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Vanguard Short-Term Bond ETF
BSV

993 hedge funds and large institutions have $18.7B invested in Vanguard Short-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 452 increasing their positions, 251 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 50

80% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 251

15% more funds holding in top 10

Funds holding in top 10: 109 → 125 (+16)

13% more capital invested

Capital invested by funds: $16.5B → $18.7B (+$2.14B)

11% more funds holding

Funds holding: 892 → 993 (+101)

2.98% more ownership

Funds ownership: 60.78% → 63.76% (+3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
993
Holders Change
+101
Holders Change %
+11.32%
% of All Funds
17.57%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
2.21%
New
170
Increased
452
Reduced
251
Closed
50
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$240K

Top Buyers

Rank Fund Capital Flow
1
MIM
MetLife Investment Management
New Jersey
+$395M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$168M
3
Morgan Stanley
Morgan Stanley
New York
+$148M
4
VFP
Verus Financial Partners
Virginia
+$78.9M
5
AF
Allworth Financial
California
+$76.8M

Top Sellers

Rank Fund Capital Flow
1
TC
Toews Corporation
New Jersey
-$193M
2
ETC
Exchange Traded Concepts
Oklahoma
-$87.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$52.8M
4
CCFM
Clear Creek Financial Management
Washington
-$45.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
376
Windham Capital Management
Massachusetts
$2.99M -$213K -2,575 -7%
CCM
377
Coe Capital Management
Illinois
$2.98M -$1.66K -20 -0.1%
MIM
378
Moseley Investment Management
Florida
$2.96M +$1.76M +21,244 +147%
RWP
379
RWA Wealth Partners
Massachusetts
$2.96M -$261K -3,146 -8%
RW
380
REDW Wealth
New Mexico
$2.95M +$13.4K +162 +0.5%
WS
381
Wedbush Securities
California
$2.95M +$22.6K +273 +0.8%
TNBTD
382
Trustmark National Bank Trust Department
Mississippi
$2.92M -$158K -1,910 -5%
SFMG
383
Sage Financial Management Group
Virginia
$2.92M +$2.92M +35,237 New
CC
384
Callan Capital
California
$2.91M -$12.1K -146 -0.4%
LFF
385
Level Four Financial
Texas
$2.91M +$2.9M +35,062 New
Lazard Asset Management
386
Lazard Asset Management
New York
$2.91M – – –
SIA
387
SeaBridge Investment Advisors
New Jersey
$2.89M -$57.2K -690 -2%
AWS
388
AJ Wealth Strategies
New York
$2.84M -$760K -9,171 -21%
Koshinski Asset Management
389
Koshinski Asset Management
Illinois
$2.82M +$489K +5,898 +21%
BW
390
Bison Wealth
Georgia
$2.8M +$2.07K +25 +0.1%
SCA
391
STALEY CAPITAL ADVISERS
Pennsylvania
$2.73M -$166K -2,000 -6%
UFA
392
US Financial Advisors
Massachusetts
$2.73M +$2.73M +32,904 New
ACM
393
Armbruster Capital Management
New York
$2.65M +$2.06M +24,869 +348%
BBA
394
BLB&B Advisors
Pennsylvania
$2.65M +$1.42M +17,175 +116%
CS
395
Capital Square
Tennessee
$2.65M +$2.65M +32,014 New
NFG
396
Nations Financial Group
Iowa
$2.65M +$127K +1,530 +5%
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$2.65M +$589K +7,109 +29%
MIAN
398
Mariner Independent Advisor Network
Kansas
$2.63M +$13.9K +168 +0.5%
OLA
399
Oliver Luxxe Assets
New Jersey
$2.62M +$101K +1,222 +4%
HF
400
HRT Financial
New York
$2.61M +$2.61M +31,456 New
14 15
16
17 18

BSV Hedge Fund Activity: Q4 2020 in Review

993 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2020, worth a combined $18.7B — up 13% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new BSV positions and 50 closed out — a net gain of 120 holders — while 452 added to existing stakes and 251 trimmed.

The largest buyer was MetLife Investment Management, opening a new position worth an estimated $395M. The largest seller was Toews Corporation, exiting entirely with an estimated $193M sold.

  • 993 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2020, up from 892 in Q3 2020.
  • Funds reported $18.7B of Vanguard Short-Term Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 170 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2020 and 50 closed out, a net change of +120 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2020 was MetLife Investment Management, an estimated $395M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2020 was Toews Corporation, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2020.