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Vanguard Long-Term Bond ETF

211 hedge funds and large institutions have $2.89B invested in Vanguard Long-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 37

25% more capital invested

Capital invested by funds: $2.3B → $2.89B (+$583M)

23% more funds holding

Funds holding: 171211 (+40)

9.79% more ownership

Funds ownership: 58.39%68.17% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
211
Holders Change
+40
Holders Change %
+23.39%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
57
Increased
95
Reduced
37
Closed
12
Calls
$1.45M
Puts
Net Calls
+$1.45M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$716M +$68.3M +674,765 +10%
Wells Fargo
2
Wells Fargo
California
$380M +$51.5M +508,795 +16%
M&T Bank
3
M&T Bank
New York
$348M +$418M +4,127,915 +24,771%
Ameriprise
4
Ameriprise
Minnesota
$276M +$91.2M +900,408 +49%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$142M +$19.1M +188,863 +15%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$107M -$13.7M -134,868 -11%
LPL Financial
7
LPL Financial
California
$94.8M +$6.92M +68,348 +8%
KIM
8
Karpus Investment Management
New York
$73.9M +$35.6M +351,630 +91%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$67.9M +$5.84M +57,636 +9%
AG
10
Advisor Group
Arizona
$67.2M +$1.55M +15,334 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$48.6M +$277K +2,739 +0.6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$34.9M -$2.88M -28,459 -8%
Morgan Stanley
13
Morgan Stanley
New York
$31.8M +$3.25M +32,116 +11%
Bank of America
14
Bank of America
North Carolina
$31.8M +$2.26M +22,266 +8%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$30.6M +$4.38M +43,255 +17%
LNC
16
Lincoln National Corp
Pennsylvania
$29M +$2.05M +20,221 +8%
WHG
17
Westwood Holdings Group
Texas
$26.8M +$876K +8,645 +3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$23.2M +$1.66M +16,395 +8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$17.7M +$1.17M +11,503 +7%
QI
20
QS Investors
New York
$17.3M -$8.38M -82,699 -33%
UBS Group
21
UBS Group
Switzerland
$13.3M +$837K +8,267 +7%
GFPC
22
Global Financial Private Capital
Florida
$11.2M -$586K -5,787 -5%
PI
23
PFS Investments
Georgia
$10.5M -$1.16M -11,403 -10%
NI
24
NYL Investors
New York
$10.4M +$192K +1,900 +2%
RJA
25
Raymond James & Associates
Florida
$9.21M -$8.15M -80,458 -47%

BLV Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2019, worth a combined $2.89B — up 25% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BLV positions and 12 closed out — a net gain of 45 holders — while 95 added to existing stakes and 37 trimmed.

The largest buyer was M&T Bank, adding an estimated $418M. The largest seller was Jane Street, cutting an estimated $26.4M.

  • 211 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2019, up from 171 in Q3 2019.
  • Funds reported $2.89B of Vanguard Long-Term Bond ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 57 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2019 and 12 closed out, a net change of +45 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2019 was M&T Bank, an estimated $418M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2019 was Jane Street, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2019.