Vanguard Short-Term Bond ETF
434 hedge funds and large institutions have $10.3B invested in Vanguard Short-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 167 increasing their positions, 148 reducing their positions, and 20 closing their positions.
95% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 20
14% more funds holding in top 10
Funds holding in top 10: 49 → 56 (+7)
13% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 148
4% more funds holding
Funds holding: 418 → 434 (+16)
5% more capital invested
Capital invested by funds: $9.81B → $10.3B (+$448M)
0.02% more ownership
Funds ownership: 60.08% → 60.1% (+0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.34B |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$405M |
| 3 |
AssetMark Inc
Concord,
California
|
+$133M |
| 4 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$86.4M |
| 5 |
Morgan Stanley
New York
|
+$57.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$657M |
| 2 |
IA
IndexIQ Advisors
New York
|
-$117M |
| 3 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$29M |
| 4 |
RW
Rand Wealth
Baltimore,
Maryland
|
-$14.6M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$12.3M |
BSV Hedge Fund Activity: Q3 2015 in Review
434 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2015, worth a combined $10.3B — up 4.6% from $9.81B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BSV positions and 20 closed out — a net gain of 19 holders — while 167 added to existing stakes and 148 trimmed.
The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $657M sold.
- 434 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2015, up from 418 in Q2 2015.
- Funds reported $10.3B of Vanguard Short-Term Bond ETF stock for Q3 2015, up 4.6% quarter-over-quarter.
- 39 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2015 and 20 closed out, a net change of +19 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.34B added.
- The largest Vanguard Short-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $657M sold.
Based on aggregated 13F filings for Q3 2015.