Vanguard Short-Term Bond ETF
646 hedge funds and large institutions have $17.2B invested in Vanguard Short-Term Bond ETF in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 233 increasing their positions, 269 reducing their positions, and 58 closing their positions.
4% more funds holding in top 10
Funds holding in top 10: 68 → 71 (+3)
5% more capital invested
Capital invested by funds: $16.4B → $17.2B (+$792M)
0.75% more ownership
Funds ownership: 68.08% → 68.83% (+0.75%)
2% less funds holding
Funds holding: 660 → 646 (-14)
13% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 269
16% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$877M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$625M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$539M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$126M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$86.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
-$483M |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$330M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$258M |
| 4 |
TC
Toews Corporation
Northfield,
New Jersey
|
-$197M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$101M |
BSV Hedge Fund Activity: Q2 2018 in Review
646 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2018, worth a combined $17.2B — up 4.8% from $16.4B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of BSV and 49 opened new positions — a net loss of 9 holders — while 269 trimmed existing stakes and 233 added.
The largest buyer was JP Morgan Chase, adding an estimated $877M. The largest seller was First Command Financial Services, cutting an estimated $483M.
- 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2018, down from 660 in Q1 2018.
- Funds reported $17.2B of Vanguard Short-Term Bond ETF stock for Q2 2018, up 4.8% quarter-over-quarter.
- 49 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2018 and 58 closed out, a net change of -9 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $877M added.
- The largest Vanguard Short-Term Bond ETF seller in Q2 2018 was First Command Financial Services, an estimated $483M sold.
Based on aggregated 13F filings for Q2 2018.