Vanguard Short-Term Bond ETF
574 hedge funds and large institutions have $14.3B invested in Vanguard Short-Term Bond ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 250 increasing their positions, 201 reducing their positions, and 42 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 201
24% more capital invested
Capital invested by funds: $11.6B → $14.3B (+$2.76B)
14% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 42
9.74% more ownership
Funds ownership: 52.66% → 62.41% (+9.7%)
2% more funds holding in top 10
Funds holding in top 10: 65 → 66 (+1)
0% less funds holding
Funds holding: 575 → 574 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.32B |
| 2 |
IA
IndexIQ Advisors
New York
|
+$232M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$231M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$90.9M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$200M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$140M |
| 3 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$38.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$36.2M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$36.1M |
BSV Hedge Fund Activity: Q3 2017 in Review
574 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2017, worth a combined $14.3B — up 24% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new BSV positions and 42 closed out — a net gain of 6 holders — while 250 added to existing stakes and 201 trimmed.
The largest buyer was Bank of America, adding an estimated $2.32B. The largest seller was Catalyst Capital Advisors, cutting an estimated $200M.
- 574 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2017, down from 575 in Q2 2017.
- Funds reported $14.3B of Vanguard Short-Term Bond ETF stock for Q3 2017, up 24% quarter-over-quarter.
- 48 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2017 and 42 closed out, a net change of +6 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q3 2017 was Bank of America, an estimated $2.32B added.
- The largest Vanguard Short-Term Bond ETF seller in Q3 2017 was Catalyst Capital Advisors, an estimated $200M sold.
Based on aggregated 13F filings for Q3 2017.