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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
CWM
51
Cranbrook Wealth Management
Michigan
$6.41M +$687K +8,165 +12%
NPC
52
National Planning Corporation
California
$6.29M -$33.9K -403 -0.5%
JWM
53
Jackson Wealth Management
Florida
$6.18M -$446K -5,298 -7%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$5.74M +$733K +8,708 +15%
WRTC
55
Wind River Trust Company
Wyoming
$5.7M +$903K +10,729 +19%
RJA
56
Raymond James & Associates
Florida
$5.6M +$3.29M +39,152 +146%
PFM
57
Phillips Financial Management
Indiana
$5.51M -$349K -4,148 -6%
ICOA
58
Investment Centers of America
North Dakota
$5.17M +$625K +7,422 +14%
GAM
59
Gemmer Asset Management
California
$5.05M +$820K +9,742 +20%
Citigroup
60
Citigroup
New York
$4.87M +$117K +1,392 +2%
Goldman Sachs
61
Goldman Sachs
New York
$4.84M -$31.1K -370 -0.6%
SFT
62
Simmons First Trust
Arkansas
$4.63M +$144K +1,716 +3%
BCI
63
Brinker Capital Investments
Pennsylvania
$4.38M +$240K +2,849 +6%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$4.38M +$1.28M +15,191 +42%
M&T Bank
65
M&T Bank
New York
$4.13M +$373K +4,427 +10%
QA
66
Quantitative Advantage
Minnesota
$3.94M -$9.32M -110,697 -70%
CT
67
Coastline Trust
Rhode Island
$3.83M +$22.7K +270 +0.6%
BUB
68
BBVA USA Bancshares
Texas
$3.75M -$188K -2,232 -5%
SAM
69
SignalPoint Asset Management
Missouri
$3.14M +$411K +4,880 +15%
TCT
70
TIAA CREF Trust
Missouri
$3.06M +$520K +6,174 +21%
CS
71
Credit Suisse
Switzerland
$3.04M +$1.08M +12,879 +56%
BW
72
Bison Wealth
Georgia
$2.93M +$1.16M +13,840 +67%
PCA
73
Peddock Capital Advisors
Massachusetts
$2.85M -$96.1K -1,142 -3%
AMG
74
Asset Management Group
Connecticut
$2.79M +$69.6K +827 +3%
AF
75
Affiance Financial
Minnesota
$2.66M +$275K +3,268 +12%

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.