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.
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: 46 → 49 (+3)
3% more funds holding
Funds holding: 350 → 362 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$165M |
| 2 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$122M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$116M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$57M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$48.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$257M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$13.3M |
| 3 |
SCM
Saba Capital Management
New York
|
-$9.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.2M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$8.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
376
Glovista Investments
Jersey City,
New Jersey
| – | -$281K | -3,500 | Closed |
|
|
I
377
IberiaBank
Lafayette,
Louisiana
| – | -$242K | -3,017 | Closed |
|
|
PIM
378
Provident Investment Management
Novi,
Michigan
| – | -$217K | -2,700 | Closed |
|
|
PWM
379
Perigon Wealth Management
San Francisco,
California
| – | -$208K | -2,586 | Closed |
|
|
ACM
380
Antonetti Capital Management
Naples,
Florida
| – | -$102K | -1,275 | Closed |
|
381
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$90.6K | +1,130 | New |
|
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.