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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
CWM
51
Cranbrook Wealth Management
Michigan
$7.32M +$1.06M +12,567 +17%
FI
52
FormulaFolio Investments
Michigan
$7.3M -$76.5K -909 -1%
RJA
53
Raymond James & Associates
Florida
$7.12M +$1.65M +19,634 +30%
SS
54
Simplicity Solutions
Minnesota
$6.94M +$7.04M +83,601 New
FIM
55
Freedom Investment Management
Connecticut
$6.84M +$5.68M +67,471 +453%
ICOA
56
Investment Centers of America
North Dakota
$6.22M +$1.17M +13,887 +23%
SRSA
57
S.R. Schill & Associates
Washington
$6.1M -$890K -10,570 -13%
JWM
58
Jackson Wealth Management
Florida
$5.99M -$116K -1,376 -2%
PRS
59
Pinkerton Retirement Specialists
Idaho
$5.79M +$5.87M +69,730 New
KSA
60
Ken Stern & Associates
California
$5.73M +$5.81M +69,021 New
AIM
61
AMI Investment Management
Indiana
$5.54M +$4.71M +55,907 +456%
BCI
62
Brinker Capital Investments
Pennsylvania
$5.41M +$1.13M +13,381 +26%
PFM
63
Phillips Financial Management
Indiana
$5.4M -$65.8K -782 -1%
CT
64
Coastline Trust
Rhode Island
$5.04M +$1.31M +15,545 +34%
GAM
65
Gemmer Asset Management
California
$4.97M +$23.6K +280 +0.5%
Citigroup
66
Citigroup
New York
$4.89M +$126K +1,502 +3%
MFS
67
MSI Financial Services
Massachusetts
$4.85M +$2.62M +31,167 +115%
WI
68
WrapManager Inc
California
$4.63M +$4.69M +55,701 New
SFT
69
Simmons First Trust
Arkansas
$4.44M -$95.1K -1,130 -2%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$4.27M -$18.2K -216 -0.4%
M&T Bank
71
M&T Bank
New York
$3.95M -$88.4K -1,050 -2%
QA
72
Quantitative Advantage
Minnesota
$3.91M +$57.2K +680 +1%
BUB
73
BBVA USA Bancshares
Texas
$3.45M -$224K -2,655 -6%
BRWA
74
B. Riley Wealth Advisors
Florida
$3.34M +$2.91M +34,552 +611%
AF
75
Affiance Financial
Minnesota
$3.26M +$660K +7,843 +25%

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.