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Vanguard Intermediate-Term Bond ETF

218 hedge funds and large institutions have $3.56B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

100% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 50

40% more capital invested

Capital invested by funds: $2.55B → $3.56B (+$1.01B)

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 203218 (+15)

5.41% more ownership

Funds ownership: 62.88%68.29% (+5.4%)

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
5.81%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
37
Increased
100
Reduced
50
Closed
18
Calls
$2.55M
Puts
Net Calls
+$2.55M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
IH
26
IFC Holdings
Florida
$13M +$1.17M +13,655 +10%
AllianceBernstein
27
AllianceBernstein
Tennessee
$12.3M +$144K +1,677 +1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$2.96M +34,538 +34%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$11.1M +$2.04M +23,792 +23%
WF
30
Welch & Forbes
Massachusetts
$11M -$382K -4,455 -3%
Jane Street
31
Jane Street
New York
$10M +$9.98M +116,269 New
MBT
32
Monroe Bank & Trust
Michigan
$9.93M +$391K +4,561 +4%
SMM
33
Stadion Money Management
Georgia
$9.27M -$332K -3,872 -3%
FWM
34
Frontier Wealth Management
Missouri
$9.01M +$28.7K +334 +0.3%
FA
35
FC Advisory
Pennsylvania
$8.67M +$8.63M +100,523 New
NIA
36
Northstar Investment Advisors
Colorado
$8.64M +$249K +2,899 +3%
CIA
37
Capital Investment Advisors
Georgia
$8.64M +$2.89M +33,699 +51%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$8.46M +$4.08M +47,536 +94%
PSI
39
Pinnacle Summer Investments
Virginia
$8M -$108K -1,263 -1%
BCM
40
Bluefin Capital Management
New York
$8M +$7.96M +92,788 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$7.86M -$278K -3,244 -3%
SFM
42
Signet Financial Management
New Jersey
$7.71M +$1.17M +13,637 +18%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$7.31M +$388K +4,518 +6%
NPC
44
National Planning Corporation
California
$7.21M -$5.18M -60,302 -42%
GI
45
Gradient Investments
Minnesota
$6.68M -$74.8K -871 -1%
SB
46
Suntrust Banks
Georgia
$6.24M +$3.82M +44,523 +160%
PRS
47
Pinkerton Retirement Specialists
Idaho
$6.15M +$594K +6,921 +11%
PFM
48
Phillips Financial Management
Indiana
$6.13M -$173K -2,019 -3%
JWM
49
Jackson Wealth Management
Florida
$6.11M +$524K +6,104 +9%
FIM
50
Freedom Investment Management
Connecticut
$5.94M +$1.62M +18,873 +38%

BIV Hedge Fund Activity: Q1 2015 in Review

218 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2015, worth a combined $3.56B — up 40% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BIV positions and 18 closed out — a net gain of 19 holders — while 100 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $248M.

  • 218 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2015, up from 203 in Q4 2014.
  • Funds reported $3.56B of Vanguard Intermediate-Term Bond ETF stock for Q1 2015, up 40% quarter-over-quarter.
  • 37 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2015 and 18 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $327M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $248M sold.

Based on aggregated 13F filings for Q1 2015.