Vanguard Long-Term Bond ETF
79 hedge funds and large institutions have $1.21B invested in Vanguard Long-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
62% more capital invested
Capital invested by funds: $743M → $1.21B (+$462M)
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
6.04% more ownership
Funds ownership: 65% → 71.05% (+6%)
3% more funds holding
Funds holding: 77 → 79 (+2)
Top Buyers
Top Sellers
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$80.4M |
| 2 |
QI
QS Investors
New York
|
-$24.2M |
| 3 |
Jane Street
New York
|
-$14.7M |
| 4 |
State Street
Boston,
Massachusetts
|
-$14.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
76
Gupta Wealth Management
San Diego,
California
| $5K | – | – | – |
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6 | +$89 | +1 | +1% |
|
|
AUIM
78
Aegon USA Investment Management
Cedar Rapids,
Iowa
| – | -$80.4M | -882,790 | Closed |
|
|
79
Jane Street
New York
| – | -$14.7M | -168,279 | Closed |
|
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$5.64M | -63,420 | Closed |
|
|
BCM
81
Bluefin Capital Management
New York
| – | -$4.27M | -48,773 | Closed |
|
|
SCM
82
Saba Capital Management
New York
| – | -$2.41M | -27,557 | Closed |
|
|
LFG
83
LifePlan Financial Group
Dayton,
Ohio
| – | -$684K | -7,806 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$288K | -3,289 | Closed |
|
|
TSS
85
Two Sigma Securities
New York
| – | -$202K | -2,308 | Closed |
|
|
BRWM
86
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$9K | -108 | Closed |
|
|
RFA
87
Reilly Financial Advisors
La Mesa,
California
| – | -$1K | -11 | Closed |
|
BLV Hedge Fund Activity: Q3 2015 in Review
79 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2015, worth a combined $1.21B — up 62% from $743M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BLV positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 22 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $404M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $80.4M sold.
- 79 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2015, up from 77 in Q2 2015.
- Funds reported $1.21B of Vanguard Long-Term Bond ETF stock for Q3 2015, up 62% quarter-over-quarter.
- 13 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2015 and 10 closed out, a net change of +3 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q3 2015 was Beacon Capital Management Inc (Ohio), an estimated $404M added.
- The largest Vanguard Long-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $80.4M sold.
Based on aggregated 13F filings for Q3 2015.