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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.

New
Increased
Maintained
Reduced
Closed

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: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+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%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IH
26
IFC Holdings
Florida
$56.8M -$1.63M -20,329 -3%
AA
27
ALPS Advisors
Colorado
$54.3M -$309K -3,855 -0.6%
JP Morgan Chase
28
JP Morgan Chase
New York
$47.6M +$23.2M +289,209 +96%
ZB
29
Zions Bancorporation
Utah
$47.3M -$2.56M -31,964 -5%
Citigroup
30
Citigroup
New York
$46.9M -$561K -6,996 -1%
EIAM
31
Equinox Institutional Asset Management
New Jersey
$45.5M -$2.71M -33,800 -6%
EA
32
Efficient Advisors
Ohio
$44.5M -$394K -4,909 -0.9%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$43.8M +$6.09M +75,993 +16%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$42.9M +$17.7M +220,656 +71%
Goldman Sachs
35
Goldman Sachs
New York
$41.5M +$16.9M +211,446 +70%
TI
36
Truepoint Inc
Ohio
$37.9M +$2.06M +25,699 +6%
WCWM
37
Willow Creek Wealth Management
California
$33.2M -$2.03M -25,273 -6%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$32.3M -$1.47M -18,336 -4%
RJA
39
Raymond James & Associates
Florida
$32M +$946K +11,803 +3%
LIM
40
Leavell Investment Management
Alabama
$31.8M -$1.05M -13,053 -3%
AIA
41
Arrow Investment Advisors
Maryland
$31.6M +$4.5M +56,092 +17%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$31.1M +$8.76M +109,218 +40%
RW
43
Rand Wealth
Maryland
$30.6M -$365K -4,558 -1%
CCM
44
Carlson Capital Management
Minnesota
$30.5M -$1.52M -18,915 -5%
PO
45
Private Ocean
California
$30.3M -$479K -5,971 -2%
SI
46
SII Investments
Wisconsin
$29.6M -$90.6K -1,130 -0.3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$29M +$3.49M +43,523 +14%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$28.9M +$8.99M +112,183 +46%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$27.9M +$1.13M +14,044 +4%
BCI
50
Brinker Capital Investments
Pennsylvania
$27.9M +$530K +6,615 +2%

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.