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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
WA
201
WFG Advisors
Texas
$42K -$43.2K -503 -51%
HPBT
202
High Point Bank & Trust
North Carolina
$33K
BPBT
203
Boston Private Bank & Trust
Massachusetts
$31K
JIR
204
James Investment Research
Ohio
$30K
DBT
205
Dubuque Bank & Trust
Iowa
$27K
WEC
206
Winslow Evans & Crocker
Massachusetts
$25K +$4.29K +50 +21%
HDIM
207
Hanson & Doremus Investment Management
Vermont
$25K +$24.9K +290 New
DAM
208
Delta Asset Management
Tennessee
$19K
RIA
209
Regal Investment Advisors
Michigan
$18K +$17.8K +207 New
LWM
210
LBA Wealth Management
Florida
$17K +$17.2K +200 New
S
211
SignatureFD
Georgia
$16K
ASN
212
Advisory Services Network
Georgia
$13K +$13.4K +156 New
BC
213
Bartlett & Co
Ohio
$10K +$10.3K +120 New
SGC
214
South Georgia Capital
Illinois
$8K
HR
215
Howe & Rusling
New York
$7K
RCG
216
Ruggie Capital Group
Florida
$6K +$5.66K +66 New
NFG
217
Next Financial Group
Texas
$5K
WAS
218
Winch Advisory Services
Wisconsin
$3K +$2.58K +30 New
JFA
219
JNBA Financial Advisors
Minnesota
$2K
PIM
220
Parasol Investment Management
Illinois
$1K
AT
221
Arden Trust
Delaware
-$4.52M -53,419 Closed
HIM
222
Hutchens Investment Management
New Hampshire
-$83K -8,407 Closed
MFS
223
McNamara Financial Services
Massachusetts
-$83K -8,407 Closed
Millennium Management
224
Millennium Management
New York
-$600K -7,083 Closed
RCM
225
Rotella Capital Management
Washington
-$584K -6,900 Closed

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.