We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

168 hedge funds and large institutions have $2.4B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

39% more capital invested

Capital invested by funds: $1.73B → $2.4B (+$673M)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

6% more funds holding

Funds holding: 158168 (+10)

6.15% more ownership

Funds ownership: 56.98%63.12% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
21
Increased
60
Reduced
50
Closed
11
Calls
$678K
Puts
Net Calls
+$678K
Net Calls Change
+$978K
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
126
Penobscot Investment Management
Massachusetts
$254K +$252K +3,000 New
MA
127
MUFG Americas
New York
$248K
ST
128
Smithfield Trust
Pennsylvania
$243K +$19K +226 +9%
AIG
129
American International Group
New York
$238K +$48.3K +574 +26%
PAG
130
Private Advisor Group
New Jersey
$236K +$235K +2,792 New
LPT
131
Legacy Private Trust
Wisconsin
$229K
PFS
132
Prospera Financial Services
Texas
$228K -$12.1K -144 -5%
KA
133
Kovack Advisors
Florida
$217K +$216K +2,563 New
VFS
134
VSR Financial Services
Kansas
$205K -$21K -250 -9%
RJT
135
Raymond James Trust
Florida
$203K +$202K +2,404 New
BRWA
136
B. Riley Wealth Advisors
Florida
$199K +$11.9K +142 +6%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$184K +$36.7K +436 +25%
TWA
138
TCI Wealth Advisors
Arizona
$183K -$9K -107 -5%
NES
139
New England Securities
New York
$164K -$1.68K -20 -1%
ACS
140
Archford Capital Strategies
Illinois
$145K -$30.4K -362 -17%
CG
141
Colony Group
Massachusetts
$128K +$127K +1,508 New
NC
142
NewSquare Capital
Pennsylvania
$118K +$98K +1,165 +518%
PSUF
143
People's United Financial
Connecticut
$98K
Deutsche Bank
144
Deutsche Bank
Germany
$90K +$62K +737 +223%
US Bancorp
145
US Bancorp
Minnesota
$85K -$439K -5,226 -84%
WA
146
WFG Advisors
Texas
$76K -$8.32K -99 -10%
MCM
147
Munder Capital Management
Michigan
$68K
KT
148
Kanaly Trust
Texas
$61K
SAM
149
Shamrock Asset Management
Texas
$61K
PCTC
150
Perkins Coie Trust Company
Washington
$50K

BIV Hedge Fund Activity: Q2 2014 in Review

168 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2014, worth a combined $2.4B — up 39% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BIV positions and 11 closed out — a net gain of 10 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $252M. The largest seller was Fifth Third Bancorp, cutting an estimated $15.1M.

  • 168 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2014, up from 158 in Q1 2014.
  • Funds reported $2.4B of Vanguard Intermediate-Term Bond ETF stock for Q2 2014, up 39% quarter-over-quarter.
  • 21 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2014 and 11 closed out, a net change of +10 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $252M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2014 was Fifth Third Bancorp, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2014.