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Vanguard Short-Term Bond ETF

415 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $8.34B → $9.4B (+$1.06B)

2.5% more ownership

Funds ownership: 57.74%60.23% (+2.5%)

2% more funds holding

Funds holding: 405415 (+10)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.06%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.41%
New
51
Increased
174
Reduced
138
Closed
34
Calls
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
301
Signature Estate & Investment Advisors
California
$355K +$218K +2,715 +160%
BIM
302
Baldwin Investment Management
Pennsylvania
$354K
HCM
303
Hollencrest Capital Management
California
$349K -$32.9K -410 -9%
NFG
304
Nadler Financial Group
Illinois
$347K +$66.5K +828 +24%
ADBIC
305
A.D. Beadell Investment Counsel
Wisconsin
$346K +$16.1K +200 +5%
BWFA
306
Baltimore-Washington Financial Advisors
Maryland
$336K +$51.8K +645 +18%
HCA
307
Harbour Capital Advisors
Virginia
$335K -$14.8K -185 -4%
BOS
308
Bingham Osborn & Scarborough
California
$335K +$24.1K +300 +8%
JGUA
309
John G. Ullman & Associates
New York
$335K +$56.2K +700 +20%
GIP
310
Greatmark Investment Partners
Georgia
$326K -$59.8K -745 -16%
GC
311
Garde Capital
Washington
$324K -$16.5K -205 -5%
GE
312
General Electric
Ohio
$322K
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320K -$306M -3,809,840 -49%
ALA
314
Atherton Lane Advisers
California
$320K +$319K +3,971 New
AI
315
Atria Investments
North Carolina
$317K -$556K -6,924 -64%
HI
316
Horizon Investments
North Carolina
$317K +$79.3K +988 +34%
FFS
317
Founders Financial Securities
Maryland
$317K +$79.5K +991 +34%
CAM
318
Cubic Asset Management
Massachusetts
$316K +$315K +3,925 New
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$301K +$20.9K +260 +7%
WRTC
320
Wind River Trust Company
Wyoming
$299K +$482 +6 +0.2%
LG
321
LaFleur & Godfrey
Michigan
$298K -$2.01K -25 -0.7%
TWA
322
TCI Wealth Advisors
Arizona
$293K -$75K -935 -20%
TNBTD
323
Trustmark National Bank Trust Department
Mississippi
$291K -$32.1K -400 -10%
DC
324
Deschaine & Company
Illinois
$290K -$161K -2,000 -36%
APCM
325
Alaska Permanent Capital Management
Alaska
$287K -$4.24M -52,802 -94%

BSV Hedge Fund Activity: Q1 2015 in Review

415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2015, worth a combined $9.4B — up 13% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSV positions and 34 closed out — a net gain of 17 holders — while 174 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $324M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $306M.

  • 415 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2015, up from 405 in Q4 2014.
  • Funds reported $9.4B of Vanguard Short-Term Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2015 and 34 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $324M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $306M sold.

Based on aggregated 13F filings for Q1 2015.