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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
IA
976
Inspire Advisors
Idaho
$6K +$5.55K +67 New
FFA
977
Freedman Financial Associates
Massachusetts
$6K +$6.21K +75 New
BAM
978
Bellevue Asset Management
Washington
$5K -$4.39K -53 -46%
AIP
979
Ameritas Investment Partners
Nebraska
$5K
CFO
980
CVA Family Office
Colorado
$4K
LB
981
Legacy Bridge
Iowa
$4K
SSW
982
Smith Shellnut Wilson
Mississippi
$4K +$3.48K +42 +1,050%
CPWM
983
Cypress Point Wealth Management
Texas
$4K +$4.31K +52 New
SIS
984
Sound Income Strategies
Florida
$3K
HR
985
Howe & Rusling
New York
$3K +$2.73K +33 New
PFO
986
Pathstone Family Office
New Jersey
$2K
WAS
987
Winch Advisory Services
Wisconsin
$2K
WAM
988
Wallington Asset Management
Indiana
$2K +$83 +1 +4%
BSSFA
989
Baron Silver Stevens Financial Advisors
Florida
$2K +$2.07K +25 New
SFP
990
Sterling Financial Planning
New Jersey
$2K +$2.49K +30 New
Simplex Trading
991
Simplex Trading
Illinois
$1K -$41.4K -500 -97%
GWS
992
Glassman Wealth Services
Virginia
$1K
NDSI
993
Newman Dignan & Sheerar Inc
Rhode Island
$462 +$1.49K +18 +0.3%
TC
994
Toews Corporation
New Jersey
-$193M -2,318,576 Closed
ETC
995
Exchange Traded Concepts
Oklahoma
-$87.1M -1,048,955 Closed
HighTower Advisors
996
HighTower Advisors
Illinois
-$52.8M -635,420 Closed
CIC
997
Cutler Investment Counsel
Oregon
-$26.9M -323,689 Closed
FFN
998
Focus Financial Network
Minnesota
-$9.2M -110,750 Closed
HIM
999
HawsGoodwin Investment Management
Tennessee
-$8.07M -97,164 Closed
B
1000
Barings
North Carolina
-$7.72M -93,000 Closed

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.