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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
AssetMark Inc
276
AssetMark Inc
California
$1K +$847 +10 New
EWM
277
Endurance Wealth Management
Rhode Island
$15
BCM
278
Bluefin Capital Management
New York
-$10.8M -130,607 Closed
SS
279
Simplicity Solutions
Minnesota
-$6.94M -83,601 Closed
AIM
280
AMI Investment Management
Indiana
-$5.54M -68,162 Closed
CS
281
Credit Suisse
Switzerland
-$3.04M -36,597 Closed
BAC
282
Boys Arnold & Co
North Carolina
-$511K -6,150 Closed
RFC
283
Regions Financial Corp
Alabama
-$397K -4,785 Closed
AA
284
Alesco Advisors
New York
-$365K -4,400 Closed
BCM
285
Brookstone Capital Management
Illinois
-$271K -3,259 Closed
CB
286
Commerce Bank
Missouri
-$239K -2,872 Closed
Chevy Chase Trust
287
Chevy Chase Trust
Maryland
-$237K -2,856 Closed
ACS
288
Archford Capital Strategies
Illinois
-$237K -2,821 Closed
FPCM
289
Financial Partners Capital Management
New York
-$233K -2,800 Closed
SWM
290
SVA Wealth Management
Wisconsin
-$224K -2,701 Closed
ADL
291
Asset Dedication LLC
California
-$160K -1,921 Closed
PFG
292
Piershale Financial Group
Illinois
-$38K -456 Closed
CAL
293
Capital Analysts LLC
Pennsylvania
-$31.8K -383 Closed
PMFA
294
Plante Moran Financial Advisors
Michigan
-$31K -379 Closed
LNB
295
Ledyard National Bank
-$11K -135 Closed
AP
296
Atwood & Palmer
Missouri
-$10K -118 Closed
JIR
297
James Investment Research
Ohio
-$8K -100 Closed
CTC
298
Central Trust Company
Missouri
-$7K -87 Closed

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.