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Vanguard Intermediate-Term Bond ETF

276 hedge funds and large institutions have $6.16B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103,400% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $1K

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 76

18% more capital invested

Capital invested by funds: $5.23B → $6.16B (+$932M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 261276 (+15)

0.46% more ownership

Funds ownership: 72.56%73.02% (+0.46%)

Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
7.35%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
40
Increased
116
Reduced
76
Closed
21
Calls
$1.03M
Puts
$1K
Net Calls
+$1.03M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
251
Meeder Asset Management
Ohio
$45K +$44.2K +522 New
CLOS
252
Compagnie Lombard Odier SCmA
Switzerland
$44K
RFA
253
Reilly Financial Advisors
California
$37K +$169 +2 +0.5%
HWP
254
Hefty Wealth Partners
Indiana
$33K -$272K -3,206 -89%
MA
255
MUFG Americas
New York
$33K -$109K -1,289 -77%
DBT
256
Dubuque Bank & Trust
Iowa
$27K -$100K -1,185 -79%
CHP
257
Cable Hill Partners
Oregon
$27K +$4.92K +58 +23%
PG
258
Patten Group
Tennessee
$26.7K
BC
259
Barnett & Company
Tennessee
$26K +$25.4K +300 New
HDIM
260
Hanson & Doremus Investment Management
Vermont
$25K
NC
261
NewSquare Capital
Pennsylvania
$22K -$7.63K -90 -26%
DAM
262
Delta Asset Management
Tennessee
$20K +$8.47K +100 +80%
WA
263
WFG Advisors
Texas
$17K -$36.2K -427 -68%
EWM
264
Evercore Wealth Management
New York
$15K
BWA
265
Burt Wealth Advisors
Maryland
$13K
AIS
266
Accurate Investment Solutions
Pennsylvania
$12K -$453K -5,349 -98%
BC
267
Bartlett & Co
Ohio
$10K
Northern Trust
268
Northern Trust
Illinois
$9K -$70.3K -829 -7%
FIB
269
First Interstate Bank
Montana
$9K
ACM
270
Argentus Capital Management
Texas
$9K +$8.73K +103 New
HR
271
Howe & Rusling
New York
$6K
FANJ
272
Financial Architects (New Jersey)
New Jersey
$6K +$5.51K +65 New
AA
273
Apriem Advisors
California
$5K +$4.75K +56 New
GBT
274
Grove Bank & Trust
Florida
$4K -$16.9K -200 -80%
JFA
275
JNBA Financial Advisors
Minnesota
$2K

BIV Hedge Fund Activity: Q1 2016 in Review

276 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2016, worth a combined $6.16B — up 18% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BIV positions and 21 closed out — a net gain of 19 holders — while 116 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $215M. The largest seller was HighTower Advisors, cutting an estimated $45M.

  • 276 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2016, up from 261 in Q4 2015.
  • Funds reported $6.16B of Vanguard Intermediate-Term Bond ETF stock for Q1 2016, up 18% quarter-over-quarter.
  • 40 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2016 and 21 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $215M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2016 was HighTower Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2016.