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Vanguard Intermediate-Term Bond ETF

276 hedge funds and large institutions have $6.16B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103,400% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $1K

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 76

18% more capital invested

Capital invested by funds: $5.23B → $6.16B (+$932M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 261276 (+15)

0.46% more ownership

Funds ownership: 72.56%73.02% (+0.46%)

Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
7.35%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
40
Increased
116
Reduced
76
Closed
21
Calls
$1.03M
Puts
$1K
Net Calls
+$1.03M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
26
Sargent Bickham Lagudis
Colorado
$20.7M +$20.4M +240,491 New
FPTW
27
Franklin, Parlapiano, Turner & Welch
Texas
$18.2M +$2.99M +35,334 +20%
DPI
28
Diversified Portfolios Inc
Michigan
$17.9M -$479K -5,650 -3%
IH
29
IFC Holdings
Florida
$17.3M +$639K +7,545 +4%
Stifel Financial
30
Stifel Financial
Missouri
$15.8M +$2.11M +24,853 +16%
SMM
31
Stadion Money Management
Georgia
$15.2M -$156K -1,841 -1%
Comerica Bank
32
Comerica Bank
Texas
$14.2M +$1.82M +21,471 +15%
VAM
33
Visionary Asset Management
Texas
$13.4M -$89.9K -1,061 -0.7%
MBT
34
Monroe Bank & Trust
Michigan
$13M +$590K +6,961 +5%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$13M -$171K -2,021 -1%
ONB
36
Old National Bancorp
Indiana
$12.5M -$1.11M -13,105 -8%
NIA
37
Northstar Investment Advisors
Colorado
$11.1M +$1.63M +19,284 +18%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$11.1M -$342K -4,032 -3%
WF
39
Welch & Forbes
Massachusetts
$10.4M -$95.9K -1,132 -0.9%
FA
40
FC Advisory
Pennsylvania
$10.3M +$259K +3,052 +3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$10.1M -$6.68M -78,878 -40%
FIM
42
Freedom Investment Management
Connecticut
$10.1M +$2.93M +34,552 +42%
DE
43
Day & Ennis
Georgia
$9.62M -$413K -4,870 -4%
CIA
44
Capital Investment Advisors
Georgia
$9.59M +$57.8K +682 +0.6%
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$9.46M +$441K +5,207 +5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$9.25M +$139K +1,639 +2%
SFM
47
Signet Financial Management
New Jersey
$9.15M -$232K -2,734 -3%
CWM
48
Cranbrook Wealth Management
Michigan
$8.38M +$767K +9,047 +10%
Goldman Sachs
49
Goldman Sachs
New York
$8.13M +$131K +1,546 +2%
TTWM
50
TCV Trust & Wealth Management
Virginia
$7.96M -$90.3K -1,066 -1%

BIV Hedge Fund Activity: Q1 2016 in Review

276 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2016, worth a combined $6.16B — up 18% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BIV positions and 21 closed out — a net gain of 19 holders — while 116 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $215M. The largest seller was HighTower Advisors, cutting an estimated $45M.

  • 276 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2016, up from 261 in Q4 2015.
  • Funds reported $6.16B of Vanguard Intermediate-Term Bond ETF stock for Q1 2016, up 18% quarter-over-quarter.
  • 40 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2016 and 21 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $215M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2016 was HighTower Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2016.