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Vanguard Short-Term Bond ETF

491 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $10.4B → $11.6B (+$1.21B)

4% more funds holding

Funds holding: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 175

0.55% more ownership

Funds ownership: 61.7%62.25% (+0.55%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
101
Wellesley Investment Partners
Massachusetts
$8.15M +$920K +11,479 +13%
CCG
102
Chatham Capital Group
Georgia
$8.02M +$56.1K +700 +0.7%
HB
103
Homrich & Berg
Georgia
$8.01M -$13.8M -172,131 -63%
Bessemer Group
104
Bessemer Group
New Jersey
$7.74M
BFG
105
Beacon Financial Group
Texas
$7.68M +$1.82M +22,678 +31%
CWM
106
CIBC World Markets
New York
$7.66M +$7.62M +95,000 New
GAM
107
Gemmer Asset Management
California
$7.17M +$92K +1,148 +1%
SIG
108
Stanford Investment Group
California
$7.04M -$4.97M -61,968 -42%
AI
109
Atria Investments
North Carolina
$6.96M +$1.6M +20,007 +30%
FWM
110
Frontier Wealth Management
Missouri
$6.91M -$629K -7,850 -8%
FF
111
Friedenthal Financial
New Jersey
$6.86M -$68.8K -858 -1%
BC
112
Burney Company
Virginia
$6.85M +$453K +5,652 +7%
SMH
113
Sanders Morris Harris
Texas
$6.58M +$6.54M +81,566 New
WB
114
Webster Bank
Connecticut
$6.32M -$725K -9,048 -10%
DJSG
115
D.J. St. Germain
Massachusetts
$6.25M +$12K +150 +0.2%
BW
116
Bison Wealth
Georgia
$6.1M +$747K +9,320 +14%
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$6.07M -$94.2K -1,175 -2%
BRWA
118
B. Riley Wealth Advisors
Florida
$6.05M -$453K -5,649 -7%
BSWM
119
Boston Standard Wealth Management
Massachusetts
$5.82M -$169K -2,106 -3%
QA
120
Quantitative Advantage
Minnesota
$5.66M -$164K -2,043 -3%
BOH
121
Bank of Hawaii
Hawaii
$5.54M +$1.73M +21,563 +46%
Jane Street
122
Jane Street
New York
$5.54M +$5.5M +68,673 New
SCA
123
Snowden Capital Advisors
New York
$5.43M +$5.4M +67,363 New
FAAS
124
First Allied Advisory Services
California
$5.42M +$1.47M +18,323 +37%
CWM
125
Cranbrook Wealth Management
Michigan
$4.95M +$243K +3,037 +5%

BSV Hedge Fund Activity: Q1 2016 in Review

491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2016, worth a combined $11.6B — up 12% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BSV positions and 30 closed out — a net gain of 26 holders — while 190 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $138M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18M.

  • 491 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2016, up from 471 in Q4 2015.
  • Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2016 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2016 was TD Ameritrade Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2016.