We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

276 hedge funds and large institutions have $6.16B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103,400% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $1K

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 76

18% more capital invested

Capital invested by funds: $5.23B → $6.16B (+$932M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 261276 (+15)

0.46% more ownership

Funds ownership: 72.56%73.02% (+0.46%)

Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
7.35%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
40
Increased
116
Reduced
76
Closed
21
Calls
$1.03M
Puts
$1K
Net Calls
+$1.03M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
Transamerica Financial Advisors
Florida
$738K +$145K +1,706 +25%
Franklin Resources
152
Franklin Resources
California
$736K +$55.1K +650 +8%
Luther King Capital Management (LKCM)
153
Luther King Capital Management (LKCM)
Texas
$726K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$710K +$61.6K +727 +10%
IA
155
IFP Advisors
Florida
$696K +$33.6K +397 +5%
WSFS
156
Wilmington Savings Fund Society
Delaware
$691K
RJT
157
Raymond James Trust
Florida
$683K -$132K -1,557 -16%
MFS
158
Madrona Financial Services
Washington
$666K +$654K +7,715 New
CI
159
Cavalier Investments
Georgia
$663K -$19.2K -226 -3%
DAS
160
Dynamic Advisor Solutions
Arizona
$654K +$75K +885 +13%
ABC
161
Associated Banc-Corp
Wisconsin
$652K +$40.7K +480 +7%
SIC
162
Salem Investment Counselors
North Carolina
$599K -$12.9K -152 -2%
RT
163
Reliance Trust
Georgia
$581K
IFB
164
iAB Financial Bank
Indiana
$569K
RC
165
Roundview Capital
New Jersey
$558K
GWCM
166
Godshalk Welsh Capital Management
Pennsylvania
$548K +$29.7K +350 +6%
FHA
167
First Horizon Advisors
Tennessee
$547K
AWA
168
Arete Wealth Advisors
Illinois
$543K
CTA
169
Chesley Taft & Associates
Illinois
$532K
SCA
170
Salient Capital Advisors
Texas
$520K
AIM
171
Arcadia Investment Management
Michigan
$516K +$164K +1,931 +48%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$511K +$54.2K +639 +12%
US Bancorp
173
US Bancorp
Minnesota
$509K +$62K +732 +14%
DC
174
Davenport & Co
Virginia
$503K -$16.9K -200 -3%
UFA
175
US Financial Advisors
Massachusetts
$499K +$10K +118 +2%

BIV Hedge Fund Activity: Q1 2016 in Review

276 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2016, worth a combined $6.16B — up 18% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BIV positions and 21 closed out — a net gain of 19 holders — while 116 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $215M. The largest seller was HighTower Advisors, cutting an estimated $45M.

  • 276 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2016, up from 261 in Q4 2015.
  • Funds reported $6.16B of Vanguard Intermediate-Term Bond ETF stock for Q1 2016, up 18% quarter-over-quarter.
  • 40 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2016 and 21 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $215M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2016 was HighTower Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2016.