We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

203 hedge funds and large institutions have $2.55B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

125% more funds holding in top 10

Funds holding in top 10: 818 (+10)

63% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 46

17% more funds holding

Funds holding: 174203 (+29)

6% more capital invested

Capital invested by funds: $2.42B → $2.55B (+$135M)

1.37% less ownership

Funds ownership: 64.25%62.88% (-1.4%)

Holders
203
Holders Change
+29
Holders Change %
+16.67%
% of All Funds
5.41%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
45
Increased
75
Reduced
46
Closed
11
Calls
$1.75M
Puts
Net Calls
+$1.75M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Cetera Advisors
Colorado
$505K +$54K +635 +12%
SAMC
127
Spectrum Asset Management (California)
California
$487K +$489K +5,750 New
OC
128
Oppenheimer & Co
New York
$478K -$59.8K -703 -11%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$475K +$262M +3,083,535 +122%
RCAG
130
Rehmann Capital Advisory Group
Michigan
$447K +$448K +5,274 New
HFS
131
HL Financial Services
Kentucky
$446K +$53.2K +626 +14%
NB
132
NBT Bank
New York
$430K
AIM
133
AMI Investment Management
Indiana
$427K +$456K +5,365 New
RFC
134
Regions Financial Corp
Alabama
$422K
VCM
135
Violich Capital Management
California
$416K -$7.65K -90 -2%
FA
136
FDx Advisors
Illinois
$413K +$414K +4,872 New
W
137
Wealthfront
California
$390K -$12.8K -150 -3%
DC
138
Davenport & Co
Virginia
$374K
FC
139
Forte Capital
New York
$366K -$24.4K -287 -6%
TC
140
Taylor Cottrill
New Hampshire
$337K
LFG
141
LifePlan Financial Group
Ohio
$335K +$337K +3,958 New
TI
142
Truepoint Inc
Ohio
$308K +$14.1K +166 +5%
AA
143
Ancora Advisors
Ohio
$293K
BSW
144
Buckingham Strategic Wealth
Missouri
$292K +$35K +412 +14%
HIMC
145
Heritage Investors Management Corp
Maryland
$288K
MCTIC
146
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$288K
BO
147
BRR OpCo
Ohio
$281K +$282K +3,315 New
SIC
148
Schwartz Investment Counsel
Michigan
$279K
LIM
149
Loudon Investment Management
New Hampshire
$274K
FMW
150
Farr Miller & Washington
District of Columbia
$254K

BIV Hedge Fund Activity: Q4 2014 in Review

203 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2014, worth a combined $2.55B — up 5.6% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIV positions and 11 closed out — a net gain of 34 holders — while 75 added to existing stakes and 46 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $262M. The largest seller was Bank of America, cutting an estimated $448M.

  • 203 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $2.55B of Vanguard Intermediate-Term Bond ETF stock for Q4 2014, up 5.6% quarter-over-quarter.
  • 45 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2014 and 11 closed out, a net change of +34 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $262M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2014 was Bank of America, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2014.