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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
TC
176
Taylor Cottrill
New Hampshire
$345K
AIM
177
Arcadia Investment Management
Michigan
$336K +$341K +4,047 New
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$332K +$337K +4,007 New
JIC
179
Joel Isaacson & Co
New York
$329K +$84.2K +1,000 +34%
AA
180
Ancora Advisors
Ohio
$321K
EAM
181
Evanson Asset Management
California
$316K -$227K -2,693 -41%
OC
182
Oarsman Capital
Wisconsin
$316K +$321K +3,810 New
LIM
183
Loudon Investment Management
New Hampshire
$309K
OC
184
Oppenheimer & Co
New York
$303K -$222K -2,637 -42%
CB
185
Community Bank
New York
$303K +$307K +3,645 New
HWP
186
Hefty Wealth Partners
Indiana
$298K +$302K +3,593 New
TI
187
Truepoint Inc
Ohio
$290K -$11.5K -137 -4%
MIC
188
Meridian Investment Counsel
California
$285K +$289K +3,429 New
KA
189
Kovack Advisors
Florida
$276K +$18.8K +223 +7%
BCM
190
Brookstone Capital Management
Illinois
$271K -$66.2K -786 -19%
AFWA
191
Ancora Family Wealth Advisors
Ohio
$268K +$2.95K +35 +1%
BOH
192
Bank of Hawaii
Hawaii
$264K +$267K +3,176 New
Manulife (Manufacturers Life Insurance)
193
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257K +$22.9M +271,693 +10%
FMW
194
Farr Miller & Washington
District of Columbia
$249K
DADC
195
D.A. Davidson & Co
Montana
$243K -$4.29K -51 -2%
FC
196
Forte Capital
New York
$242K -$99.8K -1,185 -29%
HA
197
Harfst & Associates
Wyoming
$241K -$20.5K -243 -8%
WFG
198
Windsor Financial Group
Minnesota
$241K
CB
199
Commerce Bank
Missouri
$239K +$35.5K +422 +17%
Chevy Chase Trust
200
Chevy Chase Trust
Maryland
$237K

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.