Vanguard Short-Term Bond ETF
650 hedge funds and large institutions have $15B invested in Vanguard Short-Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 244 increasing their positions, 204 reducing their positions, and 44 closing their positions.
175% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 44
20% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 204
14% more funds holding in top 10
Funds holding in top 10: 66 → 75 (+9)
13% more funds holding
Funds holding: 576 → 650 (+74)
5% more capital invested
Capital invested by funds: $14.3B → $15B (+$697M)
0.99% more ownership
Funds ownership: 62.41% → 63.4% (+0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$211M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$104M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$73.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$50.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$35.5M |
| 2 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$27.9M |
| 3 |
PI
Pachira Investments
Dana Point,
California
|
-$24.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$21.1M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$19.1M |
BSV Hedge Fund Activity: Q4 2017 in Review
650 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2017, worth a combined $15B — up 4.9% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new BSV positions and 44 closed out — a net gain of 77 holders — while 244 added to existing stakes and 204 trimmed.
The largest buyer was Wells Fargo, adding an estimated $211M. The largest seller was Brinker Capital Investments, cutting an estimated $35.5M.
- 650 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2017, up from 576 in Q3 2017.
- Funds reported $15B of Vanguard Short-Term Bond ETF stock for Q4 2017, up 4.9% quarter-over-quarter.
- 121 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2017 and 44 closed out, a net change of +77 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2017 was Wells Fargo, an estimated $211M added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2017 was Brinker Capital Investments, an estimated $35.5M sold.
Based on aggregated 13F filings for Q4 2017.