We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

1,160 hedge funds and large institutions have $27B invested in Vanguard Short-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 442 increasing their positions, 461 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 90

0% less funds holding

Funds holding: 1,1651,160 (-5)

0.5% less ownership

Funds ownership: 72.41%71.91% (-0.5%)

1% less funds holding in top 10

Funds holding in top 10: 156155 (-1)

4% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 461

11% less capital invested

Capital invested by funds: $30.3B → $27B (-$3.36B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $654K

Holders
1,160
Holders Change
-5
Holders Change %
-0.43%
% of All Funds
18.29%
Holding in Top 10
155
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.64%
% of All Funds
2.44%
New
98
Increased
442
Reduced
461
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
701
Realta Investment Advisors
Delaware
$765K -$8.34K -105 -1%
IAIM
702
International Assets Investment Management
Florida
$764K -$82.1K -1,034 -10%
CF
703
Centaurus Financial
California
$748K -$259K -3,268 -25%
ACP
704
Ashfield Capital Partners
California
$741K -$15.9K -200 -2%
HCM
705
Howland Capital Management
Massachusetts
$740K -$3.17K -40 -0.4%
WCP
706
Wick Capital Partners
Pennsylvania
$730K +$744K +9,367 New
FNBOO
707
First National Bank of Omaha
Nebraska
$722K +$35.5K +447 +5%
AIC
708
Archer Investment Corporation
Indiana
$721K +$68K +857 +10%
EW
709
Evoke Wealth
California
$720K
RC
710
RegentAtlantic Capital
New Jersey
$716K -$1.19M -14,951 -62%
EBT
711
Enterprise Bank & Trust
Massachusetts
$715K -$43.9K -553 -6%
ACP
712
Aveo Capital Partners
Colorado
$707K +$138K +1,737 +24%
CAG
713
Csenge Advisory Group
Florida
$705K +$718K +9,050 New
Bank Julius Baer & Co
714
Bank Julius Baer & Co
Switzerland
$701K -$3.7M -46,598 -84%
TA
715
Trellis Advisors
Washington
$700K +$54.5K +687 +8%
GIP
716
Greatmark Investment Partners
Georgia
$695K
SFS
717
Summit Financial Strategies
Ohio
$693K -$102K -1,282 -13%
EWM
718
EPG Wealth Management
Georgia
$683K
SAM
719
S.A. Mason
Michigan
$677K
EFS
720
Essex Financial Services
Connecticut
$676K +$130K +1,643 +23%
MG
721
Mather Group
Illinois
$669K +$682K +8,589 New
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$666K -$537K -6,760 -44%
BNP Paribas Financial Markets
723
BNP Paribas Financial Markets
France
$665K -$2.57M -32,385 -79%
TC
724
TownSquare Capital
Utah
$663K +$371K +4,673 +122%
LTL
725
Lowery Thomas LLC
California
$649K -$3.17M -39,900 -83%

BSV Hedge Fund Activity: Q1 2022 in Review

1,160 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2022, worth a combined $27B — down 11% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BSV positions and 90 closed out — a net gain of 8 holders — while 442 added to existing stakes and 461 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $494M. The largest seller was JP Morgan Chase, cutting an estimated $3.99B.

  • 1,160 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2022, down from 1,165 in Q4 2021.
  • Funds reported $27B of Vanguard Short-Term Bond ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2022 and 90 closed out, a net change of +8 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2022 was Beacon Capital Management Inc (Ohio), an estimated $494M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $3.99B sold.

Based on aggregated 13F filings for Q1 2022.