We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

218 hedge funds and large institutions have $3.56B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

100% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 50

40% more capital invested

Capital invested by funds: $2.55B → $3.56B (+$1.01B)

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 203218 (+15)

5.41% more ownership

Funds ownership: 62.88%68.29% (+5.4%)

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
5.81%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
37
Increased
100
Reduced
50
Closed
18
Calls
$2.55M
Puts
Net Calls
+$2.55M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
126
Associated Banc-Corp
Wisconsin
$566K
EAM
127
Evanson Asset Management
California
$556K -$35.7K -416 -6%
W
128
Wealthfront
California
$548K +$150K +1,746 +38%
IFB
129
iAB Financial Bank
Indiana
$545K +$19.3K +225 +4%
AWA
130
Arete Wealth Advisors
Illinois
$542K +$515 +6 +0.1%
EHC
131
Everett Harris & Co
California
$532K -$73K -850 -12%
FHA
132
First Horizon Advisors
Tennessee
$528K +$8.58K +100 +2%
CA
133
Cetera Advisors
Colorado
$524K +$11.3K +132 +2%
TCM
134
Traynor Capital Management
Pennsylvania
$518K +$516K +6,015 New
HL
135
HeadInvest LLC
Maine
$508K +$506K +5,890 New
LIM
136
Leavell Investment Management
Alabama
$503K -$17.2K -200 -3%
OC
137
Oppenheimer & Co
New York
$501K +$14.7K +171 +3%
SAMC
138
Spectrum Asset Management (California)
California
$496K
DC
139
Davenport & Co
Virginia
$448K +$67.8K +790 +18%
RCAG
140
Rehmann Capital Advisory Group
Michigan
$440K -$14.3K -167 -3%
HFS
141
HL Financial Services
Kentucky
$438K -$16K -186 -4%
NB
142
NBT Bank
New York
$437K
TFA
143
Transamerica Financial Advisors
Florida
$432K +$428K +4,990 +26,263%
AF
144
Affiance Financial
Minnesota
$425K +$423K +4,932 New
VCM
145
Violich Capital Management
California
$423K
ATC
146
Argent Trust Co
Tennessee
$421K +$419K +4,880 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$415K +$260K +3,024 +169%
RFC
148
Regions Financial Corp
Alabama
$412K -$17.2K -200 -4%
SIC
149
Schwartz Investment Counsel
Michigan
$392K +$107K +1,250 +38%
WCM
150
Weatherstone Capital Management
Colorado
$375K +$374K +4,352 New

BIV Hedge Fund Activity: Q1 2015 in Review

218 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2015, worth a combined $3.56B — up 40% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BIV positions and 18 closed out — a net gain of 19 holders — while 100 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $248M.

  • 218 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2015, up from 203 in Q4 2014.
  • Funds reported $3.56B of Vanguard Intermediate-Term Bond ETF stock for Q1 2015, up 40% quarter-over-quarter.
  • 37 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2015 and 18 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $327M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $248M sold.

Based on aggregated 13F filings for Q1 2015.