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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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$1.22M +$34.2K +399 +3%
NG
102
Northstar Group
New York
$1.18M +$17.2K +200 +1%
FAAS
103
First Allied Advisory Services
California
$1.16M +$290K +3,381 +34%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$1.13M +$91.9K +1,071 +9%
MAM
105
Marquette Asset Management
Minnesota
$936K -$4.38K -51 -0.5%
B
106
Baird
Wisconsin
$896K +$271K +3,163 +44%
PAMG
107
Patton Albertson Miller Group
Tennessee
$847K -$275K -3,205 -25%
LCP
108
Legacy Capital Partners
Wisconsin
$823K +$105K +1,219 +15%
BOS
109
Bank of Stockton
California
$781K +$172K +2,000 +28%
PAG
110
Private Advisor Group
New Jersey
$773K +$512K +5,967 +199%
STIA
111
Stone Toro Investment Advisers
New Jersey
$769K
SWP
112
Stratos Wealth Partners
Ohio
$754K +$208K +2,421 +38%
Creative Planning
113
Creative Planning
Kansas
$752K -$139K -1,625 -16%
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$725K
DAS
115
Dynamic Advisor Solutions
Arizona
$675K -$25.7K -300 -4%
CAN
116
Cetera Advisor Networks
California
$672K +$63.3K +737 +10%
SIC
117
Salem Investment Counselors
North Carolina
$667K +$20.8K +242 +3%
KeyBank National Association
118
KeyBank National Association
Ohio
$632K
AIM
119
AMI Investment Management
Indiana
$631K +$215K +2,500 +47%
JP Morgan Chase
120
JP Morgan Chase
New York
$611K +$609K +7,095 New
SCA
121
Salient Capital Advisors
Texas
$604K -$149K -1,735 -20%
SPC
122
Sigma Planning Corp
Michigan
$598K +$33.5K +390 +6%
RT
123
Reliance Trust
Georgia
$581K -$949K -11,053 -62%
SIA
124
Starfire Investment Advisers
Michigan
$576K +$574K +6,684 New
BRWA
125
B. Riley Wealth Advisors
Florida
$567K -$192K -2,239 -25%

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.