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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
GWCM
176
Godshalk Welsh Capital Management
Pennsylvania
$59K +$59.5K +700 New
PCTC
177
Perkins Coie Trust Company
Washington
$50K
BFEC
178
Benjamin F. Edwards & Company
Missouri
$50K +$49.9K +587 New
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$46K -$22K -259 -32%
Deutsche Bank
180
Deutsche Bank
Germany
$46K
CHP
181
Cable Hill Partners
Oregon
$43K +$43.2K +508 New
BRWM
182
B. Riley Wealth Management
Tennessee
$39K +$7.14K +84 +22%
OFS
183
Orrstown Financial Services
Pennsylvania
$39K +$39.6K +466 New
HPBT
184
High Point Bank & Trust
North Carolina
$32K -$32.8K -386 -51%
BPBT
185
Boston Private Bank & Trust
Massachusetts
$31K
JIR
186
James Investment Research
Ohio
$30K
CP
187
Corbenic Partners
Pennsylvania
$28K +$28.1K +331 New
DBT
188
Dubuque Bank & Trust
Iowa
$27K
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$25K -$149K -1,749 -86%
WEC
190
Winslow Evans & Crocker
Massachusetts
$20.3K +$20.4K +240 New
DAM
191
Delta Asset Management
Tennessee
$19K
S
192
SignatureFD
Georgia
$15K
FBT
193
Founders Bank & Trust
Michigan
$13K
KA
194
Klingman & Associates
New York
$10K +$10.3K +121 New
SGC
195
South Georgia Capital
Illinois
$8K
HR
196
Howe & Rusling
New York
$7K
CTC
197
Central Trust Company
Missouri
$7K +$7.23K +85 New
NFG
198
Next Financial Group
Texas
$6K -$111K -1,305 -95%
BRWA
199
B. Riley Wealth Advisors
Florida
$4.21K +$749K +8,812 New
SEI Investments
200
SEI Investments
Pennsylvania
$4K +$4K +47 New

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.