We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

362 hedge funds and large institutions have $8.57B invested in Vanguard Short-Term Bond ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 158 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 118

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

3% more funds holding

Funds holding: 350362 (+12)

2.7% more ownership

Funds ownership: 57.76%60.46% (+2.7%)

2% more capital invested

Capital invested by funds: $8.37B → $8.57B (+$196M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $400K

Holders
362
Holders Change
+12
Holders Change %
+3.43%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
1.42%
New
30
Increased
158
Reduced
118
Closed
16
Calls
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
151
Cullen/Frost Bankers
Texas
$2.04M -$525K -6,549 -20%
AI
152
Atria Investments
North Carolina
$2.03M +$89K +1,111 +5%
PPA
153
Parametric Portfolio Associates
Washington
$2.03M +$298K +3,714 +17%
RFS
154
Rockefeller Financial Services
New York
$2.02M -$33.7K -420 -2%
HDIM
155
Hanson & Doremus Investment Management
Vermont
$2.01M +$50.3K +627 +3%
PMG
156
ProVise Management Group
Florida
$2M -$74.1K -924 -4%
CA
157
Cetera Advisors
Colorado
$1.95M +$109K +1,365 +6%
VFS
158
VSR Financial Services
Kansas
$1.92M +$497K +6,195 +35%
HCP
159
Holt Capital Partners
Texas
$1.91M
DADC
160
D.A. Davidson & Co
Montana
$1.89M +$1.06M +13,252 +128%
ZF
161
Zhang Financial
Michigan
$1.79M +$240 +3 +0%
Lazard Asset Management
162
Lazard Asset Management
New York
$1.79M
IAS
163
INR Advisory Services
Pennsylvania
$1.76M
KeyBank National Association
164
KeyBank National Association
Ohio
$1.74M +$84.6K +1,055 +5%
PSUF
165
People's United Financial
Connecticut
$1.73M +$6.89K +86 +0.4%
CT
166
Coastline Trust
Rhode Island
$1.7M -$148K -1,850 -8%
ST
167
Stifel Trust
Missouri
$1.7M +$64K +799 +4%
DD
168
Dominick & Dominick
New York
$1.68M -$40.1K -500 -2%
FA
169
FCG Advisors
New Jersey
$1.66M +$241K +3,001 +17%
RPA
170
Rock Point Advisors
Vermont
$1.6M -$17.2K -215 -1%
CBB
171
Citizens Business Bank
California
$1.57M -$30.2K -377 -2%
BFEC
172
Benjamin F. Edwards & Company
Missouri
$1.52M +$146K +1,827 +11%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$1.51M +$12.3K +154 +0.8%
NL
174
NWAM LLC
Washington
$1.49M +$36.1K +451 +2%
EWM
175
Empirical Wealth Management
Washington
$1.49M -$105K -1,307 -7%

BSV Hedge Fund Activity: Q3 2014 in Review

362 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2014, worth a combined $8.57B — up 2.3% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BSV positions and 16 closed out — a net gain of 14 holders — while 158 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $165M. The largest seller was Bank of America, cutting an estimated $257M.

  • 362 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2014, up from 350 in Q2 2014.
  • Funds reported $8.57B of Vanguard Short-Term Bond ETF stock for Q3 2014, up 2.3% quarter-over-quarter.
  • 30 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2014 and 16 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $165M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2014 was Bank of America, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2014.