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Vanguard Short-Term Bond ETF

362 hedge funds and large institutions have $8.57B invested in Vanguard Short-Term Bond ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 158 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 118

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

3% more funds holding

Funds holding: 350362 (+12)

2.7% more ownership

Funds ownership: 57.76%60.46% (+2.7%)

2% more capital invested

Capital invested by funds: $8.37B → $8.57B (+$196M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $400K

Holders
362
Holders Change
+12
Holders Change %
+3.43%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
1.42%
New
30
Increased
158
Reduced
118
Closed
16
Calls
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
RT
201
Reliance Trust
Georgia
$857K -$26.9K -335 -3%
KPCM
202
Kings Point Capital Management
New York
$848K +$142K +1,773 +20%
CCM
203
Coldstream Capital Management
Washington
$836K -$93K -1,160 -10%
BAC
204
Boys Arnold & Co
North Carolina
$825K
RC
205
RegentAtlantic Capital
New Jersey
$823K +$9.78K +122 +1%
CS
206
Comerica Securities
Michigan
$795K +$554K +6,914 +229%
ACS
207
Archford Capital Strategies
Illinois
$764K -$28.5K -356 -4%
FC
208
Forte Capital
New York
$747K +$748K +9,330 New
HCMT
209
Highland Capital Management (Tennessee)
Tennessee
$737K +$61.1K +762 +9%
WCM
210
Weik Capital Management
Pennsylvania
$735K +$8.02K +100 +1%
DC
211
Davenport & Co
Virginia
$732K +$4.01K +50 +0.5%
FIM
212
Freedom Investment Management
Connecticut
$731K -$45.8K -572 -6%
IFB
213
iAB Financial Bank
Indiana
$721K +$72.5K +905 +11%
BSW
214
Buckingham Strategic Wealth
Missouri
$720K -$10.3K -128 -1%
HH
215
Hilltop Holdings
Texas
$711K -$56.1K -700 -7%
SFPM
216
Sensible Financial Planning & Management
Massachusetts
$696K +$697K +8,691 New
CCT
217
Country Club Trust
Missouri
$693K -$21.2K -264 -3%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$680K -$93.6K -1,168 -12%
EC
219
Estate Counselors
Wisconsin
$677K -$495K -6,180 -42%
WCA
220
Westover Capital Advisors
Delaware
$660K -$12.8K -160 -2%
Invesco
221
Invesco
Georgia
$657K -$29.5K -368 -4%
AT
222
Acadia Trust
Maine
$646K +$647K +8,075 New
BFA
223
Bragg Financial Advisors
North Carolina
$644K
HIS
224
Horizon Investment Services
Indiana
$635K -$8.02K -100 -1%
FTIOP
225
Fiduciary Trust International of Pennsylvania
Pennsylvania
$612K -$460K -5,735 -43%

BSV Hedge Fund Activity: Q3 2014 in Review

362 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2014, worth a combined $8.57B — up 2.3% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BSV positions and 16 closed out — a net gain of 14 holders — while 158 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $165M. The largest seller was Bank of America, cutting an estimated $257M.

  • 362 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2014, up from 350 in Q2 2014.
  • Funds reported $8.57B of Vanguard Short-Term Bond ETF stock for Q3 2014, up 2.3% quarter-over-quarter.
  • 30 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2014 and 16 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $165M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2014 was Bank of America, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2014.