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Vanguard Short-Term Bond ETF

433 hedge funds and large institutions have $9.89B invested in Vanguard Short-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

14% more funds holding in top 10

Funds holding in top 10: 4956 (+7)

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

4% more funds holding

Funds holding: 417433 (+16)

4% more capital invested

Capital invested by funds: $9.48B → $9.89B (+$407M)

0.02% more ownership

Funds ownership: 60.07%60.09% (+0.02%)

Holders
433
Holders Change
+16
Holders Change %
+3.84%
% of All Funds
12.09%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
1.56%
New
39
Increased
166
Reduced
148
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIA
76
Northstar Investment Advisors
Colorado
$12.1M -$518K -6,459 -4%
CIM
77
Cambria Investment Management
California
$12.1M +$11.3M +141,225 +1,514%
CIA
78
Capital Investment Advisors
Georgia
$11.9M -$281K -3,502 -2%
LIM
79
Leavell Investment Management
Alabama
$11.8M -$149K -1,865 -1%
STMM
80
South Texas Money Management
Texas
$11.1M -$1.68M -21,005 -13%
HCM
81
Howland Capital Management
Massachusetts
$10.5M +$32.1K +401 +0.3%
IA
82
Ibbotson Associates
Illinois
$10M +$2.45M +30,614 +33%
TTWM
83
TCV Trust & Wealth Management
Virginia
$9.9M -$3.87M -48,326 -28%
MFS
84
MSI Financial Services
Massachusetts
$9.31M -$1.13M -14,140 -11%
CB
85
Community Bank
New York
$9.24M +$5.11M +63,805 +125%
Comerica Bank
86
Comerica Bank
Texas
$9.01M -$8M -99,875 -47%
KL
87
KWMG LLC
Kansas
$8.9M -$2.57M -32,020 -22%
Jane Street
88
Jane Street
New York
$8.58M +$8.55M +106,712 New
FWM
89
Frontier Wealth Management
Missouri
$8.5M -$346K -4,313 -4%
AIG
90
American International Group
New York
$8.41M +$562K +7,014 +7%
SIM
91
SSI Investment Management
California
$8.41M
DADC
92
D.A. Davidson & Co
Montana
$8.36M +$2.06M +25,685 +33%
CCG
93
Chatham Capital Group
Georgia
$8.14M -$56.1K -700 -0.7%
US Bancorp
94
US Bancorp
Minnesota
$8M +$1.03M +12,868 +15%
Bessemer Group
95
Bessemer Group
New Jersey
$7.62M +$240K +3,000 +3%
BMM
96
Berkshire Money Management
Massachusetts
$7.5M +$24.9K +311 +0.3%
HighTower Advisors
97
HighTower Advisors
Illinois
$7.42M +$1.54M +19,256 +26%
GAM
98
Gemmer Asset Management
California
$7.32M -$174K -2,177 -2%
PSI
99
Pinnacle Summer Investments
Virginia
$6.71M -$1.3M -16,273 -16%
BC
100
Burney Company
Virginia
$6.62M +$411K +5,133 +7%

BSV Hedge Fund Activity: Q3 2015 in Review

433 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2015, worth a combined $9.89B — up 4.3% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSV positions and 20 closed out — a net gain of 19 holders — while 166 added to existing stakes and 148 trimmed.

The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $657M sold.

  • 433 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2015, up from 417 in Q2 2015.
  • Funds reported $9.89B of Vanguard Short-Term Bond ETF stock for Q3 2015, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2015 and 20 closed out, a net change of +19 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.34B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $657M sold.

Based on aggregated 13F filings for Q3 2015.