Vanguard Short-Term Bond ETF
496 hedge funds and large institutions have $11B invested in Vanguard Short-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 159 reducing their positions, and 32 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 159
31% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 32
1% more funds holding
Funds holding: 491 → 496 (+5)
5% less capital invested
Capital invested by funds: $11.6B → $11B (-$567M)
2.76% less ownership
Funds ownership: 62.25% → 59.49% (-2.8%)
4% less funds holding in top 10
Funds holding in top 10: 67 → 64 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$91.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$55.8M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$49.7M |
| 4 |
JP Morgan Chase
New York
|
+$38.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$608M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$92.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$81.3M |
| 4 |
AssetMark Inc
Concord,
California
|
-$78.4M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$63.6M |
BSV Hedge Fund Activity: Q2 2016 in Review
496 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2016, worth a combined $11B — down 4.9% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new BSV positions and 32 closed out — a net gain of 10 holders — while 215 added to existing stakes and 159 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $91.9M. The largest seller was Bank of America, cutting an estimated $608M.
- 496 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2016, up from 491 in Q1 2016.
- Funds reported $11B of Vanguard Short-Term Bond ETF stock for Q2 2016, down 4.9% quarter-over-quarter.
- 42 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2016 and 32 closed out, a net change of +10 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q2 2016 was IndexIQ Advisors, an estimated $91.9M added.
- The largest Vanguard Short-Term Bond ETF seller in Q2 2016 was Bank of America, an estimated $608M sold.
Based on aggregated 13F filings for Q2 2016.