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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
LIM
176
Leavell Investment Management
Alabama
$474K
EHC
177
Everett Harris & Co
California
$470K -$11K -130 -2%
BRWM
178
B. Riley Wealth Management
Tennessee
$469K -$20.8K -246 -4%
W
179
Wealthfront
California
$447K -$52K -613 -11%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$436K +$16.2K +191 +4%
PPA
181
Parametric Portfolio Associates
Washington
$434K -$378K -4,464 -47%
AWMS
182
Advocacy Wealth Management Services
Georgia
$431K +$424K +5,000 New
JIC
183
Joel Isaacson & Co
New York
$427K +$84.7K +1,000 +25%
AIM
184
Advantage Investment Management
Iowa
$407K +$400K +4,719 New
3C
185
361 Capital
Colorado
$406K +$399K +4,705 New
NB
186
NBT Bank
New York
$394K -$42.4K -500 -10%
ATC
187
Argent Trust Co
Tennessee
$385K
BSW
188
Buckingham Strategic Wealth
Missouri
$375K -$621K -7,327 -63%
VCM
189
Violich Capital Management
California
$374K +$4.24K +50 +1%
DADC
190
D.A. Davidson & Co
Montana
$368K +$113K +1,335 +46%
WP
191
WealthSource Partners
California
$368K +$361K +4,260 New
SAMC
192
Spectrum Asset Management (California)
California
$362K -$38.1K -450 -10%
BCM
193
Boltwood Capital Management
California
$354K -$6.36K -75 -2%
MIC
194
Meridian Investment Counsel
California
$353K +$55.8K +658 +19%
OC
195
Oarsman Capital
Wisconsin
$352K +$22.9K +270 +7%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$339K -$6.36K -75 -2%
AA
197
Ancora Advisors
Ohio
$333K
LIM
198
Loudon Investment Management
New Hampshire
$321K
EAM
199
Evanson Asset Management
California
$313K -$14.3K -169 -4%
WFG
200
Windsor Financial Group
Minnesota
$313K +$61.4K +725 +25%

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.