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Vanguard Short-Term Bond ETF

491 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $10.4B → $11.6B (+$1.21B)

4% more funds holding

Funds holding: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 175

0.55% more ownership

Funds ownership: 61.7%62.25% (+0.55%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
326
Westover Capital Advisors
Delaware
$491K
SS
327
Simplicity Solutions
Minnesota
$471K -$364K -4,547 -44%
HPWM
328
Highland Private Wealth Management
Washington
$467K
Invesco
329
Invesco
Georgia
$464K -$21.7K -271 -4%
ECAM
330
East Coast Asset Management
Massachusetts
$461K -$119K -1,483 -21%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$460K +$15.3K +191 +3%
LC
332
Lourd Capital
California
$452K
UAS
333
United Asset Strategies
New York
$442K -$24.9K -310 -5%
ST
334
Spinnaker Trust
Maine
$441K
ACM
335
Arlington Capital Management
Illinois
$439K +$436K +5,440 New
CIC
336
Carnegie Investment Counsel
Ohio
$428K +$426K +5,310 New
GP
337
Girard Partners
Pennsylvania
$405K -$36.1K -450 -8%
Franklin Resources
338
Franklin Resources
California
$403K
CC
339
Courier Capital
New York
$402K
DAS
340
Dynamic Advisor Solutions
Arizona
$401K +$118K +1,470 +42%
SHA
341
Smith Hayes Advisers
Nebraska
$397K +$150K +1,868 +61%
CL
342
Choreo LLC
Illinois
$388K +$386K +4,813 New
NFG
343
Nadler Financial Group
Illinois
$386K +$6.65K +83 +2%
Chevy Chase Trust
344
Chevy Chase Trust
Maryland
$382K -$10K -125 -3%
AC
345
Addison Capital
Pennsylvania
$380K +$10.3K +129 +3%
FPFS
346
First Personal Financial Services
North Carolina
$377K -$1.44K -18 -0.4%
EWM
347
Evermay Wealth Management
Virginia
$374K +$77.8K +970 +26%
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$372K
NIM
349
Northeast Investment Management
Massachusetts
$371K
IFB
350
iAB Financial Bank
Indiana
$369K +$17.6K +220 +5%

BSV Hedge Fund Activity: Q1 2016 in Review

491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2016, worth a combined $11.6B — up 12% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BSV positions and 30 closed out — a net gain of 26 holders — while 190 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $138M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18M.

  • 491 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2016, up from 471 in Q4 2015.
  • Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2016 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2016 was TD Ameritrade Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2016.