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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
Lazard Asset Management
151
Lazard Asset Management
New York
$2.05M
AA
152
Alesco Advisors
New York
$1.97M +$427K +5,325 +28%
HCP
153
Holt Capital Partners
Texas
$1.92M -$10K -125 -0.5%
CT
154
Coastline Trust
Rhode Island
$1.91M -$86.2K -1,075 -4%
AssetMark Inc
155
AssetMark Inc
California
$1.91M -$2.89M -36,057 -60%
HDIM
156
Hanson & Doremus Investment Management
Vermont
$1.88M +$322K +4,020 +21%
PSUF
157
People's United Financial
Connecticut
$1.83M
CA
158
Cetera Advisors
Colorado
$1.82M +$225K +2,804 +14%
RT
159
Reliance Trust
Georgia
$1.82M +$28.1K +351 +2%
CP
160
Camelot Portfolios
Ohio
$1.81M -$84.2K -1,050 -4%
ZF
161
Zhang Financial
Michigan
$1.79M +$241 +3 +0%
HNB
162
Huntington National Bank
Ohio
$1.79M
CB
163
Commerce Bank
Missouri
$1.78M +$261K +3,250 +17%
FBNAT
164
FirstMerit Bank N.A. Trustee
Ohio
$1.78M -$454K -5,663 -20%
IAS
165
INR Advisory Services
Pennsylvania
$1.76M +$1.76M +21,964 New
LG
166
LaFleur & Godfrey
Michigan
$1.76M -$1.32M -16,524 -43%
HI
167
Horizon Investments
North Carolina
$1.72M +$761K +9,489 +79%
FA
168
FCG Advisors
New Jersey
$1.68M -$12.2K -152 -0.7%
RFC
169
Regions Financial Corp
Alabama
$1.67M +$181K +2,262 +12%
RPA
170
Rock Point Advisors
Vermont
$1.65M -$86.6K -1,080 -5%
ST
171
Stifel Trust
Missouri
$1.63M -$266K -3,312 -14%
CWM
172
Cranbrook Wealth Management
Michigan
$1.53M +$823K +10,265 +116%
MA
173
MUFG Americas
New York
$1.53M +$787K +9,820 +106%
SIC
174
Schwartz Investment Counsel
Michigan
$1.53M +$666K +8,300 +77%
Deutsche Bank
175
Deutsche Bank
Germany
$1.49M +$227K +2,825 +18%

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.