Vanguard Short-Term Bond ETF
351 hedge funds and large institutions have $8.35B invested in Vanguard Short-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 124 reducing their positions, and 21 closing their positions.
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
14% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 124
1.68% more ownership
Funds ownership: 56.08% → 57.76% (+1.7%)
4% more capital invested
Capital invested by funds: $8.01B → $8.35B (+$336M)
1% more funds holding
Funds holding: 349 → 351 (+2)
6% less funds holding in top 10
Funds holding in top 10: 49 → 46 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$217M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$141M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$81.7M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$38.9M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$92M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$36.8M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$35.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.4M |
| 5 |
Goldman Sachs
New York
|
-$23.1M |
BSV Hedge Fund Activity: Q2 2014 in Review
351 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2014, worth a combined $8.35B — up 4.2% from $8.01B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BSV positions and 21 closed out — a net gain of 5 holders — while 141 added to existing stakes and 124 trimmed.
The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Wells Fargo, cutting an estimated $92M.
- 351 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2014, up from 349 in Q1 2014.
- Funds reported $8.35B of Vanguard Short-Term Bond ETF stock for Q2 2014, up 4.2% quarter-over-quarter.
- 26 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2014 and 21 closed out, a net change of +5 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $217M added.
- The largest Vanguard Short-Term Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $92M sold.
Based on aggregated 13F filings for Q2 2014.