Vanguard Intermediate-Term Bond ETF
BIV
218 hedge funds and large institutions have $3.56B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 18 closing their positions.
106% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 18
100% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 50
40% more capital invested
Capital invested by funds: $2.55B → $3.56B (+$1.01B)
39% more funds holding in top 10
Funds holding in top 10: 18 → 25 (+7)
7% more funds holding
Funds holding: 203 → 218 (+15)
5.41% more ownership
Funds ownership: 62.88% → 68.29% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$327M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$275M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$125M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$248M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.32M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$6.43M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$5.18M |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
-$4.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
226
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| – | -$508K | -6,000 | Closed |
|
|
CWM
227
Concert Wealth Management
San Jose,
California
| – | -$506K | -5,968 | Closed |
|
|
FA
228
FDx Advisors
Chicago,
Illinois
| – | -$413K | -4,872 | Closed |
|
|
LFG
229
LifePlan Financial Group
Dayton,
Ohio
| – | -$335K | -3,958 | Closed |
|
230
AssetMark Inc
Concord,
California
| – | -$214K | -2,522 | Closed |
|
|
GWCM
231
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| – | -$59K | -700 | Closed |
|
232
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$46K | -554 | Closed |
|
|
CP
233
Corbenic Partners
Bethlehem,
Pennsylvania
| – | -$28K | -331 | Closed |
|
234
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$25K | -288 | Closed |
|
|
CTC
235
Central Trust Company
Jefferson City,
Missouri
| – | -$7K | -85 | Closed |
|
236
SEI Investments
Oaks,
Pennsylvania
| – | -$4K | -47 | Closed |
|
|
MAS
237
Madden Advisory Services
Jacksonville,
Florida
| – | -$2K | -24 | Closed |
|
BIV Hedge Fund Activity: Q1 2015 in Review
218 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2015, worth a combined $3.56B — up 40% from $2.55B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BIV positions and 18 closed out — a net gain of 19 holders — while 100 added to existing stakes and 50 trimmed.
The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $248M.
- 218 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2015, up from 203 in Q4 2014.
- Funds reported $3.56B of Vanguard Intermediate-Term Bond ETF stock for Q1 2015, up 40% quarter-over-quarter.
- 37 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2015 and 18 closed out, a net change of +19 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $327M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $248M sold.
Based on aggregated 13F filings for Q1 2015.