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Vanguard Intermediate-Term Bond ETF

233 hedge funds and large institutions have $4.39B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

53% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 66

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

18% more capital invested

Capital invested by funds: $3.73B → $4.39B (+$661M)

4% more funds holding

Funds holding: 223233 (+10)

2.23% more ownership

Funds ownership: 66.2%68.43% (+2.2%)

96% less call options, than puts

Call options by funds: $17K | Put options by funds: $433K

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
6.51%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.84%
New
24
Increased
101
Reduced
66
Closed
13
Calls
$17K
Puts
$433K
Net Calls
-$416K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
226
James Investment Research
Ohio
$8K -$21K -250 -71%
SGC
227
South Georgia Capital
Illinois
$8K
FIB
228
First Interstate Bank
Montana
$8K +$8.41K +100 New
HR
229
Howe & Rusling
New York
$6K -$1.09K -13 -16%
PG
230
Patten Group
Tennessee
$3.39K +$3.37K +40 New
JFA
231
JNBA Financial Advisors
Minnesota
$2K
MAS
232
Madden Advisory Services
Florida
$2K
SEI Investments
233
SEI Investments
Pennsylvania
$2K +$2.02K +24 New
AUIM
234
Aegon USA Investment Management
Iowa
-$106M -1,247,481 Closed
Jane Street
235
Jane Street
New York
-$18.3M -217,759 Closed
BCM
236
Bluefin Capital Management
New York
-$7.91M -94,282 Closed
PRS
237
Pinkerton Retirement Specialists
Idaho
-$6.2M -73,933 Closed
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
-$492K -5,864 Closed
TCM
239
Traynor Capital Management
Pennsylvania
-$247K -2,946 Closed
PIM
240
Penobscot Investment Management
Massachusetts
-$229K -2,732 Closed
FFC
241
First Financial Corp
Indiana
-$68K -814 Closed
AWA
242
AmeriServ Wealth Advisors
Pennsylvania
-$25K -300 Closed
RCG
243
Ruggie Capital Group
Florida
-$21K -250 Closed
LWM
244
LBA Wealth Management
Florida
-$17K -200 Closed
S
245
SignatureFD
Georgia
-$15K -180 Closed
FNBT
246
FineMark National Bank & Trust
Florida
-$2K -21 Closed

BIV Hedge Fund Activity: Q3 2015 in Review

233 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2015, worth a combined $4.39B — up 18% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BIV positions and 13 closed out — a net gain of 11 holders — while 101 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $1.27B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $106M sold.

  • 233 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2015, up from 223 in Q2 2015.
  • Funds reported $4.39B of Vanguard Intermediate-Term Bond ETF stock for Q3 2015, up 18% quarter-over-quarter.
  • 24 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2015 and 13 closed out, a net change of +11 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.27B added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2015.