Vanguard Long-Term Bond ETF
BLV
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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.8M |
| 2 |
Jane Street
New York
|
+$17M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$9.94M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.86M |
| 5 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$7.02M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$5.09M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.97M |
| 4 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$2.6M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$2.16M |
BLV Hedge Fund Activity: Q1 2015 in Review
82 of the 3,770 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.