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Vanguard Short-Term Bond ETF

1,159 hedge funds and large institutions have $27B invested in Vanguard Short-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 442 increasing their positions, 460 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 90

0% less funds holding

Funds holding: 1,1641,159 (-5)

0.5% less ownership

Funds ownership: 72.4%71.9% (-0.5%)

1% less funds holding in top 10

Funds holding in top 10: 156155 (-1)

4% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 460

11% less capital invested

Capital invested by funds: $30.3B → $27B (-$3.36B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $654K

Holders
1,159
Holders Change
-5
Holders Change %
-0.43%
% of All Funds
18.28%
Holding in Top 10
155
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.64%
% of All Funds
2.44%
New
98
Increased
442
Reduced
460
Closed
90
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.09B +$260M +3,278,536 +9%
Morgan Stanley
2
Morgan Stanley
New York
$3.08B +$107M +1,348,506 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.59B -$3.99B -50,325,520 -60%
Bank of America
4
Bank of America
North Carolina
$1.26B +$373K +4,703 +0%
PCA
5
Personal Capital Advisors
California
$1.03B +$43.8M +551,573 +4%
Wells Fargo
6
Wells Fargo
California
$852M +$8.61M +108,478 +1%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$701M +$87.5M +1,102,126 +14%
BCMIO
8
Beacon Capital Management Inc (Ohio)
Ohio
$630M +$494M +6,222,807 +333%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$498M +$963K +12,134 +0.2%
LPL Financial
10
LPL Financial
California
$430M -$14.6M -183,359 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$408M +$40.4M +508,586 +11%
UBS Group
12
UBS Group
Switzerland
$382M +$25.5M +321,743 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$362M +$38.7M +487,858 +11%
AAS
14
Avantax Advisory Services
Texas
$333M +$335M +4,221,971 +9,099%
MIM
15
MetLife Investment Management
New Jersey
$330M +$476K +6,000 +0.1%
Citadel Advisors
16
Citadel Advisors
Florida
$328M +$258M +3,246,802 +336%
AF
17
Allworth Financial
California
$278M -$172M -2,161,450 -38%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$256M +$1.3M +16,411 +0.5%
Ameriprise
19
Ameriprise
Minnesota
$252M +$18.5M +232,495 +8%
LNC
20
Lincoln National Corp
Pennsylvania
$239M -$6.67M -83,971 -3%
Truist Financial
21
Truist Financial
North Carolina
$237M -$103M -1,293,777 -30%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$226M -$171K -2,151 -0.1%
RJA
23
Raymond James & Associates
Florida
$205M -$7.2M -90,696 -3%
ST
24
Smithfield Trust
Pennsylvania
$199M +$12.9M +162,993 +7%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$191M +$10.5M +132,492 +6%

BSV Hedge Fund Activity: Q1 2022 in Review

1,159 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2022, worth a combined $27B — down 11% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BSV positions and 90 closed out — a net gain of 8 holders — while 442 added to existing stakes and 460 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $494M. The largest seller was JP Morgan Chase, cutting an estimated $3.99B.

  • 1,159 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2022, down from 1,164 in Q4 2021.
  • Funds reported $27B of Vanguard Short-Term Bond ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 98 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2022 and 90 closed out, a net change of +8 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2022 was Beacon Capital Management Inc (Ohio), an estimated $494M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $3.99B sold.

Based on aggregated 13F filings for Q1 2022.