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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
ST
151
Stifel Trust
Missouri
$50K
M&T Bank
152
M&T Bank
New York
$48K
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$44K +$43.2K +514 New
BRWM
154
B. Riley Wealth Management
Tennessee
$32K +$17.5K +208 +119%
BPBT
155
Boston Private Bank & Trust
Massachusetts
$31K
JIR
156
James Investment Research
Ohio
$30K
DBT
157
Dubuque Bank & Trust
Iowa
$27K
CGT
158
Capital Guardian Trust
California
$25K +$25.2K +300 New
DAM
159
Delta Asset Management
Tennessee
$19K
S
160
SignatureFD
Georgia
$15K
FBT
161
Founders Bank & Trust
Michigan
$13K
PFO
162
Pathstone Family Office
New Jersey
$8K
SGC
163
South Georgia Capital
Illinois
$8K +$7.99K +95 New
TFA
164
Transamerica Financial Advisors
Florida
$6K +$84 +1 +1%
PAS
165
Partnervest Advisory Services
California
$4K
NFG
166
Next Financial Group
Texas
$4K +$3.62K +43 New
TJHA
167
Thomas J. Herzfeld Advisors
Florida
$3K +$3.11K +37 New
MAS
168
Madden Advisory Services
Florida
$2K -$10.6K -126 -84%
JFA
169
JNBA Financial Advisors
Minnesota
$2K
PIM
170
Parasol Investment Management
Illinois
$1K
Jane Street
171
Jane Street
New York
-$518K -6,221 Closed
SWM
172
SVA Wealth Management
Wisconsin
-$238K -2,856 Closed
CCM
173
Coe Capital Management
Illinois
-$206K -2,474 Closed
BIM
174
BlackRock Investment Management
Delaware
-$173K -2,074 Closed
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$54K -650 Closed

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.