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Vanguard Intermediate-Term Bond ETF

261 hedge funds and large institutions have $5.23B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

19% more capital invested

Capital invested by funds: $4.39B → $5.23B (+$842M)

12% more funds holding

Funds holding: 233261 (+28)

4.13% more ownership

Funds ownership: 68.43%72.56% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0% more call options, than puts

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

Holders
261
Holders Change
+28
Holders Change %
+12.02%
% of All Funds
6.85%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
50
Increased
102
Reduced
64
Closed
18
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
PSI
26
Pinnacle Summer Investments
Virginia
$15M +$7.21M +85,637 +90%
SMM
27
Stadion Money Management
Georgia
$14.8M +$1.76M +20,883 +13%
FPTW
28
Franklin, Parlapiano, Turner & Welch
Texas
$14.6M +$3.51M +41,753 +31%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$13.6M +$662K +7,862 +5%
Stifel Financial
30
Stifel Financial
Missouri
$13.2M -$476K -5,655 -3%
ONB
31
Old National Bancorp
Indiana
$13.1M -$74.7K -887 -0.6%
VAM
32
Visionary Asset Management
Texas
$13M +$384K +4,565 +3%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$12.6M -$238K -2,824 -2%
GI
34
Gradient Investments
Minnesota
$12.5M -$1.23M -14,626 -9%
Comerica Bank
35
Comerica Bank
Texas
$12M +$4.67M +55,450 +64%
MBT
36
Monroe Bank & Trust
Michigan
$11.9M +$518K +6,153 +4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$11M +$1.4M +16,672 +14%
BCM
38
Bluefin Capital Management
New York
$10.8M +$11M +130,607 New
WF
39
Welch & Forbes
Massachusetts
$10.1M -$210K -2,500 -2%
FA
40
FC Advisory
Pennsylvania
$9.67M +$482K +5,730 +5%
DE
41
Day & Ennis
Georgia
$9.67M +$9.8M +116,378 New
CIA
42
Capital Investment Advisors
Georgia
$9.17M -$181K -2,151 -2%
NIA
43
Northstar Investment Advisors
Colorado
$9.07M -$26.3K -313 -0.3%
SFM
44
Signet Financial Management
New Jersey
$9.04M +$285K +3,383 +3%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$8.77M +$3.2M +37,981 +56%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$8.67M +$218K +2,591 +3%
CFC
47
Coyle Financial Counsel
Illinois
$7.8M -$56.1K -666 -0.7%
TTWM
48
TCV Trust & Wealth Management
Virginia
$7.75M +$935K +11,105 +14%
Goldman Sachs
49
Goldman Sachs
New York
$7.7M +$3M +35,651 +62%
FWM
50
Frontier Wealth Management
Missouri
$7.45M -$896K -10,648 -11%

BIV Hedge Fund Activity: Q4 2015 in Review

261 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2015, worth a combined $5.23B — up 19% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BIV positions and 18 closed out — a net gain of 32 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $609M. The largest seller was Fifth Third Bancorp, cutting an estimated $18.7M.

  • 261 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2015, up from 233 in Q3 2015.
  • Funds reported $5.23B of Vanguard Intermediate-Term Bond ETF stock for Q4 2015, up 19% quarter-over-quarter.
  • 50 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2015 and 18 closed out, a net change of +32 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2015 was Bank of America, an estimated $609M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2015 was Fifth Third Bancorp, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.