Vanguard Short-Term Bond ETF
406 hedge funds and large institutions have $8.94B invested in Vanguard Short-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 129 reducing their positions, and 21 closing their positions.
243% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 21
16% more funds holding in top 10
Funds holding in top 10: 49 → 57 (+8)
16% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 129
12% more funds holding
Funds holding: 363 → 406 (+43)
1% more capital invested
Capital invested by funds: $8.84B → $8.94B (+$95.2M)
2.72% less ownership
Funds ownership: 60.46% → 57.74% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$327M |
| 2 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$149M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$128M |
| 4 |
AssetMark Inc
Concord,
California
|
+$82.9M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$59.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$703M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$79M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$76.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$64.6M |
| 5 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$35.7M |
BSV Hedge Fund Activity: Q4 2014 in Review
406 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2014, worth a combined $8.94B — up 1.1% from $8.84B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new BSV positions and 21 closed out — a net gain of 51 holders — while 149 added to existing stakes and 129 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $327M. The largest seller was Bank of America, cutting an estimated $703M.
- 406 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2014, up from 363 in Q3 2014.
- Funds reported $8.94B of Vanguard Short-Term Bond ETF stock for Q4 2014, up 1.1% quarter-over-quarter.
- 72 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2014 and 21 closed out, a net change of +51 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $327M added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2014 was Bank of America, an estimated $703M sold.
Based on aggregated 13F filings for Q4 2014.