Vanguard Long-Term Bond ETF
111 hedge funds and large institutions have $970M invested in Vanguard Long-Term Bond ETF in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 17 closing their positions.
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
3% more funds holding
Funds holding: 108 → 111 (+3)
2.6% more ownership
Funds ownership: 55.3% → 57.89% (+2.6%)
9% less capital invested
Capital invested by funds: $1.07B → $970M (-$99.8M)
15% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 41
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60M |
| 2 |
Goldman Sachs
New York
|
+$12.1M |
| 3 |
Bank of New York Mellon
New York
|
+$10.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.91M |
| 5 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$7.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$24.3M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$24M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$15.8M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$14M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$7.69M |
BLV Hedge Fund Activity: Q4 2016 in Review
111 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2016, worth a combined $970M — down 9.3% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BLV positions and 17 closed out — a net gain of 6 holders — while 35 added to existing stakes and 41 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $60M. The largest seller was Jane Street, exiting entirely with an estimated $24.3M sold.
- 111 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2016, up from 108 in Q3 2016.
- Funds reported $970M of Vanguard Long-Term Bond ETF stock for Q4 2016, down 9.3% quarter-over-quarter.
- 23 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2016 and 17 closed out, a net change of +6 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q4 2016 was Envestnet Asset Management, an estimated $60M added.
- The largest Vanguard Long-Term Bond ETF seller in Q4 2016 was Jane Street, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2016.