Vanguard Short-Term Bond ETF
562 hedge funds and large institutions have $12.1B invested in Vanguard Short-Term Bond ETF in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 241 increasing their positions, 195 reducing their positions, and 45 closing their positions.
27% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 45
24% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 195
8% more capital invested
Capital invested by funds: $11.3B → $12.1B (+$850M)
1% more funds holding
Funds holding: 554 → 562 (+8)
1.71% less ownership
Funds ownership: 57.67% → 55.97% (-1.7%)
5% less funds holding in top 10
Funds holding in top 10: 75 → 71 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.03B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$174M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$111M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$83.2M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$649M |
| 2 |
IA
IndexIQ Advisors
New York
|
-$118M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$65.4M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$46.3M |
| 5 |
Morgan Stanley
New York
|
-$42.7M |
BSV Hedge Fund Activity: Q1 2017 in Review
562 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2017, worth a combined $12.1B — up 7.5% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new BSV positions and 45 closed out — a net gain of 12 holders — while 241 added to existing stakes and 195 trimmed.
The largest buyer was Bank of America, adding an estimated $1.03B. The largest seller was Jones Financial Companies, cutting an estimated $649M.
- 562 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2017, up from 554 in Q4 2016.
- Funds reported $12.1B of Vanguard Short-Term Bond ETF stock for Q1 2017, up 7.5% quarter-over-quarter.
- 57 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2017 and 45 closed out, a net change of +12 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q1 2017 was Bank of America, an estimated $1.03B added.
- The largest Vanguard Short-Term Bond ETF seller in Q1 2017 was Jones Financial Companies, an estimated $649M sold.
Based on aggregated 13F filings for Q1 2017.