We are live on ! Find out more
BIV icon

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
WP
251
WealthPLAN Partners
Nebraska
$12.1K +$36.6K +435 New
BWA
252
Burt Wealth Advisors
Maryland
$12K
LNB
253
Ledyard National Bank
$11K
DAM
254
Delta Asset Management
Tennessee
$10K -$8.42K -100 -44%
BC
255
Bartlett & Co
Ohio
$10K
AP
256
Atwood & Palmer
Missouri
$10K +$9.93K +118 New
Northern Trust
257
Northern Trust
Illinois
$9K -$49.4K -587 -5%
FIB
258
First Interstate Bank
Montana
$8K
JIR
259
James Investment Research
Ohio
$8K
CTC
260
Central Trust Company
Missouri
$7K +$7.32K +87 New
HR
261
Howe & Rusling
New York
$6K
JFA
262
JNBA Financial Advisors
Minnesota
$2K
AllianceBernstein
263
AllianceBernstein
Tennessee
-$11.8M -139,665 Closed
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
-$8.49M -100,125 Closed
SSG
265
Summit Securities Group
New York
-$8.48M -100,000 Closed
MWM
266
Merriman Wealth Management
Washington
-$8.24M -97,084 Closed
VKH
267
Virtu KCG Holdings
New York
-$2.29M -27,005 Closed
MIAN
268
Mariner Independent Advisor Network
Kansas
-$2.23M -26,342 Closed
AP
269
Advisors Preferred
Maryland
-$2M -23,518 Closed
ACM
270
Argentus Capital Management
Texas
-$1.97M -23,406 Closed
Barclays
271
Barclays
United Kingdom
-$1.26M -14,946 Closed
KeyBank National Association
272
KeyBank National Association
Ohio
-$511K -6,019 Closed
CCS
273
Crosspoint Capital Strategies
California
-$290K -3,417 Closed
HIMC
274
Heritage Investors Management Corp
Maryland
-$255K -3,000 Closed
CWM
275
Concert Wealth Management
California
-$248K -2,900 Closed

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.