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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
HCM
351
Horrell Capital Management
Arkansas
$196K
SA
352
SRH Advisors
Kansas
$196K
BRWM
353
B. Riley Wealth Management
Tennessee
$189K +$137K +1,708 +262%
AllianceBernstein
354
AllianceBernstein
Tennessee
$185K +$9.31K +116 +5%
MWAN
355
Mariner Wealth Advisors (NYC)
Kansas
$184K +$183K +2,283 New
CAL
356
Capital Advisors Ltd
Ohio
$167K +$241 +3 +0.1%
IPC
357
Independent Portfolio Consultants
Florida
$163K -$28.9K -360 -15%
AF
358
Allworth Financial
California
$161K +$160K +1,995 New
EWM
359
Evercore Wealth Management
New York
$158K +$157K +1,961 New
EAMA
360
EFG Asset Management (Americas)
Florida
$147K -$1.46M -18,136 -91%
TCM
361
TD Capital Management
Tennessee
$145K +$321 +4 +0.2%
TFO
362
Tarbox Family Office
California
$141K +$140K +1,750 New
KT
363
Kanaly Trust
Texas
$140K
WCM
364
Wealthcare Capital Management
Virginia
$130K +$130K +1,614 New
HI
365
Hudock Inc
Pennsylvania
$123K +$30K +374 +33%
BCI
366
Brinker Capital Investments
Pennsylvania
$117K
CPIG
367
Chicago Partners Investment Group
Illinois
$116K +$883 +11 +0.8%
AA
368
AlphaMark Advisors
Kentucky
$113K
FFC
369
First Financial Corp
Indiana
$113K
ARMC
370
American Research & Management Company
Massachusetts
$105K +$24.1K +300 +30%
PFSC
371
Peoples Financial Services Corp
Pennsylvania
$101K
BBHC
372
Brown Brothers Harriman & Co
New York
$97K
Toronto Dominion Bank
373
Toronto Dominion Bank
Ontario, Canada
$91K
SEI Investments
374
SEI Investments
Pennsylvania
$85K +$35.6K +444 +72%
BAM
375
Bruderman Asset Management
New York
$85K +$84.3K +1,050 New

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.