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Vanguard Short-Term Bond ETF

659 hedge funds and large institutions have $16.4B invested in Vanguard Short-Term Bond ETF in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 259 increasing their positions, 243 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $15B → $16.4B (+$1.35B)

4.68% more ownership

Funds ownership: 63.4%68.08% (+4.7%)

2% more funds holding

Funds holding: 649659 (+10)

7% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 243

9% less funds holding in top 10

Funds holding in top 10: 7568 (-7)

Holders
659
Holders Change
+10
Holders Change %
+1.54%
% of All Funds
15.1%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.56%
New
64
Increased
259
Reduced
243
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.53B +$179M +2,283,651 +4%
TF
2
TIAA FSB
Florida
$1.51B +$59.9M +762,547 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.29B +$34.7M +441,410 +3%
Wells Fargo
4
Wells Fargo
California
$1B -$151M -1,915,879 -13%
Morgan Stanley
5
Morgan Stanley
New York
$706M +$70.5M +897,657 +11%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$452M +$11.8M +150,441 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$363M +$28.5M +363,070 +9%
BCMIO
8
Beacon Capital Management Inc (Ohio)
Ohio
$342M +$227M +2,890,678 +198%
FCFS
9
First Command Financial Services
Texas
$330M +$486M +6,182,165 New
FCAS
10
First Command Advisory Services
Texas
$330M +$479M +6,099,930 +7,452%
PCA
11
Personal Capital Advisors
California
$289M +$39M +495,879 +16%
IA
12
IndexIQ Advisors
New York
$258M -$25.4M -323,109 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$251M +$121M +1,540,257 +93%
USAA
14
United Services Automobile Association
Texas
$231M -$69.3M -881,711 -23%
TC
15
Toews Corporation
New Jersey
$197M +$197M +2,508,636 New
LPL Financial
16
LPL Financial
California
$193M +$87M +1,106,833 +82%
UBS Group
17
UBS Group
Switzerland
$184M +$6.38M +81,255 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$162M +$17.8M +226,833 +12%
Stifel Financial
19
Stifel Financial
Missouri
$140M -$7.87M -100,107 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$123M +$9.7M +123,469 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$103M -$1.68M -21,326 -2%
AG
22
Advisor Group
Arizona
$91.1M +$24.6M +312,568 +37%
AB
23
AT Bancorp
Iowa
$90.5M +$945K +12,029 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$89.4M +$14.3M +181,473 +19%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$86.5M +$12.3M +157,052 +17%

BSV Hedge Fund Activity: Q1 2018 in Review

659 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2018, worth a combined $16.4B — up 9% from $15B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BSV positions and 49 closed out — a net gain of 15 holders — while 259 added to existing stakes and 243 trimmed.

The largest buyer was First Command Financial Services, opening a new position worth an estimated $486M. The largest seller was Wells Fargo, cutting an estimated $151M.

  • 659 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2018, up from 649 in Q4 2017.
  • Funds reported $16.4B of Vanguard Short-Term Bond ETF stock for Q1 2018, up 9% quarter-over-quarter.
  • 64 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2018 and 49 closed out, a net change of +15 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2018 was First Command Financial Services, an estimated $486M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2018 was Wells Fargo, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2018.