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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
UB
426
UMB Bank
Missouri
-$1.16M -14,563 Closed
HP
427
HT Partners
Connecticut
-$1.11M -13,936 Closed
RT
428
Reliance Trust
Georgia
-$773K -9,669 Closed
FIM
429
Freedom Investment Management
Connecticut
-$753K -9,418 Closed
HCMT
430
Highland Capital Management (Tennessee)
Tennessee
-$736K -9,211 Closed
EC
431
Estate Counselors
Wisconsin
-$676K -8,450 Closed
CL
432
Croft-Leominster
Maryland
-$461K -5,767 Closed
AFG
433
Albion Financial Group
Utah
-$419K -5,240 Closed
PAMG
434
Patton Albertson Miller Group
Tennessee
-$359K -4,489 Closed
Mariner
435
Mariner
Kansas
-$318K -3,982 Closed
VDI
436
Vaughan David Investments
Illinois
-$307K -3,837 Closed
FIB
437
First Interstate Bank
Montana
-$284K -3,551 Closed
WGCA
438
Wolf Group Capital Advisors
Virginia
-$253K -3,170 Closed
RC
439
Reik & Co
New York
-$250K -3,125 Closed
SCM
440
Shelton Capital Management
Colorado
-$250K -3,124 Closed
SCM
441
Saba Capital Management
New York
-$249K -3,114 Closed
CCMG
442
Clark Capital Management Group
Pennsylvania
-$204K -2,550 Closed
Rafferty Asset Management
443
Rafferty Asset Management
New York
-$203K -2,539 Closed
CGT
444
Capital Guardian Trust
California
-$96K -1,200 Closed
AP
445
Atwood & Palmer
Missouri
-$43K -530 Closed
RMAM
446
Raab & Moskowitz Asset Management
New Jersey
-$30K -380 Closed
MAS
447
Madden Advisory Services
Florida
-$24K -306 Closed
CTC
448
Central Trust Company
Missouri
-$10K -125 Closed
MIM
449
Macroview Investment Management
Maryland
-$10K -125 Closed
BAM
450
Brave Asset Management
New Jersey
-$8K -94 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.