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Vanguard Intermediate-Term Bond ETF

261 hedge funds and large institutions have $5.23B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

19% more capital invested

Capital invested by funds: $4.39B → $5.23B (+$842M)

12% more funds holding

Funds holding: 233261 (+28)

4.13% more ownership

Funds ownership: 68.43%72.56% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0% more call options, than puts

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

Holders
261
Holders Change
+28
Holders Change %
+12.02%
% of All Funds
6.85%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
50
Increased
102
Reduced
64
Closed
18
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arete Wealth Advisors
Illinois
$523K +$337 +4 +0.1%
YP
152
Yellowstone Partners
Idaho
$513K +$123K +1,459 +31%
CTA
153
Chesley Taft & Associates
Illinois
$512K +$519K +6,165 New
BAC
154
Boys Arnold & Co
North Carolina
$511K +$259K +3,075 +100%
PAMG
155
Patton Albertson Miller Group
Tennessee
$509K
SCA
156
Salient Capital Advisors
Texas
$501K
DC
157
Davenport & Co
Virginia
$501K +$30.3K +360 +6%
GWCM
158
Godshalk Welsh Capital Management
Pennsylvania
$498K +$46.3K +550 +10%
W
159
Wealthfront
California
$481K +$336K +3,997 +222%
BRWM
160
B. Riley Wealth Management
Tennessee
$472K +$245K +2,915 +105%
UFA
161
US Financial Advisors
Massachusetts
$471K +$128K +1,526 +37%
EHC
162
Everett Harris & Co
California
$463K -$50.5K -600 -10%
LIM
163
Leavell Investment Management
Alabama
$456K
AIS
164
Accurate Investment Solutions
Pennsylvania
$455K +$462K +5,483 New
PFBT
165
Parkside Financial Bank & Trust
Missouri
$439K +$18.4K +219 +4%
BHB
166
Bank Hapoalim BM
Israel
$435K
US Bancorp
167
US Bancorp
Minnesota
$430K +$208K +2,472 +92%
NB
168
NBT Bank
New York
$422K
RCAG
169
Rehmann Capital Advisory Group
Michigan
$404K +$3.45K +41 +0.9%
RFC
170
Regions Financial Corp
Alabama
$397K -$103K -1,220 -20%
SAMC
171
Spectrum Asset Management (California)
California
$386K
ATC
172
Argent Trust Co
Tennessee
$371K
AA
173
Alesco Advisors
New York
$365K +$370K +4,400 New
VCM
174
Violich Capital Management
California
$356K -$33.7K -400 -9%
BCM
175
Boltwood Capital Management
California
$347K +$352K +4,177 New

BIV Hedge Fund Activity: Q4 2015 in Review

261 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2015, worth a combined $5.23B — up 19% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BIV positions and 18 closed out — a net gain of 32 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $609M. The largest seller was Fifth Third Bancorp, cutting an estimated $18.7M.

  • 261 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2015, up from 233 in Q3 2015.
  • Funds reported $5.23B of Vanguard Intermediate-Term Bond ETF stock for Q4 2015, up 19% quarter-over-quarter.
  • 50 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2015 and 18 closed out, a net change of +32 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2015 was Bank of America, an estimated $609M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2015 was Fifth Third Bancorp, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.