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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
DPI
76
Diversified Portfolios Inc
Michigan
$12.3M -$613K -7,638 -5%
UCFA
77
United Capital Financial Advisors
Texas
$12.2M +$9.65M +120,261 +381%
LIM
78
Leavell Investment Management
Alabama
$11.9M -$564K -7,031 -5%
MM
79
Main Management
California
$11.8M +$53.9K +672 +0.5%
KIM
80
Karpus Investment Management
New York
$11.7M +$3.94M +49,125 +51%
MFS
81
MSI Financial Services
Massachusetts
$10.4M +$1.02M +12,669 +11%
KL
82
KWMG LLC
Kansas
$10.3M +$327K +4,076 +3%
ICOA
83
Investment Centers of America
North Dakota
$10.1M +$9.49M +118,292 +1,839%
RJA
84
Raymond James & Associates
Florida
$9.63M +$432K +5,380 +5%
FAAM
85
First Allied Asset Management
California
$9.31M +$9.26M +115,401 New
NA
86
Nottingham Advisors
New York
$9.18M +$799K +9,958 +10%
FWM
87
Frontier Wealth Management
Missouri
$9.08M +$559K +6,969 +7%
CCG
88
Chatham Capital Group
Georgia
$8.64M +$153K +1,900 +2%
GAM
89
Gemmer Asset Management
California
$8.21M -$3.9M -48,621 -32%
PSI
90
Pinnacle Summer Investments
Virginia
$7.95M -$101K -1,260 -1%
IA
91
Ibbotson Associates
Illinois
$7.66M +$3.41M +42,513 +81%
BMM
92
Berkshire Money Management
Massachusetts
$7.6M +$55.9K +696 +0.7%
AIG
93
American International Group
New York
$7.43M -$3.69M -45,940 -33%
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$7.2M -$150K -1,870 -2%
SFM
95
Signet Financial Management
New Jersey
$7.02M +$2.35M +29,250 +51%
WB
96
Webster Bank
Connecticut
$6.94M -$1.11M -13,852 -14%
Comerica Bank
97
Comerica Bank
Texas
$6.88M -$5.87M -73,164 -46%
BFG
98
Beacon Financial Group
Texas
$6.52M +$1.14M +14,239 +21%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$6.5M +$1.33M +16,526 +26%
BSWMG
100
Barrington Strategic Wealth Management Group
Illinois
$6.31M +$829K +10,331 +15%

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.