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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
WTC
351
WhitTier Trust Company
Nevada
$18K
Northern Trust
352
Northern Trust
Illinois
$17K -$54.8K -684 -3%
MIM
353
Macroview Investment Management
Maryland
$16K -$6.01K -75 -27%
CA
354
CapWealth Advisors
Tennessee
$16K
JFA
355
JNBA Financial Advisors
Minnesota
$14K
VIA
356
Vantage Investment Advisors
Pennsylvania
$11K -$89.8K -1,120 -89%
First Manhattan
357
First Manhattan
New York
$10K
OCM
358
One Capital Management
California
$9K +$8.98K +112 New
BAM
359
Brave Asset Management
New Jersey
$8K
WTB
360
Washington Trust Bank
Washington
$8K +$8.02K +100 New
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$7K
TSW
362
Thompson Siegel & Walmsley
Virginia
$5K
TJHA
363
Thomas J. Herzfeld Advisors
Florida
$4K
W
364
Wealthfront
California
$4K +$3.53K +44 New
BIT
365
BlackRock Institutional Trust
California
-$13.3M -165,662 Closed
SCM
366
Saba Capital Management
New York
-$9.43M -117,390 Closed
Susquehanna International Group
367
Susquehanna International Group
Pennsylvania
-$9.2M -114,831 Closed
FAAM
368
First Allied Asset Management
California
-$6.78M -83,919 Closed
VKH
369
Virtu KCG Holdings
New York
-$6.62M -82,407 Closed
PL
370
Plancorp LLC
Missouri
-$3.24M -40,320 Closed
BIM
371
BlackRock Investment Management
Delaware
-$1.72M -21,456 Closed
V
372
Veritable
Delaware
-$445K -5,536 Closed
BCM
373
Bluefin Capital Management
New York
-$400K -4,661 Closed
ALA
374
Atherton Lane Advisers
California
-$320K -3,985 Closed
Two Sigma Investments
375
Two Sigma Investments
New York
-$304K -3,782 Closed

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.