We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

218 hedge funds and large institutions have $3.56B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

100% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 50

40% more capital invested

Capital invested by funds: $2.55B → $3.56B (+$1.01B)

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 203218 (+15)

5.41% more ownership

Funds ownership: 62.88%68.29% (+5.4%)

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
5.81%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
37
Increased
100
Reduced
50
Closed
18
Calls
$2.55M
Puts
Net Calls
+$2.55M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Comerica Securities
Michigan
$2.12M +$850K +9,909 +68%
CAM
77
Concorde Asset Management
Michigan
$2.11M +$25.1K +292 +1%
TCT
78
TIAA CREF Trust
Missouri
$2.05M +$179K +2,080 +10%
PCM
79
Parsons Capital Management
Rhode Island
$2.04M +$2.03M +23,660 New
Invesco
80
Invesco
Georgia
$1.99M +$12.7K +148 +0.6%
ACM
81
Argentus Capital Management
Texas
$1.99M +$8.5K +99 +0.4%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.96M -$9.32M -108,644 -83%
SSG
83
Summit Securities Group
New York
$1.91M +$1.91M +22,200 New
CCT
84
Country Club Trust
Missouri
$1.87M -$165K -1,926 -8%
CS
85
Credit Suisse
Switzerland
$1.86M -$2.01M -23,371 -52%
RJA
86
Raymond James & Associates
Florida
$1.86M +$912K +10,624 +97%
HPC
87
HM Payson & Co
Maine
$1.82M +$248K +2,888 +16%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$1.82M -$313K -3,643 -15%
HighTower Advisors
89
HighTower Advisors
Illinois
$1.78M +$268K +3,118 +18%
ACP
90
Ashfield Capital Partners
California
$1.77M -$257K -3,000 -13%
AMG
91
Asset Management Group
Connecticut
$1.76M +$899K +10,479 +105%
CSIC
92
Clifford Swan Investment Counsel
California
$1.68M
FPFS
93
First Personal Financial Services
North Carolina
$1.67M -$28.8K -335 -2%
BBA
94
BLB&B Advisors
Pennsylvania
$1.59M +$134K +1,565 +9%
HCP
95
Holt Capital Partners
Texas
$1.52M -$17.2K -200 -1%
ANBT
96
American National Bank & Trust
Texas
$1.44M -$42K -489 -3%
DSC
97
Duncker Streett & Co
Missouri
$1.3M +$34.7K +404 +3%
VFS
98
VSR Financial Services
Kansas
$1.29M -$34.5K -402 -3%
Barclays
99
Barclays
United Kingdom
$1.29M -$40.7K -474 -3%
AIG
100
American International Group
New York
$1.25M +$62.3K +726 +5%

BIV Hedge Fund Activity: Q1 2015 in Review

218 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2015, worth a combined $3.56B — up 40% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BIV positions and 18 closed out — a net gain of 19 holders — while 100 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $248M.

  • 218 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2015, up from 203 in Q4 2014.
  • Funds reported $3.56B of Vanguard Intermediate-Term Bond ETF stock for Q1 2015, up 40% quarter-over-quarter.
  • 37 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2015 and 18 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $327M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $248M sold.

Based on aggregated 13F filings for Q1 2015.