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Vanguard Short-Term Bond ETF

417 hedge funds and large institutions have $9.48B invested in Vanguard Short-Term Bond ETF in 2015 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 160 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

1% more capital invested

Capital invested by funds: $9.4B → $9.48B (+$81M)

0% more funds holding

Funds holding: 415417 (+2)

0% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 160

0.16% less ownership

Funds ownership: 60.23%60.07% (-0.16%)

8% less funds holding in top 10

Funds holding in top 10: 5349 (-4)

Holders
417
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
11.23%
Holding in Top 10
49
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.55%
% of All Funds
1.32%
New
37
Increased
160
Reduced
160
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Managed Account Advisors
New Jersey
$1.15B +$268M +3,333,160 +30%
Wells Fargo
2
Wells Fargo
California
$990M +$54.6M +679,842 +6%
Bank of America
3
Bank of America
North Carolina
$948M -$76.4M -952,217 -7%
TCT
4
TIAA CREF Trust
Missouri
$863M +$46.4M +578,629 +6%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$766M +$30.5M +379,355 +4%
AUIM
6
Aegon USA Investment Management
Iowa
$657M -$67.8M -844,099 -9%
Morgan Stanley
7
Morgan Stanley
New York
$559M -$526K -6,553 -0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$352M +$42.6M +530,821 +14%
IA
9
IndexIQ Advisors
New York
$310M +$182M +2,266,472 +141%
UBS Group
10
UBS Group
Switzerland
$171M +$9.43M +117,496 +6%
USAA
11
United Services Automobile Association
Texas
$127M
TAIM
12
TD Ameritrade Investment Management
Nebraska
$97.4M +$4.87M +60,631 +5%
SB
13
Suntrust Banks
Georgia
$81.4M +$121K +1,505 +0.1%
ZB
14
Zions Bancorporation
Utah
$81.4M +$25.9M +322,386 +47%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$67.3M +$5.51M +68,603 +9%
Stifel Financial
16
Stifel Financial
Missouri
$67.1M -$4.34M -54,041 -6%
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$58.7M +$8.57M +106,744 +17%
PCA
18
Personal Capital Advisors
California
$56.3M +$12.5M +156,204 +29%
AA
19
ALPS Advisors
Colorado
$52.4M -$1.77M -22,081 -3%
IH
20
IFC Holdings
Florida
$52M +$4.59M +57,232 +10%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$50.5M +$6.19M +77,115 +14%
EFM
22
Equinox Fund Management
Colorado
$50.3M
Citigroup
23
Citigroup
New York
$48.2M -$3.62M -45,116 -7%
EA
24
Efficient Advisors
Ohio
$46.2M +$920K +11,460 +2%
LPL Financial
25
LPL Financial
California
$45.8M -$2.25M -28,031 -5%

BSV Hedge Fund Activity: Q2 2015 in Review

417 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2015, worth a combined $9.48B — up 0.86% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BSV positions and 28 closed out — a net gain of 9 holders — while 160 added to existing stakes and 160 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $268M. The largest seller was AssetMark Inc, cutting an estimated $200M.

  • 417 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2015, up from 415 in Q1 2015.
  • Funds reported $9.48B of Vanguard Short-Term Bond ETF stock for Q2 2015, up 0.86% quarter-over-quarter.
  • 37 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2015 and 28 closed out, a net change of +9 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $268M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2015 was AssetMark Inc, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2015.