Vanguard Long-Term Bond ETF
82 hedge funds and large institutions have $642M invested in Vanguard Long-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
43% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 23
15% more funds holding
Funds holding: 71 → 82 (+11)
15% more capital invested
Capital invested by funds: $557M → $642M (+$84.9M)
1.3% less ownership
Funds ownership: 51.81% → 50.51% (-1.3%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| $13K | +$13.4K | +139 | New |
|
|
IWMPD
77
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $12K | +$12K | +125 | New |
|
|
BRWM
78
B. Riley Wealth Management
Memphis,
Tennessee
| $10K | – | – | – |
|
|
WAS
79
Winch Advisory Services
Appleton,
Wisconsin
| $6K | +$5.68K | +59 | New |
|
|
GWM
80
Gupta Wealth Management
San Diego,
California
| $5K | +$5.3K | +55 | New |
|
81
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $42 | +$41.7K | +433 | New |
|
|
WEC
82
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$2.6M | -27,628 | Closed |
|
|
BC
83
Brinker Capital
Berwyn,
Pennsylvania
| – | -$249K | -2,639 | Closed |
|
84
AssetMark Inc
Concord,
California
| – | -$157K | -1,669 | Closed |
|
85
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$30K | -314 | Closed |
|
|
BRWA
86
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$4 | -43 | Closed |
|
BLV Hedge Fund Activity: Q1 2015 in Review
82 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2015, worth a combined $642M — up 15% from $557M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BLV positions and 5 closed out — a net gain of 13 holders — while 33 added to existing stakes and 23 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $20.8M. The largest seller was Barry Investment Advisors, cutting an estimated $7.02M.
- 82 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2015, up from 71 in Q4 2014.
- Funds reported $642M of Vanguard Long-Term Bond ETF stock for Q1 2015, up 15% quarter-over-quarter.
- 18 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2015 and 5 closed out, a net change of +13 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q1 2015 was Envestnet Asset Management, an estimated $20.8M added.
- The largest Vanguard Long-Term Bond ETF seller in Q1 2015 was Barry Investment Advisors, an estimated $7.02M sold.
Based on aggregated 13F filings for Q1 2015.