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Vanguard Intermediate-Term Bond ETF

168 hedge funds and large institutions have $2.4B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

39% more capital invested

Capital invested by funds: $1.73B → $2.4B (+$673M)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

6% more funds holding

Funds holding: 158168 (+10)

6.15% more ownership

Funds ownership: 56.98%63.12% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
21
Increased
60
Reduced
50
Closed
11
Calls
$678K
Puts
Net Calls
+$678K
Net Calls Change
+$978K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
First Horizon Advisors
Tennessee
$758K
STIA
77
Stone Toro Investment Advisers
New Jersey
$755K -$75.7K -900 -9%
SCA
78
Salient Capital Advisors
Texas
$740K -$336K -3,995 -31%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$720K +$126K +1,500 +21%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$713K
HighTower Advisors
81
HighTower Advisors
Illinois
$624K -$30.8K -366 -5%
SIC
82
Salem Investment Counselors
North Carolina
$609K -$34.5K -410 -5%
IAS
83
INR Advisory Services
Pennsylvania
$607K
BOS
84
Bank of Stockton
California
$598K +$33.6K +400 +6%
EHC
85
Everett Harris & Co
California
$570K -$42.9K -510 -7%
B
86
Baird
Wisconsin
$551K +$20.5K +244 +4%
FNBOO
87
First National Bank of Omaha
Nebraska
$550K
AWA
88
Arete Wealth Advisors
Illinois
$521K +$7.65K +91 +2%
AWA
89
AmeriServ Wealth Advisors
Pennsylvania
$508K +$505K +6,000 New
CWM
90
Concert Wealth Management
California
$493K -$34.1K -406 -6%
AT
91
Arden Trust
Delaware
$478K
CA
92
Cetera Advisors
Colorado
$472K -$12.1K -144 -3%
EAM
93
Evanson Asset Management
California
$471K +$27.4K +326 +6%
MFS
94
MSI Financial Services
Massachusetts
$470K -$5.72K -68 -1%
DAS
95
Dynamic Advisor Solutions
Arizona
$470K +$467K +5,553 New
LIM
96
Leavell Investment Management
Alabama
$464K
ABC
97
Associated Banc-Corp
Wisconsin
$462K +$21.9K +260 +5%
BFA
98
Beaumont Financial Advisors
Massachusetts
$456K +$452K +5,381 New
NB
99
NBT Bank
New York
$430K
RFC
100
Regions Financial Corp
Alabama
$429K +$16.8K +200 +4%

BIV Hedge Fund Activity: Q2 2014 in Review

168 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2014, worth a combined $2.4B — up 39% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BIV positions and 11 closed out — a net gain of 10 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $252M. The largest seller was Fifth Third Bancorp, cutting an estimated $15.1M.

  • 168 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2014, up from 158 in Q1 2014.
  • Funds reported $2.4B of Vanguard Intermediate-Term Bond ETF stock for Q2 2014, up 39% quarter-over-quarter.
  • 21 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2014 and 11 closed out, a net change of +10 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $252M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2014 was Fifth Third Bancorp, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2014.