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Vanguard Short-Term Bond ETF
BSV

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: 109 → 125 (+16)

13% more capital invested

Capital invested by funds: $16.5B → $18.7B (+$2.14B)

11% more funds holding

Funds holding: 892 → 993 (+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

Top Buyers

Rank Fund Capital Flow
1
MIM
MetLife Investment Management
New Jersey
+$395M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$168M
3
Morgan Stanley
Morgan Stanley
New York
+$148M
4
VFP
Verus Financial Partners
Virginia
+$78.9M
5
AF
Allworth Financial
California
+$76.8M

Top Sellers

Rank Fund Capital Flow
1
TC
Toews Corporation
New Jersey
-$193M
2
ETC
Exchange Traded Concepts
Oklahoma
-$87.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$52.8M
4
CCFM
Clear Creek Financial Management
Washington
-$45.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
851
Lyell Wealth Management
California
$207K – – –
AL
852
ADE LLC
Maryland
$207K +$207K +2,500 New
SCM
853
Stonehearth Capital Management
Massachusetts
$206K -$477K -5,760 -70%
TA
854
TFG Advisers
Michigan
$206K +$6.05K +73 +3%
RFA
855
Reilly Financial Advisors
California
$205K -$82.9K -1,000 -29%
GIA
856
Guyasuta Investment Advisors
Pennsylvania
$205K -$8.29K -100 -4%
GIA
857
Granite Investment Advisors
New Hampshire
$205K – – –
VWA
858
V Wealth Advisors
Kansas
$204K +$204K +2,466 New
MOS
859
MGO One Seven
Ohio
$203K -$106K -1,278 -34%
MFS
860
McNamara Financial Services
Massachusetts
$203K – – –
AW
861
ACG Wealth
Georgia
$201K +$201K +2,420 New
SWM
862
Stockman Wealth Management
Montana
$201K +$201K +2,420 New
KC
863
Kinloch Capital
Virginia
$198K +$197K +2,383 New
SA
864
SRH Advisors
Kansas
$196K – – –
CT
865
Caldwell Trust
Florida
$182K – – –
GI
866
Gradient Investments
Minnesota
$177K – – –
HS
867
Horan Securities
United States
$174K -$52.4K -632 -23%
CTFG
868
Capstone Triton Financial Group
Oklahoma
$173K +$173K +2,086 New
ME
869
McIlrath & Eck
Washington
$171K – – –
CAL
870
Capital Advisors Ltd
Ohio
$169K – – –
FGAM
871
Financial Gravity Asset Management
Texas
$165K +$165K +1,988 New
CIR
872
Clear Investment Research
Georgia
$164K -$129K -1,558 -44%
ACA
873
Aptus Capital Advisors
Alabama
$162K -$296K -3,568 -64%
ZB
874
Zions Bancorporation
Utah
$155K – – –
DAC
875
Dividend Assets Capital
South Carolina
$150K +$663 +8 +0.4%
33 34
35
36 37

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.