We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

993 hedge funds and large institutions have $18.7B invested in Vanguard Short-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 452 increasing their positions, 251 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 50

80% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 251

15% more funds holding in top 10

Funds holding in top 10: 109125 (+16)

13% more capital invested

Capital invested by funds: $16.5B → $18.7B (+$2.14B)

11% more funds holding

Funds holding: 892993 (+101)

2.98% more ownership

Funds ownership: 60.78%63.76% (+3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
993
Holders Change
+101
Holders Change %
+11.32%
% of All Funds
17.57%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
2.21%
New
170
Increased
452
Reduced
251
Closed
50
Calls
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$240K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
526
HCR Wealth Advisors
California
$1.14M +$1.04M +12,520 +1,049%
CHJWM
527
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.14M -$24.9K -300 -2%
MSS
528
Mitchell Sinkler & Starr
Pennsylvania
$1.14M +$99.4K +1,200 +10%
ADBIC
529
A.D. Beadell Investment Counsel
Wisconsin
$1.13M -$2.07K -25 -0.2%
SWA
530
Stratos Wealth Advisors
Ohio
$1.13M +$705K +8,511 +167%
CIAS
531
Capital Investment Advisory Services
North Carolina
$1.13M +$35.6K +430 +3%
HNB
532
Huntington National Bank
Ohio
$1.12M
SFA
533
Sequoia Financial Advisors
Ohio
$1.12M +$500K +6,033 +81%
PA
534
Paracle Advisors
Washington
$1.1M +$45.3K +547 +4%
SW
535
SteelPeak Wealth
California
$1.09M -$242K -2,925 -18%
FHA
536
First Horizon Advisors
Tennessee
$1.09M +$2.15K +26 +0.2%
AP
537
Advisors Preferred
Maryland
$1.09M -$62.1K -750 -5%
AAMC
538
Asset Allocation & Management Company
Illinois
$1.08M -$1.24M -14,908 -53%
APW
539
Aurora Private Wealth
New Jersey
$1.08M +$7.54K +91 +0.7%
EBT
540
Enterprise Bank & Trust
Massachusetts
$1.07M +$82.1K +991 +8%
JIC
541
Joel Isaacson & Co
New York
$1.07M +$250K +3,019 +30%
AFS
542
Axiom Financial Strategies
Indiana
$1.06M
GC
543
Gilbert & Cook
Iowa
$1.05M +$213K +2,576 +26%
Cerity Partners
544
Cerity Partners
New York
$1.04M +$1.04M +12,594 New
AIM
545
Anchor Investment Management
South Carolina
$1.04M -$32.7K -395 -3%
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$1.04M +$1.04M +12,526 New
WCM
547
Weik Capital Management
Pennsylvania
$1.04M +$119K +1,441 +13%
ATC
548
Argent Trust Co
Tennessee
$1.03M +$61.5K +742 +6%
SIA
549
Soltis Investment Advisors
Utah
$1.02M +$57.6K +695 +6%
BFPW
550
BOK Financial Private Wealth
Colorado
$1.02M -$1.09M -13,183 -52%

BSV Hedge Fund Activity: Q4 2020 in Review

993 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2020, worth a combined $18.7B — up 13% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new BSV positions and 50 closed out — a net gain of 120 holders — while 452 added to existing stakes and 251 trimmed.

The largest buyer was MetLife Investment Management, opening a new position worth an estimated $395M. The largest seller was Toews Corporation, exiting entirely with an estimated $193M sold.

  • 993 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2020, up from 892 in Q3 2020.
  • Funds reported $18.7B of Vanguard Short-Term Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 170 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2020 and 50 closed out, a net change of +120 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2020 was MetLife Investment Management, an estimated $395M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2020 was Toews Corporation, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2020.