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Vanguard Long-Term Bond ETF

121 hedge funds and large institutions have $1.22B invested in Vanguard Long-Term Bond ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.14B → $1.22B (+$83.6M)

2% more funds holding

Funds holding: 119121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.42% less ownership

Funds ownership: 59.3%57.87% (-1.4%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
53
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$447M +$59.9M +651,000 +16%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$106M +$32.1M +349,226 +44%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$80.6M +$15.4M +167,940 +24%
QI
4
QS Investors
New York
$59.1M -$4.63M -50,331 -7%
Wells Fargo
5
Wells Fargo
California
$41.4M -$654K -7,109 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$38.9M +$1.61M +17,459 +4%
IH
7
IFC Holdings
Florida
$30.7M +$2.59M +28,160 +9%
SCA
8
Stuart Chaussee & Associates
California
$23.9M -$9.84K -107 -0%
SI
9
SII Investments
Wisconsin
$20.8M +$1.16M +12,582 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20.3M +$4.03M +43,850 +25%
LNC
11
Lincoln National Corp
Pennsylvania
$19M +$20.1K +219 +0.1%
SMM
12
Stadion Money Management
Georgia
$18.7M -$1.56M -16,942 -8%
SB
13
Suntrust Banks
Georgia
$18M +$6.69M +72,789 +61%
AG
14
Advisor Group
Arizona
$16.6M +$3.16M +34,419 +24%
RJA
15
Raymond James & Associates
Florida
$15.1M +$2.21M +24,019 +17%
GFPC
16
Global Financial Private Capital
Florida
$14.8M +$1.48M +16,079 +11%
BIA
17
Barry Investment Advisors
Massachusetts
$14.4M +$402K +4,373 +3%
Bank of America
18
Bank of America
North Carolina
$14M -$989K -10,754 -7%
ICOA
19
Investment Centers of America
North Dakota
$12.7M +$1.31M +14,227 +12%
NYLIM
20
New York Life Investment Management
New York
$12.2M +$27.6K +300 +0.2%
Morgan Stanley
21
Morgan Stanley
New York
$11.9M +$121K +1,317 +1%
MIS
22
Morningstar Investment Services
Illinois
$9.75M +$1.2M +13,057 +14%
State Street
23
State Street
Massachusetts
$9.66M -$9.84M -107,033 -51%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$8.9M +$1.91M +20,824 +28%
LPL Financial
25
LPL Financial
California
$8.7M +$1.99M +21,593 +30%

BLV Hedge Fund Activity: Q2 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2017, worth a combined $1.22B — up 7.3% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BLV positions and 15 closed out — a net gain of 4 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $59.9M. The largest seller was MML Investors Services, cutting an estimated $79.6M.

  • 121 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2017, up from 119 in Q1 2017.
  • Funds reported $1.22B of Vanguard Long-Term Bond ETF stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 19 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2017 and 15 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $59.9M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2017 was MML Investors Services, an estimated $79.6M sold.

Based on aggregated 13F filings for Q2 2017.