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Vanguard Short-Term Bond ETF

348 hedge funds and large institutions have $7.75B invested in Vanguard Short-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 118

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3% more funds holding

Funds holding: 339348 (+9)

1% more capital invested

Capital invested by funds: $7.67B → $7.75B (+$74.2M)

0.56% less ownership

Funds ownership: 56.63%56.08% (-0.56%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.05%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.41%
New
32
Increased
146
Reduced
118
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Altavista Wealth Management
North Carolina
$2.76M +$113K +1,411 +4%
BCM
127
Bluefin Capital Management
New York
$2.7M +$2.72M +33,962 New
HJA
128
Hugh Johnson Advisors
New York
$2.69M +$146K +1,815 +6%
CFB
129
Cullen/Frost Bankers
Texas
$2.68M -$488K -6,084 -15%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.57M -$523K -6,517 -17%
EAM
131
Evanson Asset Management
California
$2.53M +$8.9K +111 +0.4%
RFS
132
Rockefeller Financial Services
New York
$2.51M +$99.8K +1,245 +4%
ANBT
133
American National Bank & Trust
Texas
$2.5M +$663K +8,272 +36%
BBA
134
BLB&B Advisors
Pennsylvania
$2.47M +$184K +2,293 +8%
BIM
135
BlackRock Investment Management
Delaware
$2.46M -$10.3M -128,548 -81%
CFS
136
Community Financial System
New York
$2.4M +$100K +1,250 +4%
VNB
137
Valley National Bancorp
New York
$2.38M -$8.74K -109 -0.4%
NEPWA
138
New England Private Wealth Advisors
Massachusetts
$2.36M +$12K +150 +0.5%
Jane Street
139
Jane Street
New York
$2.29M +$2.3M +28,653 New
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$2.27M +$2.28M +28,467 New
ABC
141
Associated Banc-Corp
Wisconsin
$2.25M +$759K +9,464 +51%
RIA
142
Regal Investment Advisors
Michigan
$2.24M +$24.8K +309 +1%
GJIC
143
Gamble Jones Investment Counsel
California
$2.18M -$327K -4,076 -13%
GWM
144
Greenwich Wealth Management
Connecticut
$2.17M -$233K -2,900 -10%
CL
145
CPWM LLC
Washington
$2.16M -$63.3K -790 -3%
AI
146
Atria Investments
North Carolina
$2.16M -$25.6K -319 -1%
AW
147
Alpha Windward
Massachusetts
$2.15M +$423K +5,279 +24%
EWM
148
Empirical Wealth Management
Washington
$2.12M -$774K -9,647 -27%
BUB
149
BBVA USA Bancshares
Texas
$2.1M +$29.2K +364 +1%
PMG
150
ProVise Management Group
Florida
$2.08M -$24.1K -300 -1%

BSV Hedge Fund Activity: Q1 2014 in Review

348 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2014, worth a combined $7.75B — up 0.97% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSV positions and 22 closed out — a net gain of 10 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $68.9M. The largest seller was Envestnet Asset Management, cutting an estimated $45.4M.

  • 348 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2014, up from 339 in Q4 2013.
  • Funds reported $7.75B of Vanguard Short-Term Bond ETF stock for Q1 2014, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2014 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2014 was Envestnet Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2014.