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Vanguard Short-Term Bond ETF

415 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $8.34B → $9.4B (+$1.06B)

2.5% more ownership

Funds ownership: 57.74%60.23% (+2.5%)

2% more funds holding

Funds holding: 405415 (+10)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.06%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.41%
New
51
Increased
174
Reduced
138
Closed
34
Calls
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
176
Commerce Bank
Missouri
$1.79M -$2.01K -25 -0.1%
KeyBank National Association
177
KeyBank National Association
Ohio
$1.78M -$9.47K -118 -0.5%
AP
178
Advisors Preferred
Maryland
$1.74M +$62.6K +780 +4%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$1.74M +$138K +1,714 +9%
TFA
180
Transamerica Financial Advisors
Florida
$1.73M -$457K -5,690 -21%
CAN
181
Cetera Advisor Networks
California
$1.66M -$138K -1,719 -8%
GWM
182
Greenwich Wealth Management
Connecticut
$1.63M +$9.23K +115 +0.6%
NL
183
NWAM LLC
Washington
$1.6M +$217K +2,707 +16%
REMPR
184
Roof Eidam Maycock Peralta (REMP)
California
$1.59M +$21.7K +270 +1%
PAG
185
Private Advisor Group
New Jersey
$1.57M +$58.8K +732 +4%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$1.57M +$174K +2,170 +13%
BAC
187
Boys Arnold & Co
North Carolina
$1.55M
PSUF
188
People's United Financial
Connecticut
$1.51M -$10.6K -132 -0.7%
FA
189
FCG Advisors
New Jersey
$1.48M -$127K -1,577 -8%
PIM
190
Penobscot Investment Management
Massachusetts
$1.47M -$31.3K -390 -2%
EWM
191
Empirical Wealth Management
Washington
$1.46M +$24.6K +307 +2%
LA
192
LVW Advisors
New York
$1.44M -$74.2K -924 -5%
NG
193
Northstar Group
New York
$1.41M +$102K +1,267 +8%
PWM
194
Perigon Wealth Management
California
$1.4M +$1.39M +17,374 New
ACP
195
Ashfield Capital Partners
California
$1.37M -$1.04M -13,004 -43%
FA
196
FDx Advisors
Illinois
$1.34M -$50.8K -633 -4%
RFS
197
Rockefeller Financial Services
New York
$1.32M -$30.8K -384 -2%
DC
198
Davenport & Co
Virginia
$1.32M +$563K +7,015 +75%
RPA
199
Rock Point Advisors
Vermont
$1.29M -$125K -1,563 -9%
RG
200
Rathbones Group
United Kingdom
$1.26M +$1.03M +12,770 +445%

BSV Hedge Fund Activity: Q1 2015 in Review

415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2015, worth a combined $9.4B — up 13% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSV positions and 34 closed out — a net gain of 17 holders — while 174 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $324M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $306M.

  • 415 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2015, up from 405 in Q4 2014.
  • Funds reported $9.4B of Vanguard Short-Term Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2015 and 34 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $324M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $306M sold.

Based on aggregated 13F filings for Q1 2015.