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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
FI
51
FormulaFolio Investments
Michigan
$7.92M +$338K +3,991 +5%
SMH
52
Sanders Morris Harris
Texas
$7.86M +$7.72M +91,091 New
CFC
53
Coyle Financial Counsel
Illinois
$7.25M -$842K -9,937 -11%
FWM
54
Frontier Wealth Management
Missouri
$7.16M -$568K -6,697 -7%
PC
55
Premise Capital
Illinois
$7.04M +$5M +59,015 +262%
ICOA
56
Investment Centers of America
North Dakota
$6.88M +$425K +5,012 +7%
SRSA
57
S.R. Schill & Associates
Washington
$6.36M +$24.2K +286 +0.4%
JWM
58
Jackson Wealth Management
Florida
$6.07M -$87.1K -1,028 -1%
RJA
59
Raymond James & Associates
Florida
$6.04M -$1.33M -15,655 -18%
CT
60
Coastline Trust
Rhode Island
$5.91M +$662K +7,810 +13%
PRS
61
Pinkerton Retirement Specialists
Idaho
$5.87M -$139K -1,636 -2%
HP
62
HT Partners
Connecticut
$5.71M +$5.63M +66,448 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$5.63M +$1.17M +13,857 +27%
MFS
64
MSI Financial Services
Massachusetts
$5.51M +$468K +5,528 +9%
Citigroup
65
Citigroup
New York
$5.28M +$204K +2,403 +4%
PFM
66
Phillips Financial Management
Indiana
$5.26M -$247K -2,909 -5%
KSA
67
Ken Stern & Associates
California
$5.16M -$779K -9,188 -13%
GAM
68
Gemmer Asset Management
California
$5.1M -$60.6K -715 -1%
WI
69
WrapManager Inc
California
$4.69M -$115K -1,359 -2%
SB
70
Simmons Bank
Arkansas
$4.54M +$4.46M +52,622 New
QA
71
Quantitative Advantage
Minnesota
$3.98M -$77.6K -916 -2%
BUB
72
BBVA USA Bancshares
Texas
$3.94M +$359K +4,232 +10%
M&T Bank
73
M&T Bank
New York
$3.81M -$285K -3,365 -7%
AF
74
Affiance Financial
Minnesota
$3.73M +$345K +4,072 +10%
AIG
75
American International Group
New York
$3.65M +$439K +5,176 +14%

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.