Vanguard Intermediate-Term Bond ETF
314 hedge funds and large institutions have $7.75B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 18 closing their positions.
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
99% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 73
6% more funds holding
Funds holding: 295 → 314 (+19)
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
4% more capital invested
Capital invested by funds: $7.43B → $7.75B (+$325M)
2.52% less ownership
Funds ownership: 73% → 70.48% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$412M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$138M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$97.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$35.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$402M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$29M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$23.5M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$22.6M |
| 5 |
VAM
Visionary Asset Management
Houston,
Texas
|
-$11M |
BIV Hedge Fund Activity: Q3 2016 in Review
314 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2016, worth a combined $7.75B — up 4.4% from $7.43B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BIV positions and 18 closed out — a net gain of 21 holders — while 145 added to existing stakes and 73 trimmed.
The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $402M.
- 314 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2016, up from 295 in Q2 2016.
- Funds reported $7.75B of Vanguard Intermediate-Term Bond ETF stock for Q3 2016, up 4.4% quarter-over-quarter.
- 39 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2016 and 18 closed out, a net change of +21 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2016 was Bank of America, an estimated $412M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2016 was Beacon Capital Management Inc (Ohio), an estimated $402M sold.
Based on aggregated 13F filings for Q3 2016.