We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

350 hedge funds and large institutions have $8.37B invested in Vanguard Short-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

8% more capital invested

Capital invested by funds: $7.75B → $8.37B (+$623M)

1.68% more ownership

Funds ownership: 56.08%57.76% (+1.7%)

1% more funds holding

Funds holding: 348350 (+2)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
10.06%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.32%
New
26
Increased
141
Reduced
123
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
26
Dorsey Wright & Associates
California
$37.4M -$241K -3,000 -0.6%
CCM
27
Carlson Capital Management
Minnesota
$37.3M +$327K +4,073 +0.9%
IH
28
IFC Holdings
Florida
$36.9M +$3.35M +41,742 +10%
RW
29
Rand Wealth
Maryland
$35.6M +$35.6M +443,313 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$33.8M -$1.22M -15,156 -3%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$33.1M +$6.16M +76,845 +23%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$29.9M +$2.64M +32,905 +10%
Barclays
33
Barclays
United Kingdom
$29.8M +$494K +6,161 +2%
BTS
34
BB&T Securities
Virginia
$27.9M +$222K +2,767 +9%
VWM
35
Vector Wealth Management
Minnesota
$27.6M -$3.98M -49,569 -13%
BCMIO
36
Beacon Capital Management Inc (Ohio)
Ohio
$27.1M +$5.58M +69,599 +26%
NPC
37
National Planning Corporation
California
$27.1M +$1.74M +21,633 +7%
BPBT
38
Boston Private Bank & Trust
Massachusetts
$26.5M -$1.08M -13,410 -4%
1IC
39
1919 Investment Counsel
Maryland
$25.8M +$1.12M +13,940 +5%
ECM
40
ETrade Capital Management
Virginia
$25.7M -$89.4K -1,115 -0.3%
ZTNA
41
Zions Trust National Association
Utah
$24.5M -$309K -3,852 -1%
AC
42
AFAM Capital
Texas
$23.6M +$1.52M +19,004 +7%
JP Morgan Chase
43
JP Morgan Chase
New York
$20.7M +$404K +5,033 +2%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$20.1M +$1.29M +16,077 +7%
Creative Planning
45
Creative Planning
Kansas
$20.1M +$542K +6,759 +3%
SI
46
SII Investments
Wisconsin
$19.6M +$5.63M +70,164 +40%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$18.9M +$1.82M +22,639 +11%
SAS
48
Sage Advisory Services
Texas
$18M
PCA
49
Personal Capital Advisors
California
$17.4M +$4.43M +55,198 +34%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$17.4M -$11.7M -146,313 -40%

BSV Hedge Fund Activity: Q2 2014 in Review

350 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2014, worth a combined $8.37B — up 8% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSV positions and 21 closed out — a net gain of 5 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 350 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2014, up from 348 in Q1 2014.
  • Funds reported $8.37B of Vanguard Short-Term Bond ETF stock for Q2 2014, up 8% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2014 and 21 closed out, a net change of +5 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $217M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2014.