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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
WAS
401
Winch Advisory Services
Wisconsin
$13K +$13.2K +164 New
WTB
402
Washington Trust Bank
Washington
$11K
SF
403
Synovus Financial
Georgia
$10K
OSNBOA
404
Old Second National Bank of Aurora
Illinois
$9K
Northern Trust
405
Northern Trust
Illinois
$8K -$667K -8,313 -43%
AIP
406
Ameritas Investment Partners
Nebraska
$7K -$6.42K -80 -47%
MSFP
407
Mark Sheptoff Financial Planning
Connecticut
$7K
TSW
408
Thompson Siegel & Walmsley
Virginia
$5K
CWM
409
Catamount Wealth Management
Connecticut
$4K +$3.93K +49 New
GI
410
Gradient Investments
Minnesota
$3K
KCM
411
Karp Capital Management
California
$3K
LWA
412
Lenox Wealth Advisors
New York
$3K +$3.05K +38 New
CIM
413
Cambria Investment Management
California
$1.3K -$2.32M -28,922 -64%
BWA
414
Burt Wealth Advisors
Maryland
$1K
JIC
415
Joel Isaacson & Co
New York
$1K +$722 +9 New
VC
416
Vicus Capital
Pennsylvania
$822 +$83.3K +1,038 +11%
FNBOO
417
First National Bank of Omaha
Nebraska
$203 +$203K +2,527 New
EPP
418
ETF Portfolio Partners
Kansas
-$17.6M -219,593 Closed
BSWM
419
Boston Standard Wealth Management
Massachusetts
-$6.01M -74,687 Closed
TC
420
Toews Corporation
New Jersey
-$5.72M -71,600 Closed
AT
421
Arden Trust
Delaware
-$5.3M -66,256 Closed
Deutsche Bank
422
Deutsche Bank
Germany
-$4.07M -50,887 Closed
RCM
423
Rotella Capital Management
Washington
-$2.88M -36,000 Closed
SCA
424
Strategic Capital Alternatives
United States
-$1.7M -21,251 Closed
ACM
425
Argentus Capital Management
Texas
-$1.18M -14,714 Closed

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.