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Vanguard Long-Term Bond ETF

148 hedge funds and large institutions have $1.27B invested in Vanguard Long-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 143148 (+5)

0.41% less ownership

Funds ownership: 58.64%58.23% (-0.41%)

1% less capital invested

Capital invested by funds: $1.28B → $1.27B (-$10.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
64
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$418M -$6.39M -72,173 -1%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$158M -$12.6M -142,139 -7%
LPL Financial
3
LPL Financial
California
$77.1M +$963K +10,884 +1%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$59.8M -$2.53M -28,574 -4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$49.1M -$968K -10,941 -2%
AG
6
Advisor Group
Arizona
$41.5M +$17.5M +198,067 +72%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$40.8M +$2.96M +33,462 +8%
QI
8
QS Investors
New York
$39M -$2.95M -33,316 -7%
Wells Fargo
9
Wells Fargo
California
$35.5M -$1.79M -20,212 -5%
LNC
10
Lincoln National Corp
Pennsylvania
$23.5M +$643K +7,268 +3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$19.8M +$1.15M +13,002 +6%
Morgan Stanley
12
Morgan Stanley
New York
$16.9M +$859K +9,710 +5%
SMM
13
Stadion Money Management
Georgia
$16.5M -$334K -3,770 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$16.2M +$2.19M +24,772 +15%
RJA
15
Raymond James & Associates
Florida
$15.8M +$1.57M +17,737 +11%
GFPC
16
Global Financial Private Capital
Florida
$14.7M +$9.12K +103 +0.1%
BIA
17
Barry Investment Advisors
Massachusetts
$14.5M +$247K +2,791 +2%
NI
18
NYL Investors
New York
$14.1M +$2.16M +24,400 +18%
State Street
19
State Street
Massachusetts
$11.6M +$2.08M +23,549 +22%
FIM
20
Freedom Investment Management
Connecticut
$11.5M -$47.8K -540 -0.4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$11.4M +$565K +6,379 +5%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$10.5M +$889K +10,042 +9%
MIS
23
Morningstar Investment Services
Illinois
$9.44M +$828K +9,350 +9%
WHG
24
Westwood Holdings Group
Texas
$8.61M +$1.58M +17,900 +22%
UBS Group
25
UBS Group
Switzerland
$8.03M -$40.7K -460 -0.5%

BLV Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2018, worth a combined $1.27B — down 0.82% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BLV positions and 17 closed out — a net gain of 6 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Advisor Group, adding an estimated $17.5M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $12.6M.

  • 148 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2018, up from 143 in Q2 2018.
  • Funds reported $1.27B of Vanguard Long-Term Bond ETF stock for Q3 2018, down 0.82% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2018 and 17 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2018 was Advisor Group, an estimated $17.5M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2018 was TD Ameritrade Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2018.