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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
MFP
176
Mosaic Financial Partners
California
$1.49M +$2.17K +27 +0.1%
NL
177
NWAM LLC
Washington
$1.48M +$47.5K +592 +3%
CBB
178
Citizens Business Bank
California
$1.47M +$191K +2,377 +15%
BT
179
Beacon Trust
New Jersey
$1.47M +$499K +6,220 +51%
GAM
180
Gould Asset Management
California
$1.45M -$59.3K -740 -4%
BC
181
Bartlett & Co
Ohio
$1.43M -$49.7K -620 -3%
Two Sigma Investments
182
Two Sigma Investments
New York
$1.36M +$1.36M +17,005 New
BFEC
183
Benjamin F. Edwards & Company
Missouri
$1.36M +$172K +2,139 +14%
DD
184
Dominick & Dominick
New York
$1.36M
SCG
185
Strategic Capital Group
Washington
$1.35M +$1.3M +16,162 +2,453%
KeyBank National Association
186
KeyBank National Association
Ohio
$1.31M +$29.5K +368 +2%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$1.3M +$20K +250 +2%
HP
188
HT Partners
Connecticut
$1.29M -$4.92M -61,386 -79%
JFGIW
189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24M +$139K +1,735 +13%
PPA
190
Parametric Portfolio Associates
Washington
$1.24M +$30.3K +378 +3%
Bessemer Group
191
Bessemer Group
New Jersey
$1.23M +$286K +3,570 +30%
KCPG
192
Kavar Capital Partners Group
Kansas
$1.23M +$6.25K +78 +0.5%
CAN
193
Cetera Advisor Networks
California
$1.22M +$79K +985 +7%
HB
194
Homrich & Berg
Georgia
$1.21M -$98.4K -1,227 -8%
EC
195
Estate Counselors
Wisconsin
$1.21M +$965K +12,030 +392%
CB
196
Chemical Bank
Michigan
$1.19M -$4.01K -50 -0.3%
CSIC
197
Clifford Swan Investment Counsel
California
$1.18M +$12.4K +155 +1%
RMA
198
Roffman Miller Associates
Pennsylvania
$1.16M -$170K -2,120 -13%
CWM
199
Concert Wealth Management
California
$1.16M -$25.2K -314 -2%
FNBT
200
FineMark National Bank & Trust
Florida
$1.15M +$162K +2,017 +16%

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.