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Vanguard Intermediate-Term Bond ETF

261 hedge funds and large institutions have $5.23B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

19% more capital invested

Capital invested by funds: $4.39B → $5.23B (+$842M)

12% more funds holding

Funds holding: 233261 (+28)

4.13% more ownership

Funds ownership: 68.43%72.56% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

Holders
261
Holders Change
+28
Holders Change %
+12.02%
% of All Funds
6.85%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
50
Increased
102
Reduced
64
Closed
18
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
101
Compass Financial Group (Florida)
Florida
$1.64M +$1.66M +19,736 New
ACP
102
Ashfield Capital Partners
California
$1.63M
CAM
103
Concorde Asset Management
Michigan
$1.63M -$329K -3,909 -17%
CSIC
104
Clifford Swan Investment Counsel
California
$1.62M
FPFS
105
First Personal Financial Services
North Carolina
$1.46M -$57.5K -683 -4%
Invesco
106
Invesco
Georgia
$1.43M -$94.2K -1,119 -6%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.41M +$706K +8,381 +98%
ANBT
108
American National Bank & Trust
Texas
$1.32M -$39.6K -470 -3%
DSC
109
Duncker Streett & Co
Missouri
$1.31M +$1.01K +12 +0.1%
HCP
110
Holt Capital Partners
Texas
$1.28M -$80K -950 -6%
CA
111
Cetera Advisors
Colorado
$1.25M +$721K +8,565 +133%
NG
112
Northstar Group
New York
$1.22M +$88.4K +1,050 +8%
PAS
113
Partnervest Advisory Services
California
$1.07M +$1.09M +12,966 New
AI
114
Atria Investments
North Carolina
$1.02M +$1.02M +12,141 New
BSW
115
Buckingham Strategic Wealth
Missouri
$970K -$2.27K -27 -0.2%
BBA
116
BLB&B Advisors
Pennsylvania
$960K -$416K -4,940 -30%
Millennium Management
117
Millennium Management
New York
$952K +$965K +11,458 New
MAM
118
Marquette Asset Management
Minnesota
$951K
BOS
119
Bank of Stockton
California
$914K +$168K +2,000 +22%
WRTC
120
Wind River Trust Company
Wyoming
$897K -$4.82M -57,201 -84%
BTS
121
BB&T Securities
Virginia
$879K -$23.2K -276 -3%
Creative Planning
122
Creative Planning
Kansas
$868K +$176K +2,094 +25%
CAN
123
Cetera Advisor Networks
California
$816K +$282K +3,352 +52%
LCP
124
Legacy Capital Partners
Wisconsin
$812K -$14.3K -170 -2%
PFPT
125
Pinnacle Financial Partners (Tennessee)
Tennessee
$793K +$804K +9,550 New

BIV Hedge Fund Activity: Q4 2015 in Review

261 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2015, worth a combined $5.23B — up 19% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BIV positions and 18 closed out — a net gain of 32 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $609M. The largest seller was Fifth Third Bancorp, cutting an estimated $18.7M.

  • 261 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2015, up from 233 in Q3 2015.
  • Funds reported $5.23B of Vanguard Intermediate-Term Bond ETF stock for Q4 2015, up 19% quarter-over-quarter.
  • 50 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2015 and 18 closed out, a net change of +32 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2015 was Bank of America, an estimated $609M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2015 was Fifth Third Bancorp, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.