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Vanguard Short-Term Bond ETF
BSV

348 hedge funds and large institutions have $7.75B invested in Vanguard Short-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 118

9% more funds holding in top 10

Funds holding in top 10: 45 → 49 (+4)

3% more funds holding

Funds holding: 339 → 348 (+9)

1% more capital invested

Capital invested by funds: $7.67B → $7.75B (+$74.2M)

0.56% less ownership

Funds ownership: 56.63% → 56.08% (-0.56%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.05%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.41%
New
32
Increased
146
Reduced
118
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAA
Managed Account Advisors
New Jersey
+$68.9M
2
AUIM
Aegon USA Investment Management
Iowa
+$54.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
4
Wells Fargo
Wells Fargo
California
+$23.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$21.3M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.4M
2
TCT
TIAA CREF Trust
Missouri
-$39.5M
3
IA
IndexIQ Advisors
New York
-$26.9M
4
LPL Financial
LPL Financial
California
-$25M
5
Northern Trust
Northern Trust
Illinois
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$18.8M -$737K -9,192 -4%
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$18.8M +$1.11M +13,824 +6%
SAS
53
Sage Advisory Services
Texas
$17.9M +$1.64M +20,449 +10%
APCM
54
Alaska Permanent Capital Management
Alaska
$17.7M +$489K +6,102 +3%
LIA
55
LBMC Investment Advisors
Tennessee
$17.2M -$1.52M -18,920 -8%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$17.1M +$892K +11,126 +6%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$14.8M +$707K +8,823 +5%
NMIS
58
Northwestern Mutual Investment Services
Wisconsin
$14.4M +$1.47M +18,374 +11%
KFS
59
KMS Financial Services
Washington
$14M +$2.81M +35,023 +25%
SI
60
SII Investments
Wisconsin
$13.9M +$1.09M +13,548 +8%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$13.9M -$687K -8,562 -5%
LIM
62
Leavell Investment Management
Alabama
$13.8M -$286K -3,567 -2%
HCM
63
Howland Capital Management
Massachusetts
$13.2M +$463K +5,771 +4%
TTWM
64
TCV Trust & Wealth Management
Virginia
$13.1M +$618K +7,712 +5%
FAAM
65
First Allied Asset Management
California
$13M +$13M +162,378 New
PCA
66
Personal Capital Advisors
California
$12.9M +$3.52M +43,878 +37%
CIC
67
Cutler Investment Counsel
Oregon
$12.3M -$47.9K -597 -0.4%
CIA
68
Capital Investment Advisors
Georgia
$12.1M +$607K +7,573 +5%
Millennium Management
69
Millennium Management
New York
$11.9M +$138K +1,726 +1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$11.6M +$2.37M +29,558 +26%
FAAS
71
First Allied Advisory Services
California
$11.1M +$5.94M +74,037 +113%
STMM
72
South Texas Money Management
Texas
$11M +$740K +9,229 +7%
KIM
73
Karpus Investment Management
New York
$11M +$11M +137,190 New
DS
74
DRW Securities
Illinois
$10.8M +$10.8M +135,262 New
EHC
75
Everett Harris & Co
California
$10.1M -$1.16M -14,475 -10%
1 2
3
4 5

BSV Hedge Fund Activity: Q1 2014 in Review

348 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2014, worth a combined $7.75B — up 0.97% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSV positions and 22 closed out — a net gain of 10 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $68.9M. The largest seller was Envestnet Asset Management, cutting an estimated $45.4M.

  • 348 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2014, up from 339 in Q4 2013.
  • Funds reported $7.75B of Vanguard Short-Term Bond ETF stock for Q1 2014, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2014 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2014 was Envestnet Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2014.