Vanguard Long-Term Bond ETF
92 hedge funds and large institutions have $1.1B invested in Vanguard Long-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
95% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 20
16% more funds holding
Funds holding: 79 → 92 (+13)
5.81% less ownership
Funds ownership: 71.05% → 65.23% (-5.8%)
8% less capital invested
Capital invested by funds: $1.21B → $1.1B (-$101M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$6.02M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$4.33M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$95.8M |
| 2 |
QI
QS Investors
New York
|
-$20.3M |
| 3 |
State Street
Boston,
Massachusetts
|
-$18M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$12.1M |
| 5 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$6.36M |
BLV Hedge Fund Activity: Q4 2015 in Review
92 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2015, worth a combined $1.1B — down 8.4% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BLV positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $35.1M. The largest seller was WBI Investments, exiting entirely with an estimated $95.8M sold.
- 92 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2015, up from 79 in Q3 2015.
- Funds reported $1.1B of Vanguard Long-Term Bond ETF stock for Q4 2015, down 8.4% quarter-over-quarter.
- 23 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2015 and 9 closed out, a net change of +14 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $35.1M added.
- The largest Vanguard Long-Term Bond ETF seller in Q4 2015 was WBI Investments, an estimated $95.8M sold.
Based on aggregated 13F filings for Q4 2015.