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Vanguard Intermediate-Term Bond ETF

233 hedge funds and large institutions have $4.39B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

53% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 66

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

18% more capital invested

Capital invested by funds: $3.73B → $4.39B (+$661M)

4% more funds holding

Funds holding: 223233 (+10)

2.23% more ownership

Funds ownership: 66.2%68.43% (+2.2%)

96% less call options, than puts

Call options by funds: $17K | Put options by funds: $433K

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
6.51%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.84%
New
24
Increased
101
Reduced
66
Closed
13
Calls
$17K
Puts
$433K
Net Calls
-$416K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$13.2M +$13.1M +155,880 New
TAIM
27
TD Ameritrade Investment Management
Nebraska
$13.2M +$82.5K +980 +0.6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$13.1M +$760K +9,035 +6%
VAM
29
Visionary Asset Management
Texas
$12.9M +$9.88M +117,407 +341%
AllianceBernstein
30
AllianceBernstein
Tennessee
$11.8M -$88.2K -1,048 -0.7%
MBT
31
Monroe Bank & Trust
Michigan
$11.7M -$10.4K -124 -0.1%
FPTW
32
Franklin, Parlapiano, Turner & Welch
Texas
$11.4M +$11.3M +134,071 New
WF
33
Welch & Forbes
Massachusetts
$10.5M -$47.5K -565 -0.5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$9.81M +$1.11M +13,244 +13%
CIA
35
Capital Investment Advisors
Georgia
$9.55M +$792K +9,409 +9%
FA
36
FC Advisory
Pennsylvania
$9.39M +$163K +1,938 +2%
NIA
37
Northstar Investment Advisors
Colorado
$9.29M -$82.4K -979 -0.9%
SFM
38
Signet Financial Management
New Jersey
$8.94M +$354K +4,204 +4%
PGFC
39
Peapack-Gladstone Financial Corp
New Jersey
$8.64M +$855K +10,159 +11%
FWM
40
Frontier Wealth Management
Missouri
$8.51M -$168K -2,002 -2%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$8.49M +$803K +9,545 +11%
SSG
42
Summit Securities Group
New York
$8.48M +$8.42M +100,000 New
P
43
Palladiem
Pennsylvania
$8.31M -$8.77M -104,272 -52%
MWM
44
Merriman Wealth Management
Washington
$8.24M +$8.17M +97,084 New
PSI
45
Pinnacle Summer Investments
Virginia
$8.04M +$117K +1,390 +1%
CFC
46
Coyle Financial Counsel
Illinois
$8.03M +$3.73M +44,307 +88%
FI
47
FormulaFolio Investments
Michigan
$7.53M +$1.4M +16,650 +23%
Comerica Bank
48
Comerica Bank
Texas
$7.4M -$5.77M -68,524 -44%
SRSA
49
S.R. Schill & Associates
Washington
$7.12M -$697K -8,285 -9%
TTWM
50
TCV Trust & Wealth Management
Virginia
$6.97M +$4.42M +52,504 +177%

BIV Hedge Fund Activity: Q3 2015 in Review

233 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2015, worth a combined $4.39B — up 18% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BIV positions and 13 closed out — a net gain of 11 holders — while 101 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $1.27B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $106M sold.

  • 233 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2015, up from 223 in Q2 2015.
  • Funds reported $4.39B of Vanguard Intermediate-Term Bond ETF stock for Q3 2015, up 18% quarter-over-quarter.
  • 24 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2015 and 13 closed out, a net change of +11 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.27B added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2015.