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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
FAAS
76
First Allied Advisory Services
California
$3.57M +$531K +6,268 +18%
AMG
77
Asset Management Group
Connecticut
$3.21M -$105K -1,243 -3%
VFS
78
VSR Financial Services
Kansas
$3.2M +$1.37M +16,126 +77%
BRWA
79
B. Riley Wealth Advisors
Florida
$3.17M -$297K -3,501 -9%
SAM
80
SignalPoint Asset Management
Missouri
$3.14M +$73.8K +871 +2%
TCT
81
TIAA CREF Trust
Missouri
$3.08M +$87.4K +1,031 +3%
CWM
82
Cornerstone Wealth Management
Missouri
$3M +$2.94M +34,710 New
PCA
83
Peddock Capital Advisors
Massachusetts
$2.96M -$6.1K -72 -0.2%
CA
84
Cetera Advisors
Colorado
$2.95M +$1.62M +19,134 +127%
CS
85
Comerica Securities
Michigan
$2.88M +$381K +4,491 +16%
PAG
86
Private Advisor Group
New Jersey
$2.68M -$164K -1,936 -6%
VWM
87
Venturi Wealth Management
Texas
$2.65M +$25K +295 +1%
GWM
88
Geneos Wealth Management
Colorado
$2.65M +$2.61M +30,788 New
FAM
89
Foothills Asset Management
Arizona
$2.5M -$424 -5 -0%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$2.43M +$322K +3,800 +16%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$2.38M +$415K +4,896 +22%
BW
92
Bison Wealth
Georgia
$2.38M +$59.2K +698 +3%
HIIFS
93
Harel Insurance Investments & Financial Services
Israel
$2.29M
Jane Street
94
Jane Street
New York
$2.25M +$2.21M +26,059 New
UBWV
95
United Bank (West Virginia)
West Virginia
$2.23M +$2.2M +25,904 New
MFP
96
Mosaic Financial Partners
California
$2.05M -$185K -2,178 -8%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$1.99M -$292K -3,446 -13%
HighTower Advisors
98
HighTower Advisors
Illinois
$1.98M -$45M -530,624 -96%
MFT
99
Moisand Fitzgerald Tamayo
Florida
$1.95M +$85K +1,003 +5%
PCM
100
Parsons Capital Management
Rhode Island
$1.92M -$64.3K -759 -3%

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.