We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

491 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $10.4B → $11.6B (+$1.21B)

4% more funds holding

Funds holding: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 175

0.55% more ownership

Funds ownership: 61.7%62.25% (+0.55%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
176
Asset Management Group
Connecticut
$2.74M -$27.4K -342 -1%
BUB
177
BBVA USA Bancshares
Texas
$2.73M +$434K +5,416 +19%
CT
178
Coastline Trust
Rhode Island
$2.7M -$16.8K -210 -0.6%
YP
179
Yellowstone Partners
Idaho
$2.69M +$1.48M +18,521 +124%
SWP
180
Stratos Wealth Partners
Ohio
$2.67M -$80.7K -1,007 -3%
WF
181
Welch & Forbes
Massachusetts
$2.66M -$58.9K -735 -2%
JIR
182
James Investment Research
Ohio
$2.63M -$40.1K -500 -2%
PCM
183
Perritt Capital Management
Illinois
$2.62M -$110K -1,369 -4%
MFT
184
Moisand Fitzgerald Tamayo
Florida
$2.62M +$70.5K +880 +3%
AW
185
Alpha Windward
Massachusetts
$2.62M +$51.5K +642 +2%
CIM
186
Cambria Investment Management
California
$2.6M -$4.87M -60,708 -65%
EAM
187
Evanson Asset Management
California
$2.59M -$530K -6,607 -17%
AWM
188
Altavista Wealth Management
North Carolina
$2.59M -$86.9K -1,084 -3%
RIA
189
Regal Investment Advisors
Michigan
$2.59M -$409K -5,106 -14%
SWM
190
SVA Wealth Management
Wisconsin
$2.49M -$1.15M -14,389 -32%
NEPWA
191
New England Private Wealth Advisors
Massachusetts
$2.45M -$9.14K -114 -0.4%
Lazard Asset Management
192
Lazard Asset Management
New York
$2.4M
CFA
193
Cahill Financial Advisors
Minnesota
$2.37M -$164K -2,048 -7%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$2.36M +$502K +6,267 +27%
BBA
195
BLB&B Advisors
Pennsylvania
$2.31M -$63.9K -797 -3%
EAMA
196
EFG Asset Management (Americas)
Florida
$2.25M -$101K -1,265 -4%
HL
197
HeadInvest LLC
Maine
$2.24M -$21.6K -270 -1%
RBC
198
Ronald Blue & Co
Georgia
$2.24M +$2.23M +27,828 New
VFA
199
Voya Financial Advisors
Connecticut
$2.2M +$356K +4,442 +19%
HDIM
200
Hanson & Doremus Investment Management
Vermont
$2.17M -$81.9K -1,022 -4%

BSV Hedge Fund Activity: Q1 2016 in Review

491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2016, worth a combined $11.6B — up 12% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BSV positions and 30 closed out — a net gain of 26 holders — while 190 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $138M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18M.

  • 491 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2016, up from 471 in Q4 2015.
  • Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2016 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2016 was TD Ameritrade Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2016.