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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
FAM
76
Foothills Asset Management
Arizona
$2.55M -$86.7K -1,030 -3%
CS
77
Comerica Securities
Michigan
$2.35M +$377K +4,484 +19%
MFS
78
MSI Financial Services
Massachusetts
$2.31M +$142K +1,687 +7%
VKH
79
Virtu KCG Holdings
New York
$2.29M +$2.27M +27,005 New
MFP
80
Mosaic Financial Partners
California
$2.27M +$38.8K +461 +2%
MIAN
81
Mariner Independent Advisor Network
Kansas
$2.23M +$2.22M +26,342 New
FAAS
82
First Allied Advisory Services
California
$2.22M +$505K +6,006 +30%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$2.04M -$1.35M -16,000 -40%
CAM
84
Concorde Asset Management
Michigan
$2M +$154K +1,833 +8%
AP
85
Advisors Preferred
Maryland
$2M +$1.98M +23,518 New
ACM
86
Argentus Capital Management
Texas
$1.99M +$13K +154 +0.7%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$1.98M -$76.9K -914 -4%
CCT
88
Country Club Trust
Missouri
$1.95M -$61.3K -728 -3%
PCM
89
Parsons Capital Management
Rhode Island
$1.95M -$11.9K -141 -0.6%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.86M +$245K +2,913 +15%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$1.82M -$926 -11 -0.1%
HPC
92
HM Payson & Co
Maine
$1.8M
AIG
93
American International Group
New York
$1.77M +$151K +1,791 +9%
ACP
94
Ashfield Capital Partners
California
$1.67M -$58.6K -696 -3%
CSIC
95
Clifford Swan Investment Counsel
California
$1.65M
Invesco
96
Invesco
Georgia
$1.56M -$214K -2,544 -12%
FPFS
97
First Personal Financial Services
North Carolina
$1.55M +$1.26K +15 +0.1%
VFS
98
VSR Financial Services
Kansas
$1.45M +$65K +772 +5%
BBA
99
BLB&B Advisors
Pennsylvania
$1.4M -$149K -1,771 -10%
HCP
100
Holt Capital Partners
Texas
$1.39M -$88.4K -1,050 -6%

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.