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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
HWM
776
Howard Wealth Management
Connecticut
$295K +$49.3K +595 +20%
NSIM
777
North Star Investment Management
Illinois
$295K +$227K +2,743 +335%
SG Americas Securities
778
SG Americas Securities
New York
$293K -$150K -1,810 -34%
MMA
779
Miracle Mile Advisors
California
$292K
LAS
780
Lloyd Advisory Services
Georgia
$288K +$17.1K +206 +6%
CWM
781
Chesapeake Wealth Management
Virginia
$288K +$288K +3,475 New
SFG
782
SageGuard Financial Group
Tennessee
$283K +$285K +3,445 New
BIA
783
Bigelow Investment Advisors
Maine
$282K
ASW
784
Astoria Strategic Wealth
Texas
$282K +$6.79K +82 +2%
FFA
785
Founders Financial Alliance
North Carolina
$281K
TA
786
Tiedemann Advisors
New York
$280K
NCM
787
Narwhal Capital Management
Georgia
$279K -$40.8K -492 -13%
BFA
788
Brown Financial Advisory
Alabama
$277K +$276K +3,336 New
FIA
789
Foundations Investment Advisors
Arizona
$276K -$1.49M -17,986 -84%
AC
790
Addison Capital
Pennsylvania
$276K
SDWMA
791
Schneider Downs Wealth Management Advisors
Pennsylvania
$273K -$10.8K -130 -4%
MWP
792
Meridian Wealth Partners
Pennsylvania
$272K -$3.4K -41 -1%
RB
793
Rodgers Brothers
Pennsylvania
$272K
COF
794
Capital One Financial
Virginia
$271K -$3.56K -43 -1%
MA
795
Montag & Associates
Georgia
$267K +$267K +3,220 New
SCG
796
Sonata Capital Group
Washington
$264K
MAA
797
Matrix Asset Advisors
New York
$264K +$13.5K +163 +5%
ST
798
Spinnaker Trust
Maine
$263K
GBBWRPM
799
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$263K +$166 +2 +0.1%
BFIM
800
Beese Fulmer Investment Management
Ohio
$262K -$19.3K -233 -7%

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.