We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

415 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $8.34B → $9.4B (+$1.06B)

2.5% more ownership

Funds ownership: 57.74%60.23% (+2.5%)

2% more funds holding

Funds holding: 405415 (+10)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.06%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.41%
New
51
Increased
174
Reduced
138
Closed
34
Calls
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$22.2M +$528K +6,583 +2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$22.1M +$3.49M +43,496 +19%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$21M -$280K -3,486 -1%
Barclays
54
Barclays
United Kingdom
$19.8M -$267K -3,325 -1%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$18.5M +$158K +1,970 +0.9%
Millennium Management
56
Millennium Management
New York
$18.1M +$2.57M +32,054 +17%
NPC
57
National Planning Corporation
California
$17.8M -$13.9M -172,791 -44%
SAS
58
Sage Advisory Services
Texas
$17.8M -$383K -4,775 -2%
HB
59
Homrich & Berg
Georgia
$17.2M -$23.1M -287,586 -57%
M&T Bank
60
M&T Bank
New York
$16.3M +$196K +2,444 +1%
AC
61
AFAM Capital
Texas
$16.3M -$10.6M -132,433 -40%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$16.1M +$671K +8,354 +4%
MIH
63
Madison Investment Holdings
Wisconsin
$15.7M +$15.6M +194,866 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$15.6M +$670K +8,341 +4%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$15.1M -$2M -24,906 -12%
LIA
66
LBMC Investment Advisors
Tennessee
$14.7M -$63.7K -794 -0.4%
TTWM
67
TCV Trust & Wealth Management
Virginia
$14.2M +$10.7K +133 +0.1%
B
68
Baird
Wisconsin
$14M -$588K -7,320 -4%
STMM
69
South Texas Money Management
Texas
$13.7M +$2.32M +28,933 +21%
Goldman Sachs
70
Goldman Sachs
New York
$13.2M +$1.72M +21,403 +15%
TNB
71
Thomasville National Bank
Georgia
$13.1M +$1.65M +20,536 +14%
NIA
72
Northstar Investment Advisors
Colorado
$12.9M +$1.93M +24,029 +18%
CIA
73
Capital Investment Advisors
Georgia
$12.8M -$4.14M -51,567 -25%
HCM
74
Howland Capital Management
Massachusetts
$12.5M -$1.55M -19,359 -11%
CIC
75
Cutler Investment Counsel
Oregon
$12.3M +$77.4K +964 +0.6%

BSV Hedge Fund Activity: Q1 2015 in Review

415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2015, worth a combined $9.4B — up 13% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSV positions and 34 closed out — a net gain of 17 holders — while 174 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $324M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $306M.

  • 415 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2015, up from 405 in Q4 2014.
  • Funds reported $9.4B of Vanguard Short-Term Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2015 and 34 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $324M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $306M sold.

Based on aggregated 13F filings for Q1 2015.