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Vanguard Intermediate-Term Bond ETF
BIV

158 hedge funds and large institutions have $1.73B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2% less funds holding

Funds holding: 161 → 158 (-3)

4.9% less ownership

Funds ownership: 61.87% → 56.98% (-4.9%)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

18% less capital invested

Capital invested by funds: $2.11B → $1.73B (-$376M)

51% less call options, than puts

Call options by funds: $283K | Put options by funds: $583K

Holders
158
Holders Change
-3
Holders Change %
-1.86%
% of All Funds
4.56%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
14
Increased
49
Reduced
59
Closed
17
Calls
$283K
Puts
$583K
Net Calls
-$300K
Net Calls Change
+$354K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
+$31.5M
2
FAAM
First Allied Asset Management
California
+$12.9M
3
Bank of America
Bank of America
North Carolina
+$10.6M
4
Morgan Stanley
Morgan Stanley
New York
+$8.66M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$7.15M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
-$424M
2
Jane Street
Jane Street
New York
-$28.7M
3
Wells Fargo
Wells Fargo
California
-$14.2M
4
DS
DRW Securities
Illinois
-$12.8M
5
WF
Welch & Forbes
Massachusetts
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.85M -$789K -9,489 -10%
FAAS
27
First Allied Advisory Services
California
$6.8M +$6.26M +75,290 +1,063%
Stifel Financial
28
Stifel Financial
Missouri
$6.54M +$6.52M +78,433 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$5.47M -$796K -9,575 -13%
GI
30
Gradient Investments
Minnesota
$5.08M +$634K +7,625 +14%
WRTC
31
Wind River Trust Company
Wyoming
$4.7M -$485K -5,826 -9%
Citigroup
32
Citigroup
New York
$4.46M -$1.57M -18,830 -26%
PGFC
33
Peapack-Gladstone Financial Corp
New Jersey
$4.32M +$1.42M +17,038 +49%
Goldman Sachs
34
Goldman Sachs
New York
$4.28M +$4.27M +51,390 New
CIA
35
Capital Investment Advisors
Georgia
$4.02M -$202K -2,432 -5%
PI
36
Placemark Investments
Illinois
$4.01M +$1.3M +15,632 +48%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3.79M -$432K -5,200 -10%
FIM
38
Freedom Investment Management
Connecticut
$3.78M -$206K -2,476 -5%
Ameriprise
39
Ameriprise
Minnesota
$3.44M -$242K -2,906 -7%
BUB
40
BBVA USA Bancshares
Texas
$3.22M +$73.7K +886 +2%
ICOA
41
Investment Centers of America
North Dakota
$2.85M +$2.83M +34,076 New
SAM
42
SignalPoint Asset Management
Missouri
$2.84M +$151K +1,810 +6%
TTWM
43
TCV Trust & Wealth Management
Virginia
$2.78M -$146K -1,755 -5%
CCT
44
Country Club Trust
Missouri
$2.52M -$411K -4,948 -14%
CWM
45
Cranbrook Wealth Management
Michigan
$2.46M +$787K +9,459 +47%
KFS
46
KMS Financial Services
Washington
$2.25M -$321K -3,860 -12%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$2.23M -$460K -5,533 -17%
HNB
48
Huntington National Bank
Ohio
$2.06M – – –
ACP
49
Ashfield Capital Partners
California
$2.05M -$16.6K -200 -0.8%
TCT
50
TIAA CREF Trust
Missouri
$1.97M -$138K -1,656 -7%
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BIV Hedge Fund Activity: Q1 2014 in Review

158 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2014, worth a combined $1.73B — down 18% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BIV and 14 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 49 added.

The largest buyer was Managed Account Advisors, adding an estimated $31.5M. The largest seller was Aegon USA Investment Management, cutting an estimated $424M.

  • 158 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2014, down from 161 in Q4 2013.
  • Funds reported $1.73B of Vanguard Intermediate-Term Bond ETF stock for Q1 2014, down 18% quarter-over-quarter.
  • 14 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2014 and 17 closed out, a net change of -3 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $31.5M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2014 was Aegon USA Investment Management, an estimated $424M sold.

Based on aggregated 13F filings for Q1 2014.