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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
FWM
376
Focused Wealth Management
New York
$83K -$14.4K -179 -15%
PSC
377
Prentiss Smith & Co
Vermont
$81K
TCOV
378
Trust Company of Vermont
Vermont
$76K -$24.1K -300 -24%
EFSCE
379
Enterprise Financial Services Corp (EFSC)
Missouri
$76K -$15.1K -188 -17%
First Manhattan
380
First Manhattan
New York
$74K +$16.1K +200 +28%
PCM
381
Parsons Capital Management
Rhode Island
$57K +$57K +710 New
SC
382
Searle & Co
Connecticut
$52K
WA
383
WFG Advisors
Texas
$51K -$352K -4,380 -87%
BC
384
Bartlett & Co
Ohio
$45K -$375K -4,670 -89%
OIA
385
Optimum Investment Advisors
Illinois
$45K -$48.2K -600 -52%
ST
386
Smithfield Trust
Pennsylvania
$40K
CAPTRUST Financial Advisors
387
CAPTRUST Financial Advisors
North Carolina
$39.3K -$33.6K -418 -46%
BCM
388
Blume Capital Management
California
$39K
SSB
389
Sandy Spring Bank
Maryland
$25K
M
390
MOTCO
Texas
$24K
DBT
391
Dubuque Bank & Trust
Iowa
$23K
VIA
392
Vantage Investment Advisors
Pennsylvania
$22K +$11.2K +139 +100%
SNT
393
Security National Trust
West Virginia
$21K
KTC
394
Kistler-Tiffany Companies
Pennsylvania
$21K +$21.3K +265 New
WTC
395
WhitTier Trust Company
Nevada
$19K
LIA
396
LS Investment Advisors
Michigan
$18K -$29.9K -372 -63%
NPF
397
Norris Perne & French
Michigan
$18K +$18.3K +228 New
AIM
398
Advantage Investment Management
Iowa
$16K -$8.03K -100 -33%
CA
399
CapWealth Advisors
Tennessee
$16K +$16.1K +200 New
KA
400
Klingman & Associates
New York
$15K

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.