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Vanguard Intermediate-Term Bond ETF

203 hedge funds and large institutions have $2.55B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

125% more funds holding in top 10

Funds holding in top 10: 818 (+10)

63% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 46

17% more funds holding

Funds holding: 174203 (+29)

6% more capital invested

Capital invested by funds: $2.42B → $2.55B (+$135M)

1.37% less ownership

Funds ownership: 64.25%62.88% (-1.4%)

Holders
203
Holders Change
+29
Holders Change %
+16.67%
% of All Funds
5.41%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
45
Increased
75
Reduced
46
Closed
11
Calls
$1.75M
Puts
Net Calls
+$1.75M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
STIA
101
Stone Toro Investment Advisers
New Jersey
$755K
SCA
102
Salient Capital Advisors
Texas
$740K
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$713K
LCP
104
Legacy Capital Partners
Wisconsin
$705K +$348K +4,094 +97%
DAS
105
Dynamic Advisor Solutions
Arizona
$688K -$304K -3,575 -31%
SIC
106
Salem Investment Counselors
North Carolina
$635K -$3.15K -37 -0.5%
KeyBank National Association
107
KeyBank National Association
Ohio
$621K +$188K +2,213 +43%
B
108
Baird
Wisconsin
$612K +$52.2K +614 +9%
CAN
109
Cetera Advisor Networks
California
$600K -$12.7K -149 -2%
Millennium Management
110
Millennium Management
New York
$600K +$277K +3,255 +85%
BOS
111
Bank of Stockton
California
$598K
EHC
112
Everett Harris & Co
California
$595K +$25.5K +300 +4%
RCM
113
Rotella Capital Management
Washington
$584K -$323K -3,800 -36%
EAM
114
Evanson Asset Management
California
$582K +$156K +1,834 +36%
ABC
115
Associated Banc-Corp
Wisconsin
$557K +$76.5K +900 +16%
SPC
116
Sigma Planning Corp
Michigan
$554K +$556K +6,544 New
SS
117
Simplicity Solutions
Minnesota
$539K +$541K +6,360 New
SWP
118
Stratos Wealth Partners
Ohio
$534K +$536K +6,303 New
AWA
119
Arete Wealth Advisors
Illinois
$532K +$10.4K +122 +2%
VAM
120
Visionary Asset Management
Texas
$531K +$533K +6,268 New
IFB
121
iAB Financial Bank
Indiana
$517K +$108K +1,275 +26%
LIM
122
Leavell Investment Management
Alabama
$511K +$5.87K +69 +1%
FHA
123
First Horizon Advisors
Tennessee
$510K +$46.3K +545 +10%
AWA
124
AmeriServ Wealth Advisors
Pennsylvania
$508K
CWM
125
Concert Wealth Management
California
$506K +$85 +1 +0%

BIV Hedge Fund Activity: Q4 2014 in Review

203 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2014, worth a combined $2.55B — up 5.6% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIV positions and 11 closed out — a net gain of 34 holders — while 75 added to existing stakes and 46 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $262M. The largest seller was Bank of America, cutting an estimated $448M.

  • 203 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $2.55B of Vanguard Intermediate-Term Bond ETF stock for Q4 2014, up 5.6% quarter-over-quarter.
  • 45 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2014 and 11 closed out, a net change of +34 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $262M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2014 was Bank of America, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2014.