Vanguard Long-Term Bond ETF
77 hedge funds and large institutions have $743M invested in Vanguard Long-Term Bond ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 13 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more capital invested
Capital invested by funds: $642M → $743M (+$101M)
14.5% more ownership
Funds ownership: 50.51% → 65% (+14%)
6% less funds holding
Funds holding: 82 → 77 (-5)
10% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 30
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$134M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.8M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$15.4M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$8.72M |
| 5 |
IH
IFC Holdings
Tampa,
Florida
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.9M |
| 2 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$6.69M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$5.8M |
| 4 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
-$4.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$3.43M |
BLV Hedge Fund Activity: Q2 2015 in Review
77 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2015, worth a combined $743M — up 16% from $642M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BLV and 8 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 27 added.
The largest buyer was QS Investors, opening a new position worth an estimated $134M. The largest seller was Bank of America, cutting an estimated $12.9M.
- 77 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2015, down from 82 in Q1 2015.
- Funds reported $743M of Vanguard Long-Term Bond ETF stock for Q2 2015, up 16% quarter-over-quarter.
- 8 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2015 and 13 closed out, a net change of -5 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q2 2015 was QS Investors, an estimated $134M added.
- The largest Vanguard Long-Term Bond ETF seller in Q2 2015 was Bank of America, an estimated $12.9M sold.
Based on aggregated 13F filings for Q2 2015.