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Vanguard Short-Term Bond ETF

348 hedge funds and large institutions have $7.75B invested in Vanguard Short-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 118

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3% more funds holding

Funds holding: 339348 (+9)

1% more capital invested

Capital invested by funds: $7.67B → $7.75B (+$74.2M)

0.56% less ownership

Funds ownership: 56.63%56.08% (-0.56%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.05%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.41%
New
32
Increased
146
Reduced
118
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
26
Madison Investment Holdings
Wisconsin
$36.8M -$14.6M -181,647 -28%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$36M -$7.18M -89,535 -17%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$34.9M -$7.94M -99,012 -19%
IH
29
IFC Holdings
Florida
$33.4M +$1.92M +23,933 +6%
Goldman Sachs
30
Goldman Sachs
New York
$32.5M +$10.3M +128,263 +46%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$32.1M +$21.3M +265,105 +195%
VWM
32
Vector Wealth Management
Minnesota
$31.5M -$22.9K -286 -0.1%
Barclays
33
Barclays
United Kingdom
$29.3M -$2.4M -29,908 -8%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$29M +$2.18M +27,185 +8%
BPBT
35
Boston Private Bank & Trust
Massachusetts
$27.5M -$1.63M -20,289 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$27.2M +$367K +4,582 +1%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$26.8M +$11.8M +147,250 +78%
AT
38
Arden Trust
Delaware
$26.8M -$680K -8,480 -2%
ECM
39
ETrade Capital Management
Virginia
$25.7M -$636K -7,930 -2%
BTS
40
BB&T Securities
Virginia
$25.6M -$5.46M -68,127 -68%
NPC
41
National Planning Corporation
California
$25.2M +$4.25M +53,053 +20%
ZTNA
42
Zions Trust National Association
Utah
$24.7M -$668K -8,328 -3%
1IC
43
1919 Investment Counsel
Maryland
$24.6M +$152K +1,897 +0.6%
TH
44
TCTC Holdings
Texas
$22.9M -$747K -9,315 -3%
AC
45
AFAM Capital
Texas
$22M -$1.62M -20,218 -7%
BCMIO
46
Beacon Capital Management Inc (Ohio)
Ohio
$21.5M +$2.69M +33,550 +14%
RJA
47
Raymond James & Associates
Florida
$21.4M -$224K -2,794 -1%
JP Morgan Chase
48
JP Morgan Chase
New York
$20.2M +$9.3M +115,955 +85%
SC
49
SouthState Corp
Florida
$20M -$654K -8,162 -3%
Creative Planning
50
Creative Planning
Kansas
$19.5M +$1.8M +22,403 +10%

BSV Hedge Fund Activity: Q1 2014 in Review

348 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2014, worth a combined $7.75B — up 0.97% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSV positions and 22 closed out — a net gain of 10 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $68.9M. The largest seller was Envestnet Asset Management, cutting an estimated $45.4M.

  • 348 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2014, up from 339 in Q4 2013.
  • Funds reported $7.75B of Vanguard Short-Term Bond ETF stock for Q1 2014, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2014 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2014 was Envestnet Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2014.