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Vanguard Short-Term Bond ETF

433 hedge funds and large institutions have $9.89B invested in Vanguard Short-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

14% more funds holding in top 10

Funds holding in top 10: 4956 (+7)

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

4% more funds holding

Funds holding: 417433 (+16)

4% more capital invested

Capital invested by funds: $9.48B → $9.89B (+$407M)

0.02% more ownership

Funds ownership: 60.07%60.09% (+0.02%)

Holders
433
Holders Change
+16
Holders Change %
+3.84%
% of All Funds
12.09%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
1.56%
New
39
Increased
166
Reduced
148
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$43M +$9.46M +118,094 +28%
Citigroup
27
Citigroup
New York
$42.7M -$5.63M -70,292 -12%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$41.1M +$2.21M +27,592 +6%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$37.1M +$1.73M +21,570 +5%
CCM
30
Carlson Capital Management
Minnesota
$34.7M -$1.87M -23,345 -5%
NMIS
31
Northwestern Mutual Investment Services
Wisconsin
$33.3M +$2.62M +32,733 +9%
WCWM
32
Willow Creek Wealth Management
California
$33.1M +$1.07M +13,322 +3%
TI
33
Truepoint Inc
Ohio
$32M +$2.12M +26,448 +7%
PO
34
Private Ocean
California
$30.3M +$884K +11,028 +3%
AIA
35
Arrow Investment Advisors
Maryland
$29.1M -$1.23M -15,383 -4%
ECM
36
ETrade Capital Management
Virginia
$26.7M -$1.75M -21,861 -6%
SI
37
SII Investments
Wisconsin
$26.3M -$17.9K -223 -0.1%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$26M +$373K +4,651 +1%
RJA
39
Raymond James & Associates
Florida
$25.7M +$3.44M +42,974 +16%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$25.6M +$4.35M +54,264 +21%
SC
41
SouthState Corp
Florida
$25.6M +$2.92M +36,465 +13%
NA
42
Nottingham Advisors
New York
$25.1M +$19.8M +247,052 +383%
RW
43
Rand Wealth
Maryland
$24.7M -$14.6M -182,697 -37%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$23.2M +$501K +6,255 +2%
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$23M -$63.6K -794 -0.3%
HFS
46
HL Financial Services
Kentucky
$22.9M -$2.05M -25,538 -8%
TH
47
TCTC Holdings
Texas
$22.6M -$484K -6,040 -2%
ONB
48
Old National Bancorp
Indiana
$22.3M -$609K -7,594 -3%
BCI
49
Brinker Capital Investments
Pennsylvania
$22.2M +$22.1M +275,235 +18,943%
Barclays
50
Barclays
United Kingdom
$20.1M +$52.3K +652 +0.3%

BSV Hedge Fund Activity: Q3 2015 in Review

433 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2015, worth a combined $9.89B — up 4.3% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSV positions and 20 closed out — a net gain of 19 holders — while 166 added to existing stakes and 148 trimmed.

The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $657M sold.

  • 433 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2015, up from 417 in Q2 2015.
  • Funds reported $9.89B of Vanguard Short-Term Bond ETF stock for Q3 2015, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2015 and 20 closed out, a net change of +19 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.34B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $657M sold.

Based on aggregated 13F filings for Q3 2015.