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Vanguard Intermediate-Term Bond ETF

168 hedge funds and large institutions have $2.4B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

39% more capital invested

Capital invested by funds: $1.73B → $2.4B (+$673M)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

6% more funds holding

Funds holding: 158168 (+10)

6.15% more ownership

Funds ownership: 56.98%63.12% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
21
Increased
60
Reduced
50
Closed
11
Calls
$678K
Puts
Net Calls
+$678K
Net Calls Change
+$978K
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$7.07M -$159K -1,896 -2%
Stifel Financial
27
Stifel Financial
Missouri
$7.04M +$397K +4,718 +6%
GI
28
Gradient Investments
Minnesota
$6.18M +$1.02M +12,071 +20%
Comerica Bank
29
Comerica Bank
Texas
$6.15M -$1.07M -12,765 -15%
Ameriprise
30
Ameriprise
Minnesota
$5.74M +$2.23M +26,495 +64%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$5.69M +$121K +1,436 +2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$5.5M -$1.46M -17,307 -21%
PI
33
Placemark Investments
Illinois
$5.23M +$1.15M +13,649 +28%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$5.18M +$784K +9,325 +18%
WRTC
35
Wind River Trust Company
Wyoming
$4.78M
CIA
36
Capital Investment Advisors
Georgia
$4.76M +$671K +7,979 +17%
Goldman Sachs
37
Goldman Sachs
New York
$4.62M +$263K +3,133 +6%
Citigroup
38
Citigroup
New York
$4.54M +$2.69K +32 +0.1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$3.9M +$54.7K +651 +1%
FAAS
40
First Allied Advisory Services
California
$3.85M -$3.19M -37,955 -46%
FIM
41
Freedom Investment Management
Connecticut
$3.83M -$12.1K -144 -0.3%
BUB
42
BBVA USA Bancshares
Texas
$3.27M -$6.14K -73 -0.2%
ICOA
43
Investment Centers of America
North Dakota
$3.24M +$356K +4,231 +12%
FAM
44
Foothills Asset Management
Arizona
$2.87M +$2.84M +33,825 New
SAM
45
SignalPoint Asset Management
Missouri
$2.85M -$34.1K -406 -1%
CWM
46
Cranbrook Wealth Management
Michigan
$2.82M +$319K +3,793 +13%
PSI
47
Pinnacle Summer Investments
Virginia
$2.76M +$2.74M +32,609 New
TTWM
48
TCV Trust & Wealth Management
Virginia
$2.57M -$252K -2,995 -9%
CCT
49
Country Club Trust
Missouri
$2.4M -$166K -1,974 -7%
ACP
50
Ashfield Capital Partners
California
$2.31M +$223K +2,650 +11%

BIV Hedge Fund Activity: Q2 2014 in Review

168 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2014, worth a combined $2.4B — up 39% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BIV positions and 11 closed out — a net gain of 10 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $252M. The largest seller was Fifth Third Bancorp, cutting an estimated $15.1M.

  • 168 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2014, up from 158 in Q1 2014.
  • Funds reported $2.4B of Vanguard Intermediate-Term Bond ETF stock for Q2 2014, up 39% quarter-over-quarter.
  • 21 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2014 and 11 closed out, a net change of +10 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $252M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2014 was Fifth Third Bancorp, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2014.