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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
TGI
351
Tradewinds Global Investors
California
$363K +$362K +4,513 New
WS
352
Wedbush Securities
California
$359K -$7.62K -95 -2%
HA
353
Harfst & Associates
Wyoming
$357K -$250K -3,120 -41%
BIM
354
Baldwin Investment Management
Pennsylvania
$355K
BEAM
355
Baker Ellis Asset Management
Washington
$355K +$136K +1,700 +63%
ADBIC
356
A.D. Beadell Investment Counsel
Wisconsin
$346K
FA
357
Fagan Associates
New York
$345K +$40.2K +501 +13%
JSA
358
Jacobson & Schmitt Advisors
Wisconsin
$342K +$340K +4,247 New
TD Asset Management
359
TD Asset Management
Ontario, Canada
$338K -$35.3K -440 -9%
GWM
360
Gupta Wealth Management
California
$337K -$49.6K -619 -13%
ICAS
361
Investors Capital Advisory Services
Massachusetts
$337K +$20.5K +256 +7%
PAG
362
Pinnacle Advisory Group
Maryland
$337K +$335K +4,180 New
JIC
363
Johnson Investment Counsel
Ohio
$333K -$80.2K -1,000 -19%
HCA
364
Harbour Capital Advisors
Virginia
$328K -$8.02K -100 -2%
GE
365
General Electric
Ohio
$323K
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
$320K +$42.1K +525 +15%
EC
367
Estate Counselors
Wisconsin
$316K +$314K +3,920 New
NIC
368
Northwest Investment Counselors
Oregon
$314K -$212K -2,647 -40%
TWA
369
TCI Wealth Advisors
Arizona
$311K +$160 +2 +0.1%
HCM
370
HM Capital Management
Missouri
$306K +$20K +250 +7%
SEIA
371
Signature Estate & Investment Advisors
California
$305K -$8.5K -106 -3%
Allianz Asset Management
372
Allianz Asset Management
Germany
$303K
JFGIW
373
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$303K
OLA
374
Oliver Luxxe Assets
New Jersey
$296K -$52.9K -660 -15%
HCM
375
Hollencrest Capital Management
California
$291K -$9.62K -120 -3%

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.