We are live on ! Find out more
BLV icon

Vanguard Long-Term Bond ETF

92 hedge funds and large institutions have $1.1B invested in Vanguard Long-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

16% more funds holding

Funds holding: 7992 (+13)

5.81% less ownership

Funds ownership: 71.05%65.23% (-5.8%)

8% less capital invested

Capital invested by funds: $1.21B → $1.1B (-$101M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
23
Increased
39
Reduced
20
Closed
9
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$455M +$4.33M +48,850 +0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$175M +$35.1M +396,645 +25%
QI
3
QS Investors
New York
$83.4M -$20.3M -229,714 -19%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$55.3M +$1.74M +19,654 +3%
BIA
5
Barry Investment Advisors
Massachusetts
$29.3M -$397K -4,487 -1%
State Street
6
State Street
Massachusetts
$24.5M -$18M -203,327 -42%
SMM
7
Stadion Money Management
Georgia
$22.1M +$6.02M +67,999 +36%
Wells Fargo
8
Wells Fargo
California
$21.2M +$6.38K +72 +0%
IH
9
IFC Holdings
Florida
$18.9M +$2.44M +27,522 +14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$17.3M +$1.63M +18,448 +10%
RJA
11
Raymond James & Associates
Florida
$16.1M -$24.4K -275 -0.1%
LNC
12
Lincoln National Corp
Pennsylvania
$14.4M +$591K +6,671 +4%
SI
13
SII Investments
Wisconsin
$13.6M +$2.43M +27,424 +21%
VAM
14
Visionary Asset Management
Texas
$12.8M +$397K +4,477 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.9M +$11M +123,752 +8,576%
NYLIM
16
New York Life Investment Management
New York
$10.7M +$177K +2,000 +2%
Morgan Stanley
17
Morgan Stanley
New York
$10.1M +$137K +1,548 +1%
Bank of America
18
Bank of America
North Carolina
$9.64M -$3.02M -34,048 -23%
ICOA
19
Investment Centers of America
North Dakota
$7.49M +$2.06M +23,209 +37%
HFS
20
HL Financial Services
Kentucky
$7.24M +$286K +3,230 +4%
SRSA
21
S.R. Schill & Associates
Washington
$6.36M +$477K +5,389 +8%
NPC
22
National Planning Corporation
California
$6.3M +$943K +10,642 +18%
FWM
23
Frontier Wealth Management
Missouri
$5.63M -$517K -5,833 -8%
UBS Group
24
UBS Group
Switzerland
$4.53M +$362K +4,084 +8%
LPL Financial
25
LPL Financial
California
$3.78M +$2.36M +26,639 +159%

BLV Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2015, worth a combined $1.1B — down 8.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $35.1M. The largest seller was WBI Investments, exiting entirely with an estimated $95.8M sold.

  • 92 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2015, up from 79 in Q3 2015.
  • Funds reported $1.1B of Vanguard Long-Term Bond ETF stock for Q4 2015, down 8.4% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2015 and 9 closed out, a net change of +14 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $35.1M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2015 was WBI Investments, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2015.