We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

203 hedge funds and large institutions have $2.55B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

125% more funds holding in top 10

Funds holding in top 10: 818 (+10)

63% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 46

17% more funds holding

Funds holding: 174203 (+29)

6% more capital invested

Capital invested by funds: $2.42B → $2.55B (+$135M)

1.37% less ownership

Funds ownership: 64.25%62.88% (-1.4%)

Holders
203
Holders Change
+29
Holders Change %
+16.67%
% of All Funds
5.41%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
45
Increased
75
Reduced
46
Closed
11
Calls
$1.75M
Puts
Net Calls
+$1.75M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$4.42M -$96.1K -1,130 -2%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$4.28M +$2M +23,522 +87%
FIM
53
Freedom Investment Management
Connecticut
$4.24M +$243K +2,859 +6%
GAM
54
Gemmer Asset Management
California
$3.9M +$452K +5,316 +13%
CS
55
Credit Suisse
Switzerland
$3.81M -$1,000K -11,757 -21%
BUB
56
BBVA USA Bancshares
Texas
$3.39M -$25.5K -300 -0.7%
FI
57
FormulaFolio Investments
Michigan
$3.29M +$3.31M +38,886 New
CT
58
Coastline Trust
Rhode Island
$3.15M +$2.27M +26,753 +257%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.14M +$780K +9,175 +33%
M&T Bank
60
M&T Bank
New York
$3.1M +$1.22M +14,292 +64%
FAM
61
Foothills Asset Management
Arizona
$2.72M -$87.2K -1,025 -3%
PCA
62
Peddock Capital Advisors
Massachusetts
$2.71M +$2.72M +31,979 New
SAM
63
SignalPoint Asset Management
Missouri
$2.67M +$113K +1,324 +4%
SB
64
Suntrust Banks
Georgia
$2.36M +$787K +9,261 +50%
TTWM
65
TCV Trust & Wealth Management
Virginia
$2.23M -$303K -3,560 -12%
Goldman Sachs
66
Goldman Sachs
New York
$2.11M -$897K -10,546 -30%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$2.09M +$230K +2,702 +12%
CAM
68
Concorde Asset Management
Michigan
$2.09M +$2.06M +24,233 New
MFP
69
Mosaic Financial Partners
California
$2.06M +$2.07M +24,326 New
CCT
70
Country Club Trust
Missouri
$2M -$189K -2,220 -9%
ACP
71
Ashfield Capital Partners
California
$2M -$170K -2,000 -8%
ACM
72
Argentus Capital Management
Texas
$1.95M +$28.1K +331 +1%
Invesco
73
Invesco
Georgia
$1.95M +$109K +1,281 +6%
MFS
74
MSI Financial Services
Massachusetts
$1.94M +$1.52M +17,876 +353%
TCT
75
TIAA CREF Trust
Missouri
$1.83M -$134K -1,575 -7%

BIV Hedge Fund Activity: Q4 2014 in Review

203 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2014, worth a combined $2.55B — up 5.6% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIV positions and 11 closed out — a net gain of 34 holders — while 75 added to existing stakes and 46 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $262M. The largest seller was Bank of America, cutting an estimated $448M.

  • 203 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $2.55B of Vanguard Intermediate-Term Bond ETF stock for Q4 2014, up 5.6% quarter-over-quarter.
  • 45 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2014 and 11 closed out, a net change of +34 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $262M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2014 was Bank of America, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2014.