Vanguard Short-Term Bond ETF
507 hedge funds and large institutions have $10.7B invested in Vanguard Short-Term Bond ETF in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 232 increasing their positions, 151 reducing their positions, and 36 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 151
42% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 36
2% more funds holding
Funds holding: 496 → 507 (+11)
3% less capital invested
Capital invested by funds: $11B → $10.7B (-$373M)
2% less funds holding in top 10
Funds holding in top 10: 64 → 63 (-1)
3.01% less ownership
Funds ownership: 59.49% → 56.48% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$76.7M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$66.2M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$53.2M |
| 4 |
AP
Agilis Partners
Waltham,
Massachusetts
|
+$38.8M |
| 5 |
JP Morgan Chase
New York
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$387M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$142M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$125M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$27.9M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$27.4M |
BSV Hedge Fund Activity: Q3 2016 in Review
507 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2016, worth a combined $10.7B — down 3.4% from $11B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new BSV positions and 36 closed out — a net gain of 15 holders — while 232 added to existing stakes and 151 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $76.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $387M.
- 507 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2016, up from 496 in Q2 2016.
- Funds reported $10.7B of Vanguard Short-Term Bond ETF stock for Q3 2016, down 3.4% quarter-over-quarter.
- 51 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2016 and 36 closed out, a net change of +15 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $76.7M added.
- The largest Vanguard Short-Term Bond ETF seller in Q3 2016 was Beacon Capital Management Inc (Ohio), an estimated $387M sold.
Based on aggregated 13F filings for Q3 2016.