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Vanguard Short-Term Inflation-Protected Securities Index Fund

140 hedge funds and large institutions have $1.11B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

24% more capital invested

Capital invested by funds: $892M → $1.11B (+$213M)

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

12% more funds holding

Funds holding: 125140 (+15)

Holders
140
Holders Change
+15
Holders Change %
+12%
% of All Funds
3.67%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.45%
New
29
Increased
51
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$145M +$42M +868,046 +41%
JP Morgan Chase
2
JP Morgan Chase
New York
$132M +$129M +2,678,237 +5,457%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$98.3M +$18.8M +387,994 +24%
UCFA
4
United Capital Financial Advisors
Texas
$94.6M +$18.2M +376,856 +24%
AA
5
Alesco Advisors
New York
$51.6M +$646K +13,354 +1%
FT
6
Fiduciary Trust
Massachusetts
$47.9M +$10.7M +221,455 +29%
Morgan Stanley
7
Morgan Stanley
New York
$36.4M -$364K -7,523 -1%
EWM
8
Empirical Wealth Management
Washington
$33.5M +$3.51M +72,494 +12%
AssetMark Inc
9
AssetMark Inc
California
$31.8M -$21.6M -446,740 -40%
WCM
10
Windham Capital Management
Massachusetts
$31.4M -$12.2M -251,488 -28%
Betterment LLC
11
Betterment LLC
New York
$26.4M +$5.37M +111,011 +26%
BIA
12
Barry Investment Advisors
Massachusetts
$24.6M -$1.09M -22,473 -4%
Bank of America
13
Bank of America
North Carolina
$21.7M +$4.36M +90,160 +25%
State of Tennessee, Department of Treasury
14
State of Tennessee, Department of Treasury
Tennessee
$20.1M +$851K +17,600 +4%
SEI Investments
15
SEI Investments
Pennsylvania
$16.3M +$3.55M +73,426 +28%
JFG
16
JMG Financial Group
Illinois
$15.8M -$620K -12,830 -4%
RJA
17
Raymond James & Associates
Florida
$14.8M +$2.96M +61,189 +25%
SFS
18
Summit Financial Strategies
Ohio
$14.2M +$475K +9,826 +3%
MFP
19
Mosaic Financial Partners
California
$13.6M +$910K +18,826 +7%
NYLIM
20
New York Life Investment Management
New York
$13.2M +$1.61M +33,260 +14%
APCM
21
Alaska Permanent Capital Management
Alaska
$11.9M +$3.27M +67,682 +38%
FHB
22
First Hawaiian Bank
Hawaii
$10.6M +$269K +5,568 +3%
BlackRock
23
BlackRock
New York
$9.9M +$9.9M +204,770 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$9.85M +$530K +10,972 +6%
FAAS
25
First Allied Advisory Services
California
$9.37M -$475K -9,832 -5%