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Vanguard Intermediate-Term Bond ETF

218 hedge funds and large institutions have $3.56B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

100% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 50

40% more capital invested

Capital invested by funds: $2.55B → $3.56B (+$1.01B)

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 203218 (+15)

5.41% more ownership

Funds ownership: 62.88%68.29% (+5.4%)

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
5.81%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
37
Increased
100
Reduced
50
Closed
18
Calls
$2.55M
Puts
Net Calls
+$2.55M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
176
Commerce Bank
Missouri
$211K
ST
177
Smithfield Trust
Pennsylvania
$210K -$37.8K -440 -15%
TWA
178
TCI Wealth Advisors
Arizona
$204K -$36.1K -421 -15%
CWA
179
Convergent Wealth Advisors
Maryland
$203K +$202K +2,357 New
LPT
180
Legacy Private Trust
Wisconsin
$201K -$31.3K -365 -14%
BRWM
181
B. Riley Wealth Management
Tennessee
$170K +$129K +1,508 +323%
VNA
182
Valley National Advisers
Pennsylvania
$169K +$168K +1,957 New
AWM
183
Avior Wealth Management
Nebraska
$168K +$12.4K +144 +8%
OFS
184
Orrstown Financial Services
Pennsylvania
$167K +$126K +1,466 +315%
ACS
185
Archford Capital Strategies
Illinois
$148K +$6.01K +70 +4%
HNB
186
Huntington National Bank
Ohio
$129K +$128K +1,496 New
NC
187
NewSquare Capital
Pennsylvania
$124K +$28K +326 +29%
CPIG
188
Chicago Partners Investment Group
Illinois
$121K +$2.23K +26 +2%
WCM
189
Wealthcare Capital Management
Virginia
$102K +$102K +1,188 New
PSUF
190
People's United Financial
Connecticut
$100K
JIC
191
Joel Isaacson & Co
New York
$93K +$92.3K +1,075 New
US Bancorp
192
US Bancorp
Minnesota
$83K -$26.6K -310 -24%
SF
193
Synovus Financial
Georgia
$80K +$79.2K +923 New
IWMPD
194
Integrated Wealth Management (Palm Desert)
California
$70K +$70.4K +820 New
SAM
195
Shamrock Asset Management
Texas
$63K
KT
196
Kanaly Trust
Texas
$62K
BFEC
197
Benjamin F. Edwards & Company
Missouri
$51K +$601 +7 +1%
PCTC
198
Perkins Coie Trust Company
Washington
$50K
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$47K
CHP
200
Cable Hill Partners
Oregon
$46K +$1.63K +19 +4%

BIV Hedge Fund Activity: Q1 2015 in Review

218 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2015, worth a combined $3.56B — up 40% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BIV positions and 18 closed out — a net gain of 19 holders — while 100 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $248M.

  • 218 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2015, up from 203 in Q4 2014.
  • Funds reported $3.56B of Vanguard Intermediate-Term Bond ETF stock for Q1 2015, up 40% quarter-over-quarter.
  • 37 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2015 and 18 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $327M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $248M sold.

Based on aggregated 13F filings for Q1 2015.