Vanguard Long-Term Bond ETF
119 hedge funds and large institutions have $1.14B invested in Vanguard Long-Term Bond ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more capital invested
Capital invested by funds: $970M → $1.14B (+$170M)
7% more funds holding
Funds holding: 111 → 119 (+8)
1.4% more ownership
Funds ownership: 57.89% → 59.3% (+1.4%)
3% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$80M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.7M |
| 3 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$23M |
| 4 |
State Street
Boston,
Massachusetts
|
+$18.9M |
| 5 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$18.6M |
| 2 |
Goldman Sachs
New York
|
-$11.7M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$5.63M |
| 4 |
QI
QS Investors
New York
|
-$4.23M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$1.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DBT
126
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$11K | -123 | Closed |
|
|
KKAMG
127
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| – | -$6K | -65 | Closed |
|
128
AssetMark Inc
Concord,
California
| – | -$4K | -42 | Closed |
|
|
MFW
129
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$2K | -22 | Closed |
|
|
RFA
130
Reilly Financial Advisors
La Mesa,
California
| – | -$1K | -13 | Closed |
|
|
AA
131
Ancora Advisors
Cleveland,
Ohio
| – | -$1K | -8 | Closed |
|
|
CFD
132
Creative Financial Designs
Kokomo,
Indiana
| – | +$448 | +5 | New |
|
BLV Hedge Fund Activity: Q1 2017 in Review
119 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2017, worth a combined $1.14B — up 17% from $970M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BLV positions and 15 closed out — a net gain of 9 holders — while 41 added to existing stakes and 40 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $80M. The largest seller was US Bancorp, cutting an estimated $18.6M.
- 119 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2017, up from 111 in Q4 2016.
- Funds reported $1.14B of Vanguard Long-Term Bond ETF stock for Q1 2017, up 17% quarter-over-quarter.
- 24 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2017 and 15 closed out, a net change of +9 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q1 2017 was MML Investors Services, an estimated $80M added.
- The largest Vanguard Long-Term Bond ETF seller in Q1 2017 was US Bancorp, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2017.