Vanguard Long-Term Bond ETF
214 hedge funds and large institutions have $2.71B invested in Vanguard Long-Term Bond ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 27 closing their positions.
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
1% more funds holding
Funds holding: 211 → 214 (+3)
0% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 74
6% less capital invested
Capital invested by funds: $2.89B → $2.71B (-$175M)
9.88% less ownership
Funds ownership: 68.17% → 58.3% (-9.9%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$280M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$84.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$28.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.7M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$431M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$156M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$109M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$76.2M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$29.7M |
BLV Hedge Fund Activity: Q1 2020 in Review
214 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2020, worth a combined $2.71B — down 6.1% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BLV positions and 27 closed out — a net gain of 8 holders — while 74 added to existing stakes and 74 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $280M. The largest seller was M&T Bank, cutting an estimated $431M.
- 214 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2020, up from 211 in Q4 2019.
- Funds reported $2.71B of Vanguard Long-Term Bond ETF stock for Q1 2020, down 6.1% quarter-over-quarter.
- 35 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2020 and 27 closed out, a net change of +8 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q1 2020 was Morgan Stanley, an estimated $280M added.
- The largest Vanguard Long-Term Bond ETF seller in Q1 2020 was M&T Bank, an estimated $431M sold.
Based on aggregated 13F filings for Q1 2020.