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Vanguard Short-Term Bond ETF

993 hedge funds and large institutions have $18.7B invested in Vanguard Short-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 452 increasing their positions, 251 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 50

80% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 251

15% more funds holding in top 10

Funds holding in top 10: 109125 (+16)

13% more capital invested

Capital invested by funds: $16.5B → $18.7B (+$2.14B)

11% more funds holding

Funds holding: 892993 (+101)

2.98% more ownership

Funds ownership: 60.78%63.76% (+3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
993
Holders Change
+101
Holders Change %
+11.32%
% of All Funds
17.57%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
2.21%
New
170
Increased
452
Reduced
251
Closed
50
Calls
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$240K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.46B +$148M +1,790,347 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.14B +$168M +2,025,668 +9%
Bank of America
3
Bank of America
North Carolina
$1.43B -$14.3M -172,638 -1%
Wells Fargo
4
Wells Fargo
California
$795M -$29.3M -353,207 -4%
PCA
5
Personal Capital Advisors
California
$733M +$63M +760,105 +9%
WL
6
WIT LLC
District of Columbia
$487M +$487M +5,878,140 New
MIM
7
MetLife Investment Management
New Jersey
$395M +$395M +4,766,514 New
LPL Financial
8
LPL Financial
California
$390M +$68.4M +825,249 +21%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$356M +$4.65M +56,141 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$323M +$13M +157,358 +4%
UBS Group
11
UBS Group
Switzerland
$320M +$15.8M +190,580 +5%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$232M +$41.6M +501,668 +22%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$223M +$23.9M +288,586 +12%
Ameriprise
14
Ameriprise
Minnesota
$219M +$4.21M +50,776 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$216M -$386K -4,661 -0.2%
JP Morgan Chase
16
JP Morgan Chase
New York
$214M -$27.1M -327,242 -11%
MIS
17
Morningstar Investment Services
Illinois
$202M +$4.95M +59,783 +3%
Victory Capital Management
18
Victory Capital Management
Texas
$195M +$1.65M +19,867 +0.9%
ST
19
Smithfield Trust
Pennsylvania
$191M +$27.6M +333,053 +17%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$166M +$8.1M +97,727 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$161M +$23.3M +280,811 +17%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$152M +$10.6M +128,283 +8%
TI
23
Truepoint Inc
Ohio
$136M +$14.4M +173,438 +12%
Stifel Financial
24
Stifel Financial
Missouri
$135M +$5.54M +66,839 +4%
NA
25
NextCapital Advisers
Illinois
$131M +$59.8M +721,503 +84%

BSV Hedge Fund Activity: Q4 2020 in Review

993 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2020, worth a combined $18.7B — up 13% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new BSV positions and 50 closed out — a net gain of 120 holders — while 452 added to existing stakes and 251 trimmed.

The largest buyer was MetLife Investment Management, opening a new position worth an estimated $395M. The largest seller was Toews Corporation, exiting entirely with an estimated $193M sold.

  • 993 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2020, up from 892 in Q3 2020.
  • Funds reported $18.7B of Vanguard Short-Term Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 170 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2020 and 50 closed out, a net change of +120 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2020 was MetLife Investment Management, an estimated $395M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2020 was Toews Corporation, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2020.