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.
328% more capital inflows, than outflows
Capital inflows: $219M | Capital outflows: $51.1M
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)
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 |
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$23M |
| 4 |
State Street
Boston,
Massachusetts
|
+$18.9M |
| 5 |
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 |
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$5.63M |
| 4 |
QS Investors
New York
|
-$4.23M |
| 5 |
Stadion Money Management
Watkinsville,
Georgia
|
-$1.5M |
BLV Hedge Fund Activity: Q1 2017 in Review
119 of the 4,035 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.