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
PAG
151
Private Advisor Group
New Jersey
$254K +$47.5K +559 +23%
DADC
152
D.A. Davidson & Co
Montana
$248K -$20.1K -236 -7%
MA
153
MUFG Americas
New York
$248K
ST
154
Smithfield Trust
Pennsylvania
$243K
KA
155
Kovack Advisors
Florida
$241K +$24K +282 +11%
TWA
156
TCI Wealth Advisors
Arizona
$236K +$935 +11 +0.4%
LPT
157
Legacy Private Trust
Wisconsin
$229K
BFA
158
Beaumont Financial Advisors
Massachusetts
$228K
AssetMark Inc
159
AssetMark Inc
California
$214K -$65.7K -773 -23%
PIM
160
Penobscot Investment Management
Massachusetts
$212K -$51K -600 -19%
Vanguard Group
161
Vanguard Group
Pennsylvania
$211K +$212K +2,494 New
CB
162
Commerce Bank
Missouri
$207K +$208K +2,450 New
NES
163
New England Securities
New York
$160K -$1.7K -20 -1%
AWM
164
Avior Wealth Management
Nebraska
$153K +$62.9K +740 +69%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$152K -$70K -823 -31%
ACS
166
Archford Capital Strategies
Illinois
$139K
CPIG
167
Chicago Partners Investment Group
Illinois
$119K +$119K +1,400 New
US Bancorp
168
US Bancorp
Minnesota
$109K -$85K -1,000 -44%
PSUF
169
People's United Financial
Connecticut
$98K
NC
170
NewSquare Capital
Pennsylvania
$94K -$37.4K -440 -28%
WA
171
WFG Advisors
Texas
$84K +$6.89K +81 +9%
HIM
172
Hutchens Investment Management
New Hampshire
$83K +$715K +8,407 New
MFS
173
McNamara Financial Services
Massachusetts
$83K +$715K +8,407 New
KT
174
Kanaly Trust
Texas
$61K
SAM
175
Shamrock Asset Management
Texas
$61K

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.