$10.5M +111,300 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.4M +$1.77M +18,765 +20%
SI
16
SII Investments
Wisconsin
$8.01M +$526K +5,572 +7%
LPT
17
Legacy Private Trust
Wisconsin
$7.55M -$1.84M -19,559 -20%
FWM
18
Frontier Wealth Management
Missouri
$7.08M +$7.08M +75,050 New
TCM
19
Twele Capital Management
Minnesota
$6.7M +$23.1K +245 +0.3%
SRSA
20
S.R. Schill & Associates
Washington
$6.58M +$6.58M +69,778 New
LFG
21
LifePlan Financial Group
Ohio
$5.65M +$577K +6,125 +11%
TNB
22
Thomasville National Bank
Georgia
$4.53M -$253K -2,683 -5%
GAM
23
Gould Asset Management
California
$3.13M +$697K +7,390 +29%
MAA
24
Managed Account Advisors
New Jersey
$3.02M +$311K +3,295 +11%
UBS Group
25
UBS Group
Switzerland
$2.87M +$2.87M +30,417 New
1
2 3 4