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Vanguard Intermediate-Term Bond ETF

276 hedge funds and large institutions have $6.16B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103,400% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $1K

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 76

18% more capital invested

Capital invested by funds: $5.23B → $6.16B (+$932M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 261276 (+15)

0.46% more ownership

Funds ownership: 72.56%73.02% (+0.46%)

Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
7.35%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
40
Increased
116
Reduced
76
Closed
21
Calls
$1.03M
Puts
$1K
Net Calls
+$1.03M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
CCT
101
Country Club Trust
Missouri
$1.85M +$47.1K +556 +3%
CFGF
102
Compass Financial Group (Florida)
Florida
$1.78M +$76.8K +906 +5%
PFS
103
Prospera Financial Services
Texas
$1.76M +$1.73M +20,436 New
UCFA
104
United Capital Financial Advisors
Texas
$1.68M -$225K -2,651 -12%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$1.68M +$216K +2,553 +15%
CSIC
106
Clifford Swan Investment Counsel
California
$1.68M
ACP
107
Ashfield Capital Partners
California
$1.68M -$16.5K -195 -1%
AIM
108
Anchor Investment Management
South Carolina
$1.67M +$1.64M +19,335 New
CWM
109
Concert Wealth Management
California
$1.47M +$1.44M +16,973 New
Millennium Management
110
Millennium Management
New York
$1.44M +$447K +5,273 +46%
FPFS
111
First Personal Financial Services
North Carolina
$1.42M -$91.7K -1,082 -6%
Invesco
112
Invesco
Georgia
$1.39M -$97.6K -1,152 -7%
BWM
113
BerganKDV Wealth Management
Minnesota
$1.38M +$1.36M +16,008 New
DSC
114
Duncker Streett & Co
Missouri
$1.36M +$424 +5 +0%
ANBT
115
American National Bank & Trust
Texas
$1.36M -$4.24K -50 -0.3%
HCP
116
Holt Capital Partners
Texas
$1.33M
HSBC Holdings
117
HSBC Holdings
United Kingdom
$1.29M -$424K -5,000 -25%
CAM
118
Concorde Asset Management
Michigan
$1.29M -$378K -4,457 -23%
HFS
119
HL Financial Services
Kentucky
$1.27M +$608K +7,176 +95%
PAMG
120
Patton Albertson Miller Group
Tennessee
$1.25M +$709K +8,363 +136%
NG
121
Northstar Group
New York
$1.24M -$25.4K -300 -2%
AI
122
Atria Investments
North Carolina
$1.18M +$130K +1,532 +13%
Creative Planning
123
Creative Planning
Kansas
$1.13M +$226K +2,667 +26%
HPC
124
HM Payson & Co
Maine
$1.11M -$700K -8,254 -39%
YP
125
Yellowstone Partners
Idaho
$1.08M +$541K +6,384 +103%

BIV Hedge Fund Activity: Q1 2016 in Review

276 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2016, worth a combined $6.16B — up 18% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BIV positions and 21 closed out — a net gain of 19 holders — while 116 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $215M. The largest seller was HighTower Advisors, cutting an estimated $45M.

  • 276 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2016, up from 261 in Q4 2015.
  • Funds reported $6.16B of Vanguard Intermediate-Term Bond ETF stock for Q1 2016, up 18% quarter-over-quarter.
  • 40 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2016 and 21 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $215M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2016 was HighTower Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2016.