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Vanguard Intermediate-Term Bond ETF

161 hedge funds and large institutions have $2.11B invested in Vanguard Intermediate-Term Bond ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

7% more funds holding

Funds holding: 150161 (+11)

0.83% more ownership

Funds ownership: 61.05%61.87% (+0.83%)

1% more capital invested

Capital invested by funds: $2.09B → $2.11B (+$14M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $654K

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
4.67%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
32
Increased
48
Reduced
58
Closed
18
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
126
Heritage Investors Management Corp
Maryland
$196K
BPBT
127
Boston Private Bank & Trust
Massachusetts
$185K +$45.9K +550 +32%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$182K +$20.4M +244,351 +12%
NES
129
New England Securities
New York
$171K +$70.1K +840 +67%
TWA
130
TCI Wealth Advisors
Arizona
$165K +$834 +10 +0.5%
US Bancorp
131
US Bancorp
Minnesota
$143K -$25.9K -310 -15%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$117K -$668 -8 -0.6%
WA
133
WFG Advisors
Texas
$113K -$501 -6 -0.4%
PSUF
134
People's United Financial
Connecticut
$95K
MCM
135
Munder Capital Management
Michigan
$90K -$10K -120 -10%
M&T Bank
136
M&T Bank
New York
$76K +$31K +372 +66%
MA
137
MUFG Americas
New York
$71K +$73K +875 New
ST
138
Stifel Trust
Missouri
$64K
KT
139
Kanaly Trust
Texas
$59K +$60K +719 New
CAL
140
Capital Advisors Ltd
Ohio
$54K +$55K +659 New
PCTC
141
Perkins Coie Trust Company
Washington
$48K +$48.8K +585 New
BIM
142
BlackRock Investment Management
Delaware
$33K +$33.8K +405 New
JIR
143
James Investment Research
Ohio
$29K
Deutsche Bank
144
Deutsche Bank
Germany
$27K -$27.6K -331 -50%
TCOV
145
Trust Company of Vermont
Vermont
$21K
DAM
146
Delta Asset Management
Tennessee
$18K
BC
147
Bartlett & Co
Ohio
$16K
S
148
SignatureFD
Georgia
$15K
V
149
Veritable
Delaware
$15K +$15K +180 New
FBT
150
Founders Bank & Trust
Michigan
$13K

BIV Hedge Fund Activity: Q4 2013 in Review

161 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2013, worth a combined $2.11B — up 0.67% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BIV positions and 18 closed out — a net gain of 14 holders — while 48 added to existing stakes and 58 trimmed.

The largest buyer was Aegon USA Investment Management, adding an estimated $57.9M. The largest seller was Morgan Stanley, cutting an estimated $29.3M.

  • 161 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $2.11B of Vanguard Intermediate-Term Bond ETF stock for Q4 2013, up 0.67% quarter-over-quarter.
  • 32 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2013 and 18 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2013 was Aegon USA Investment Management, an estimated $57.9M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2013 was Morgan Stanley, an estimated $29.3M sold.

Based on aggregated 13F filings for Q4 2013.