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Vanguard Long-Term Bond ETF
BLV

79 hedge funds and large institutions have $1.21B invested in Vanguard Long-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

62% more capital invested

Capital invested by funds: $743M → $1.21B (+$462M)

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

6.04% more ownership

Funds ownership: 65% → 71.05% (+6%)

3% more funds holding

Funds holding: 77 → 79 (+2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
13
Increased
32
Reduced
22
Closed
10
Calls
$536K
Puts
–
Net Calls
+$536K
Net Calls Change
+$256K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$404M
2
WI
WBI Investments
New Jersey
+$95.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.9M
4
VKH
Virtu KCG Holdings
New York
+$12.5M
5
VAM
Visionary Asset Management
Texas
+$9.92M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
-$80.4M
2
QI
QS Investors
New York
-$24.2M
3
Jane Street
Jane Street
New York
-$14.7M
4
State Street
State Street
Massachusetts
-$14.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$464M +$404M +4,542,060 +703%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$144M +$24.9M +279,705 +21%
QI
3
QS Investors
New York
$106M -$24.2M -272,784 -19%
WI
4
WBI Investments
New Jersey
$95.8M +$95.3M +1,072,488 New
TAIM
5
TD Ameritrade Investment Management
Nebraska
$55.2M +$933K +10,496 +2%
State Street
6
State Street
Massachusetts
$43.4M -$14.7M -165,618 -25%
BIA
7
Barry Investment Advisors
Massachusetts
$30.6M -$240K -2,696 -0.8%
Wells Fargo
8
Wells Fargo
California
$21.8M +$3.83M +43,104 +21%
IH
9
IFC Holdings
Florida
$16.9M +$986K +11,091 +6%
SMM
10
Stadion Money Management
Georgia
$16.7M -$2.64M -29,725 -14%
RJA
11
Raymond James & Associates
Florida
$16.6M +$591K +6,647 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$16.2M +$907K +10,207 +6%
VKH
13
Virtu KCG Holdings
New York
$15.1M +$12.5M +140,486 +486%
LNC
14
Lincoln National Corp
Pennsylvania
$14.3M +$323K +3,635 +2%
Bank of America
15
Bank of America
North Carolina
$13M +$618K +6,955 +5%
VAM
16
Visionary Asset Management
Texas
$12.8M +$9.92M +111,663 +358%
SI
17
SII Investments
Wisconsin
$11.5M +$705K +7,932 +7%
NYLIM
18
New York Life Investment Management
New York
$10.8M -$71.1K -800 -0.7%
Morgan Stanley
19
Morgan Stanley
New York
$10.2M +$1.46M +16,434 +17%
HFS
20
HL Financial Services
Kentucky
$7.16M +$6.91M +77,769 +3,250%
TAT
21
TD Ameritrade Trust
Colorado
$6.36M +$59K +664 +0.9%
FWM
22
Frontier Wealth Management
Missouri
$6.31M -$56.8K -639 -0.9%
SRSA
23
S.R. Schill & Associates
Washington
$6.07M +$565K +6,361 +10%
TCM
24
Twele Capital Management
Minnesota
$5.65M -$1.01M -11,346 -15%
ICOA
25
Investment Centers of America
North Dakota
$5.63M +$939K +10,570 +20%
1
2 3 4

BLV Hedge Fund Activity: Q3 2015 in Review

79 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2015, worth a combined $1.21B — up 62% from $743M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BLV positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 22 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $404M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $80.4M sold.

  • 79 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2015, up from 77 in Q2 2015.
  • Funds reported $1.21B of Vanguard Long-Term Bond ETF stock for Q3 2015, up 62% quarter-over-quarter.
  • 13 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2015 and 10 closed out, a net change of +3 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2015 was Beacon Capital Management Inc (Ohio), an estimated $404M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2015.