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Vanguard Long-Term Bond ETF
BLV

119 hedge funds and large institutions have $1.28B invested in Vanguard Long-Term Bond ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $1.22B → $1.28B (+$59.5M)

0.38% less ownership

Funds ownership: 57.87% → 57.49% (-0.38%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 121 → 119 (-2)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $206K

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
12
Increased
66
Reduced
25
Closed
13
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$206K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.4M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$15.9M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.09M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.5M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$23.9M
2
SB
Suntrust Banks
Georgia
-$6.69M
3
BCM
Bluefin Capital Management
New York
-$3.94M
4
QI
QS Investors
New York
-$3.41M
5
SAM
SignalPoint Asset Management
Missouri
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$481M +$30.4M +325,061 +7%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$118M +$11.1M +118,135 +10%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$97M +$15.9M +169,303 +20%
QI
4
QS Investors
New York
$56.1M -$3.41M -36,382 -6%
Wells Fargo
5
Wells Fargo
California
$41.4M -$290K -3,101 -0.7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$40.7M +$1.49M +15,928 +4%
IH
7
IFC Holdings
Florida
$33M +$2.17M +23,138 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$24.5M +$4.09M +43,668 +20%
SI
9
SII Investments
Wisconsin
$22.4M +$1.42M +15,218 +7%
LNC
10
Lincoln National Corp
Pennsylvania
$20M +$812K +8,674 +4%
AG
11
Advisor Group
Arizona
$19.3M +$2.52M +26,967 +15%
SMM
12
Stadion Money Management
Georgia
$18.8M -$6.93K -74 -0%
GFPC
13
Global Financial Private Capital
Florida
$17.5M +$2.61M +27,911 +18%
RJA
14
Raymond James & Associates
Florida
$15.3M +$80.3K +858 +0.5%
BIA
15
Barry Investment Advisors
Massachusetts
$14.6M +$68.9K +736 +0.5%
ICOA
16
Investment Centers of America
North Dakota
$13.6M +$761K +8,123 +6%
Morgan Stanley
17
Morgan Stanley
New York
$13.5M +$1.47M +15,733 +12%
NYLIM
18
New York Life Investment Management
New York
$12.4M +$65.5K +700 +0.5%
MIS
19
Morningstar Investment Services
Illinois
$11.6M +$1.8M +19,241 +18%
LPL Financial
20
LPL Financial
California
$11.4M +$2.66M +28,462 +30%
SB
21
Suntrust Banks
Georgia
$11.4M -$6.69M -71,478 -37%
Bank of America
22
Bank of America
North Carolina
$11.1M -$2.98M -31,843 -21%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$10.6M +$1.67M +17,832 +19%
State Street
24
State Street
Massachusetts
$9.78M +$58.3K +623 +0.6%
FIM
25
Freedom Investment Management
Connecticut
$9.76M +$1.04M +11,143 +12%
1
2 3 4 5

BLV Hedge Fund Activity: Q3 2017 in Review

119 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2017, worth a combined $1.28B — up 4.9% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BLV and 12 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 66 added.

The largest buyer was Envestnet Asset Management, adding an estimated $30.4M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $23.9M sold.

  • 119 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2017, down from 121 in Q2 2017.
  • Funds reported $1.28B of Vanguard Long-Term Bond ETF stock for Q3 2017, up 4.9% quarter-over-quarter.
  • 12 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2017 and 13 closed out, a net change of -1 holder.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2017 was Envestnet Asset Management, an estimated $30.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2017 was Stuart Chaussee & Associates, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2017.