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Vanguard Intermediate-Term Bond ETF

261 hedge funds and large institutions have $5.23B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

19% more capital invested

Capital invested by funds: $4.39B → $5.23B (+$842M)

12% more funds holding

Funds holding: 233261 (+28)

4.13% more ownership

Funds ownership: 68.43%72.56% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0% more call options, than puts

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

Holders
261
Holders Change
+28
Holders Change %
+12.02%
% of All Funds
6.85%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
50
Increased
102
Reduced
64
Closed
18
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
226
BlackRock
New York
$89K +$89.8K +1,067 New
VNA
227
Valley National Advisers
Pennsylvania
$70K -$94.3K -1,120 -57%
IWMPD
228
Integrated Wealth Management (Palm Desert)
California
$68K
KT
229
Kanaly Trust
Texas
$60K
SAM
230
Shamrock Asset Management
Texas
$60K
WA
231
WFG Advisors
Texas
$52K -$5.22K -62 -9%
HNB
232
Huntington National Bank
Ohio
$52K
BFEC
233
Benjamin F. Edwards & Company
Missouri
$50K +$337 +4 +0.7%
PCTC
234
Perkins Coie Trust Company
Washington
$49K
WRM
235
Westport Resources Management
Connecticut
$47K +$48K +570 New
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$46K
CLOS
237
Compagnie Lombard Odier SCmA
Switzerland
$42K +$42.8K +508 New
PFG
238
Piershale Financial Group
Illinois
$38K +$38.4K +456 New
RFA
239
Reilly Financial Advisors
California
$36K -$4.63K -55 -11%
CAL
240
Capital Analysts LLC
Pennsylvania
$31.8K +$32.2K +383 New
PMFA
241
Plante Moran Financial Advisors
Michigan
$31K +$31.9K +379 New
NC
242
NewSquare Capital
Pennsylvania
$29K -$16.4K -195 -36%
WEC
243
Winslow Evans & Crocker
Massachusetts
$28.2K +$4.21K +50 +17%
PG
244
Patten Group
Tennessee
$25.7K +$22.7K +270 +675%
HDIM
245
Hanson & Doremus Investment Management
Vermont
$24K
CHP
246
Cable Hill Partners
Oregon
$22K -$1.68K -20 -7%
ASN
247
Advisory Services Network
Georgia
$22K +$9.09K +108 +69%
GBT
248
Grove Bank & Trust
Florida
$21K +$21K +250 New
EWM
249
Endurance Wealth Management
Rhode Island
$15K
EWM
250
Evercore Wealth Management
New York
$15K +$14.7K +175 New

BIV Hedge Fund Activity: Q4 2015 in Review

261 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2015, worth a combined $5.23B — up 19% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BIV positions and 18 closed out — a net gain of 32 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $609M. The largest seller was Fifth Third Bancorp, cutting an estimated $18.7M.

  • 261 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2015, up from 233 in Q3 2015.
  • Funds reported $5.23B of Vanguard Intermediate-Term Bond ETF stock for Q4 2015, up 19% quarter-over-quarter.
  • 50 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2015 and 18 closed out, a net change of +32 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2015 was Bank of America, an estimated $609M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2015 was Fifth Third Bancorp, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.