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Vanguard Long-Term Bond ETF

218 hedge funds and large institutions have $3.13B invested in Vanguard Long-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

611% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $380K

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $2.71B → $3.13B (+$421M)

2.81% more ownership

Funds ownership: 58.3%61.11% (+2.8%)

2% more funds holding

Funds holding: 214218 (+4)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
4.47%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
30
Increased
90
Reduced
65
Closed
24
Calls
$2.7M
Puts
$380K
Net Calls
+$2.32M
Net Calls Change
+$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$871M +$61M +558,359 +8%
Morgan Stanley
2
Morgan Stanley
New York
$342M +$7.51M +68,718 +2%
Ameriprise
3
Ameriprise
Minnesota
$257M -$36.7M -335,495 -13%
Wells Fargo
4
Wells Fargo
California
$249M -$6.8M -62,263 -3%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$125M -$1.74M -15,957 -1%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$113M +$108M +992,862 +4,295%
LPL Financial
7
LPL Financial
California
$110M +$6.53M +59,746 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$110M +$6.56M +60,086 +7%
CL
9
Cabana LLC
Arkansas
$79.1M +$77.4M +708,144 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$78.7M -$1.43M -13,090 -2%
FIA
11
Foundations Investment Advisors
Arizona
$68.7M +$66.7M +610,601 +22,399%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$57M +$3.91M +35,807 +8%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$46.9M +$41.7M +381,598 +990%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$44M +$1.75M +16,020 +4%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$41.3M +$5.52M +50,528 +16%
LNC
16
Lincoln National Corp
Pennsylvania
$31.6M -$906K -8,297 -3%
Bank of America
17
Bank of America
North Carolina
$30.6M +$192K +1,758 +0.6%
Jane Street
18
Jane Street
New York
$30.2M +$15.5M +141,492 +110%
WHG
19
Westwood Holdings Group
Texas
$29.9M -$2.84K -26 -0%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$27.4M +$22.4M +204,744 +581%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$23M +$1.36M +12,467 +6%
Citadel Advisors
22
Citadel Advisors
Florida
$15.8M -$81.5M -746,418 -84%
GFPC
23
Global Financial Private Capital
Florida
$14.1M +$1.02M +9,356 +8%
MML Investors Services
24
MML Investors Services
Massachusetts
$13.5M +$2.81M +25,735 +27%
QI
25
QS Investors
New York
$13.2M -$98.1K -898 -0.8%

BLV Hedge Fund Activity: Q2 2020 in Review

218 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2020, worth a combined $3.13B — up 16% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BLV positions and 24 closed out — a net gain of 6 holders — while 90 added to existing stakes and 65 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $108M. The largest seller was Citadel Advisors, cutting an estimated $81.5M.

  • 218 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2020, up from 214 in Q1 2020.
  • Funds reported $3.13B of Vanguard Long-Term Bond ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 30 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2020 and 24 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $108M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $81.5M sold.

Based on aggregated 13F filings for Q2 2020.