Vanguard Short-Term Bond ETF
339 hedge funds and large institutions have $7.67B invested in Vanguard Short-Term Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 22 closing their positions.
191% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 22
49% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 94
15% more funds holding in top 10
Funds holding in top 10: 39 → 45 (+6)
13% more funds holding
Funds holding: 301 → 339 (+38)
5% more capital invested
Capital invested by funds: $7.3B → $7.67B (+$372M)
0.65% more ownership
Funds ownership: 55.98% → 56.63% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$52.1M |
| 2 |
Morgan Stanley
New York
|
+$51.2M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$40.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$38.3M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$48.5M |
| 2 |
EFM
Equinox Fund Management
Denver,
Colorado
|
-$27.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.6M |
| 5 |
LPL Financial
San Diego,
California
|
-$17.6M |
BSV Hedge Fund Activity: Q4 2013 in Review
339 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2013, worth a combined $7.67B — up 5.1% from $7.3B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new BSV positions and 22 closed out — a net gain of 42 holders — while 140 added to existing stakes and 94 trimmed.
The largest buyer was Bank of America, adding an estimated $52.1M. The largest seller was Windham Capital Management, cutting an estimated $48.5M.
- 339 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2013, up from 301 in Q3 2013.
- Funds reported $7.67B of Vanguard Short-Term Bond ETF stock for Q4 2013, up 5.1% quarter-over-quarter.
- 64 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2013 and 22 closed out, a net change of +42 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2013 was Bank of America, an estimated $52.1M added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2013 was Windham Capital Management, an estimated $48.5M sold.
Based on aggregated 13F filings for Q4 2013.