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.
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: 471 → 491 (+20)
2% more funds holding in top 10
Funds holding in top 10: 66 → 67 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$138M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$92.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$63.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$52.6M |
| 5 |
Morgan Stanley
New York
|
+$47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$18M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
-$14M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$13.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.17M |
| 5 |
SIG
Stanford Investment Group
Mountain View,
California
|
-$4.97M |
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.