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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
ANBT
101
American National Bank & Trust
Texas
$1.39M -$16.8K -200 -1%
DSC
102
Duncker Streett & Co
Missouri
$1.34M +$51K +606 +4%
Barclays
103
Barclays
United Kingdom
$1.26M
UCFA
104
United Capital Financial Advisors
Texas
$1.19M +$1.18M +14,017 New
NG
105
Northstar Group
New York
$1.16M +$54.7K +650 +5%
AIM
106
AMI Investment Management
Indiana
$996K +$194K +2,300 +23%
BSW
107
Buckingham Strategic Wealth
Missouri
$993K +$269K +3,201 +38%
JPTCCM
108
J.P. Turner & Co Capital Management
Georgia
$979K +$618K +7,342 +174%
MAM
109
Marquette Asset Management
Minnesota
$972K +$50.5K +600 +6%
BTS
110
BB&T Securities
Virginia
$921K +$237K +2,821 +35%
PAG
111
Private Advisor Group
New Jersey
$876K -$17.8K -212 -2%
LCP
112
Legacy Capital Partners
Wisconsin
$844K +$4.8K +57 +0.6%
Vanguard Group
113
Vanguard Group
Pennsylvania
$826K +$107K +1,267 +15%
PPA
114
Parametric Portfolio Associates
Washington
$826K +$384K +4,562 +88%
FIM
115
Freedom Investment Management
Connecticut
$794K -$4.67M -55,504 -79%
BOS
116
Bank of Stockton
California
$764K
JP Morgan Chase
117
JP Morgan Chase
New York
$727K +$56.2K +668 +8%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$725K -$233K -2,768 -24%
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$714K
Creative Planning
120
Creative Planning
Kansas
$709K +$703K +8,353 New
WSFS
121
Wilmington Savings Fund Society
Delaware
$680K +$367K +4,366 +120%
SIA
122
Starfire Investment Advisers
Michigan
$677K -$14.3K -170 -2%
RJT
123
Raymond James Trust
Florida
$669K +$312K +3,705 +88%
Franklin Resources
124
Franklin Resources
California
$668K +$662K +7,870 New
RT
125
Reliance Trust
Georgia
$607K

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.