Vanguard Long-Term Bond ETF
146 hedge funds and large institutions have $1.41B invested in Vanguard Long-Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 10 closing their positions.
270% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 10
125% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 28
23% more funds holding
Funds holding: 119 → 146 (+27)
10% more capital invested
Capital invested by funds: $1.28B → $1.41B (+$123M)
1.23% more ownership
Funds ownership: 57.49% → 58.72% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$26.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.6M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$15.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.89M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$13.6M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$10.1M |
| 3 |
QI
QS Investors
New York
|
-$4.57M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$3.72M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$3.57M |
BLV Hedge Fund Activity: Q4 2017 in Review
146 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2017, worth a combined $1.41B — up 9.6% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BLV positions and 10 closed out — a net gain of 27 holders — while 63 added to existing stakes and 28 trimmed.
The largest buyer was LPL Financial, adding an estimated $26.7M. The largest seller was Investment Centers of America, exiting entirely with an estimated $13.6M sold.
- 146 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2017, up from 119 in Q3 2017.
- Funds reported $1.41B of Vanguard Long-Term Bond ETF stock for Q4 2017, up 9.6% quarter-over-quarter.
- 37 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2017 and 10 closed out, a net change of +27 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q4 2017 was LPL Financial, an estimated $26.7M added.
- The largest Vanguard Long-Term Bond ETF seller in Q4 2017 was Investment Centers of America, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2017.