Vanguard Short-Term Bond ETF
472 hedge funds and large institutions have $10.7B invested in Vanguard Short-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 190 increasing their positions, 142 reducing their positions, and 28 closing their positions.
150% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 28
34% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 142
16% more funds holding in top 10
Funds holding in top 10: 56 → 65 (+9)
9% more funds holding
Funds holding: 434 → 472 (+38)
1.6% more ownership
Funds ownership: 60.1% → 61.7% (+1.6%)
5% more capital invested
Capital invested by funds: $10.3B → $10.7B (+$469M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$124M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$98.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$54.8M |
| 4 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
+$48.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$45.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$94.4M |
| 2 |
AssetMark Inc
Concord,
California
|
-$75.8M |
| 3 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$47.3M |
| 4 |
Morgan Stanley
New York
|
-$20.6M |
| 5 |
Barclays
London,
United Kingdom
|
-$20.1M |
BSV Hedge Fund Activity: Q4 2015 in Review
472 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2015, worth a combined $10.7B — up 4.6% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new BSV positions and 28 closed out — a net gain of 42 holders — while 190 added to existing stakes and 142 trimmed.
The largest buyer was Bank of America, adding an estimated $124M. The largest seller was IndexIQ Advisors, cutting an estimated $94.4M.
- 472 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2015, up from 434 in Q3 2015.
- Funds reported $10.7B of Vanguard Short-Term Bond ETF stock for Q4 2015, up 4.6% quarter-over-quarter.
- 70 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2015 and 28 closed out, a net change of +42 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2015 was Bank of America, an estimated $124M added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2015 was IndexIQ Advisors, an estimated $94.4M sold.
Based on aggregated 13F filings for Q4 2015.