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Vanguard Short-Term Bond ETF

362 hedge funds and large institutions have $8.57B invested in Vanguard Short-Term Bond ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 158 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 118

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

3% more funds holding

Funds holding: 350362 (+12)

2.7% more ownership

Funds ownership: 57.76%60.46% (+2.7%)

2% more capital invested

Capital invested by funds: $8.37B → $8.57B (+$196M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $400K

Holders
362
Holders Change
+12
Holders Change %
+3.43%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
1.42%
New
30
Increased
158
Reduced
118
Closed
16
Calls
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
326
First Financial Corp
Indiana
$112K +$112K +1,400 New
FWM
327
Focused Wealth Management
New York
$111K
PFSC
328
Peoples Financial Services Corp
Pennsylvania
$100K
TCOV
329
Trust Company of Vermont
Vermont
$100K
M
330
MOTCO
Texas
$98K +$74.1K +925 +316%
BBHC
331
Brown Brothers Harriman & Co
New York
$96K
OIA
332
Optimum Investment Advisors
Illinois
$93K
HI
333
Hudock Inc
Pennsylvania
$92K +$10K +125 +12%
GGPS
334
Gary Goldberg Planning Services
New York
$84K
PSC
335
Prentiss Smith & Co
Vermont
$80K
ST
336
Smithfield Trust
Pennsylvania
$61K
GI
337
Gradient Investments
Minnesota
$60K +$60.1K +750 New
SF
338
Synovus Financial
Georgia
$49K -$16.4K -204 -25%
BRWM
339
B. Riley Wealth Management
Tennessee
$44K
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
AP
341
Atwood & Palmer
Missouri
$42K
BCM
342
Blume Capital Management
California
$39K
EAMA
343
EFG Asset Management (Americas)
Florida
$30K +$28.6K +357 New
FBT
344
Founders Bank & Trust
Michigan
$27K
MAS
345
Madden Advisory Services
Florida
$25K
SSB
346
Sandy Spring Bank
Maryland
$25K
AllianceBernstein
347
AllianceBernstein
Tennessee
$25K +$24.8K +310 New
DBT
348
Dubuque Bank & Trust
Iowa
$23K +$802 +10 +4%
SNT
349
Security National Trust
West Virginia
$20K
LIA
350
LS Investment Advisors
Michigan
$18K -$198K -2,475 -92%

BSV Hedge Fund Activity: Q3 2014 in Review

362 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2014, worth a combined $8.57B — up 2.3% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BSV positions and 16 closed out — a net gain of 14 holders — while 158 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $165M. The largest seller was Bank of America, cutting an estimated $257M.

  • 362 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2014, up from 350 in Q2 2014.
  • Funds reported $8.57B of Vanguard Short-Term Bond ETF stock for Q3 2014, up 2.3% quarter-over-quarter.
  • 30 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2014 and 16 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $165M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2014 was Bank of America, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2014.