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Vanguard Intermediate-Term Bond ETF

233 hedge funds and large institutions have $4.39B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

53% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 66

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

18% more capital invested

Capital invested by funds: $3.73B → $4.39B (+$661M)

4% more funds holding

Funds holding: 223233 (+10)

2.23% more ownership

Funds ownership: 66.2%68.43% (+2.2%)

96% less call options, than puts

Call options by funds: $17K | Put options by funds: $433K

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% of All Funds
6.51%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.84%
New
24
Increased
101
Reduced
66
Closed
13
Calls
$17K
Puts
$433K
Net Calls
-$416K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
126
Salem Investment Counselors
North Carolina
$604K +$3.53K +42 +0.6%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$599K +$190K +2,256 +47%
TFA
128
Transamerica Financial Advisors
Florida
$581K +$109K +1,299 +23%
EAM
129
Evanson Asset Management
California
$551K +$1.6K +19 +0.3%
HL
130
HeadInvest LLC
Maine
$550K +$50.1K +595 +10%
CAN
131
Cetera Advisor Networks
California
$549K -$113K -1,343 -17%
IFB
132
iAB Financial Bank
Indiana
$545K -$4.21K -50 -0.8%
CA
133
Cetera Advisors
Colorado
$544K -$19.4K -230 -3%
AWA
134
Arete Wealth Advisors
Illinois
$534K
OC
135
Oppenheimer & Co
New York
$533K +$6.73K +80 +1%
DAS
136
Dynamic Advisor Solutions
Arizona
$525K +$521K +6,194 New
EHC
137
Everett Harris & Co
California
$524K
FHA
138
First Horizon Advisors
Tennessee
$521K -$8.41K -100 -2%
PAMG
139
Patton Albertson Miller Group
Tennessee
$520K -$61.4K -730 -11%
SCA
140
Salient Capital Advisors
Texas
$512K
KeyBank National Association
141
KeyBank National Association
Ohio
$511K -$8.41K -100 -2%
RFC
142
Regions Financial Corp
Alabama
$510K
ABC
143
Associated Banc-Corp
Wisconsin
$489K -$50.8K -604 -9%
HFS
144
HL Financial Services
Kentucky
$489K -$33.7K -400 -6%
SPC
145
Sigma Planning Corp
Michigan
$488K -$5.39K -64 -1%
DC
146
Davenport & Co
Virginia
$481K +$8.41K +100 +2%
BRWA
147
B. Riley Wealth Advisors
Florida
$481K +$218K +2,585 +84%
SWP
148
Stratos Wealth Partners
Ohio
$469K -$121K -1,440 -21%
LIM
149
Leavell Investment Management
Alabama
$466K -$10.4K -123 -2%
GWCM
150
Godshalk Welsh Capital Management
Pennsylvania
$462K +$143K +1,700 +45%

BIV Hedge Fund Activity: Q3 2015 in Review

233 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2015, worth a combined $4.39B — up 18% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BIV positions and 13 closed out — a net gain of 11 holders — while 101 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $1.27B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $106M sold.

  • 233 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2015, up from 223 in Q2 2015.
  • Funds reported $4.39B of Vanguard Intermediate-Term Bond ETF stock for Q3 2015, up 18% quarter-over-quarter.
  • 24 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2015 and 13 closed out, a net change of +11 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.27B added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2015.