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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
GJIC
101
Gamble Jones Investment Counsel
California
$425K +$1.93K +23 +0.5%
KeyBank National Association
102
KeyBank National Association
Ohio
$425K +$203K +2,417 +93%
VCM
103
Violich Capital Management
California
$402K -$58.9K -700 -13%
HFS
104
HL Financial Services
Kentucky
$394K -$69.2K -823 -15%
DC
105
Davenport & Co
Virginia
$374K
Millennium Management
106
Millennium Management
New York
$364K +$362K +4,302 New
IFB
107
iAB Financial Bank
Indiana
$347K +$16.8K +200 +5%
TC
108
Taylor Cottrill
New Hampshire
$337K
AssetMark Inc
109
AssetMark Inc
California
$332K -$114K -1,354 -26%
CCG
110
Chatham Capital Group
Georgia
$329K
AWM
111
Altavista Wealth Management
North Carolina
$324K
OC
112
Oppenheimer & Co
New York
$319K +$105K +1,246 +49%
HPBT
113
High Point Bank & Trust
North Carolina
$299K
LCP
114
Legacy Capital Partners
Wisconsin
$296K +$294K +3,495 New
CAN
115
Cetera Advisor Networks
California
$294K -$9.5K -113 -3%
AA
116
Ancora Advisors
Ohio
$293K
LIM
117
Loudon Investment Management
New Hampshire
$292K
CS
118
Credit Suisse
Switzerland
$288K -$13.8K -164 -5%
MCTIC
119
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$288K
HIMC
120
Heritage Investors Management Corp
Maryland
$288K +$286K +3,400 New
SIC
121
Schwartz Investment Counsel
Michigan
$279K -$16.8K -200 -6%
DSC
122
Duncker Streett & Co
Missouri
$274K +$25.7K +306 +10%
DADC
123
D.A. Davidson & Co
Montana
$268K -$16.8K -200 -6%
BSW
124
Buckingham Strategic Wealth
Missouri
$259K +$257K +3,058 New
FMW
125
Farr Miller & Washington
District of Columbia
$254K

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.