We are live on ! Find out more
BSV icon

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
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.9M +$1.94M +24,239 +66%
ABC
127
Associated Banc-Corp
Wisconsin
$4.85M +$502K +6,265 +12%
RFC
128
Regions Financial Corp
Alabama
$4.79M -$53.6K -669 -1%
HWP
129
Hefty Wealth Partners
Indiana
$4.58M +$2.46M +30,730 +118%
PAG
130
Private Advisor Group
New Jersey
$4.56M +$657K +8,202 +17%
QCMC
131
Quantum Capital Management (California)
California
$4.55M -$124K -1,550 -3%
MML Investors Services
132
MML Investors Services
Massachusetts
$4.52M +$170K +2,115 +4%
JFA
133
Johanson Financial Advisors
California
$4.5M +$747K +9,324 +20%
FNBT
134
FineMark National Bank & Trust
Florida
$4.44M -$1.58M -19,769 -26%
LPT
135
Legacy Private Trust
Wisconsin
$4.41M +$3.37M +42,085 +335%
FWM
136
Focused Wealth Management
New York
$4.4M +$4.29M +53,528 +5,263%
EHC
137
Everett Harris & Co
California
$4.31M -$253K -3,155 -6%
MFW
138
Mosaic Family Wealth
Missouri
$4.29M -$2.87M -35,760 -40%
SG Americas Securities
139
SG Americas Securities
New York
$4.24M +$4.22M +52,601 New
CFA
140
CT Financial Advisors
Pennsylvania
$4.21M +$28.2K +352 +0.7%
BPB
141
Badgley, Phelps & Bell
Washington
$4.19M +$417K +5,208 +11%
CB
142
Community Bank
New York
$4.1M -$72.1K -900 -2%
EIM
143
Emerson Investment Management
Massachusetts
$4.07M +$28.9K +360 +0.7%
AC
144
AFAM Capital
Texas
$4M +$1.36K +17 +0%
RG
145
Rathbones Group
United Kingdom
$4M +$168K +2,095 +4%
BTS
146
BB&T Securities
Virginia
$3.92M +$277K +3,453 +8%
AA
147
Ancora Advisors
Ohio
$3.9M +$192K +2,393 +5%
PCM
148
Pointe Capital Management
Michigan
$3.73M +$1.26M +15,767 +52%
CS
149
Comerica Securities
Michigan
$3.73M +$366K +4,567 +11%
MFP
150
Mosaic Financial Partners
California
$3.7M -$213K -2,651 -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.