Vanguard Long-Term Bond ETF
103 hedge funds and large institutions have $1.51B invested in Vanguard Long-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 9 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 20
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
22% more capital invested
Capital invested by funds: $1.24B → $1.51B (+$268M)
6% more funds holding
Funds holding: 97 → 103 (+6)
2.23% more ownership
Funds ownership: 63.64% → 65.88% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
Top Sellers
| 1 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$31.5M |
| 2 |
State Street
Boston,
Massachusetts
|
-$9.28M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$7.55M |
| 4 |
QI
QS Investors
New York
|
-$5.92M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$5.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
101
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$94 | +1 | New |
|
|
BIA
102
Barry Investment Advisors
New Bedford,
Massachusetts
| – | -$31.5M | -338,494 | Closed |
|
|
103
State Street
Boston,
Massachusetts
| – | -$9.28M | -99,749 | Closed |
|
|
LPT
104
Legacy Private Trust
Neenah,
Wisconsin
| – | -$5.85M | -62,920 | Closed |
|
|
AIG
105
American International Group
New York
| – | -$1.97M | -21,199 | Closed |
|
106
Bessemer Group
Woodbridge,
New Jersey
| – | -$1.86M | -20,000 | Closed |
|
|
SMG
107
Spectrum Management Group
Indianapolis,
Indiana
| – | -$108K | -1,162 | Closed |
|
108
SEI Investments
Oaks,
Pennsylvania
| – | -$13K | -137 | Closed |
|
|
WAS
109
WESPAC Advisors SoCal
Pasadena,
California
| – | -$7.72K | -83 | Closed |
|
BLV Hedge Fund Activity: Q2 2016 in Review
103 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2016, worth a combined $1.51B — up 22% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BLV positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 20 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $77.9M. The largest seller was Barry Investment Advisors, exiting entirely with an estimated $31.5M sold.
- 103 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2016, up from 97 in Q1 2016.
- Funds reported $1.51B of Vanguard Long-Term Bond ETF stock for Q2 2016, up 22% quarter-over-quarter.
- 16 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2016 and 9 closed out, a net change of +7 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q2 2016 was WBI Investments, an estimated $77.9M added.
- The largest Vanguard Long-Term Bond ETF seller in Q2 2016 was Barry Investment Advisors, an estimated $31.5M sold.
Based on aggregated 13F filings for Q2 2016.