Vanguard Intermediate-Term Bond ETF
295 hedge funds and large institutions have $7.43B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 71 reducing their positions, and 9 closing their positions.
244% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 9
92% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 71
21% more capital invested
Capital invested by funds: $6.16B → $7.43B (+$1.27B)
7% more funds holding
Funds holding: 276 → 295 (+19)
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
0.02% less ownership
Funds ownership: 73.02% → 73% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$461M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$416M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$172M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.9M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$70.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$40.1M |
| 3 |
SG Americas Securities
New York
|
-$32.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$16.4M |
| 5 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$6.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3C
301
361 Capital
Denver,
Colorado
| – | -$406K | -4,705 | Closed |
|
|
LPT
302
Legacy Private Trust
Neenah,
Wisconsin
| – | -$201K | -2,335 | Closed |
|
303
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$168K | -1,953 | Closed |
|
|
ACM
304
Argentus Capital Management
Dallas,
Texas
| – | -$8.91K | -103 | Closed |
|
|
FIB
305
First Interstate Bank
Billings,
Montana
| – | -$9K | -100 | Closed |
|
BIV Hedge Fund Activity: Q2 2016 in Review
295 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2016, worth a combined $7.43B — up 21% from $6.16B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BIV positions and 9 closed out — a net gain of 22 holders — while 136 added to existing stakes and 71 trimmed.
The largest buyer was Bank of America, adding an estimated $461M. The largest seller was WBI Investments, cutting an estimated $70.9M.
- 295 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2016, up from 276 in Q1 2016.
- Funds reported $7.43B of Vanguard Intermediate-Term Bond ETF stock for Q2 2016, up 21% quarter-over-quarter.
- 31 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2016 and 9 closed out, a net change of +22 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2016 was Bank of America, an estimated $461M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2016 was WBI Investments, an estimated $70.9M sold.
Based on aggregated 13F filings for Q2 2016.