We are live on ! Find out more
BIV icon

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
ACS
201
Archford Capital Strategies
Illinois
$237K +$92.6K +1,100 +64%
FPCM
202
Financial Partners Capital Management
New York
$233K +$236K +2,800 New
ICAS
203
Investors Capital Advisory Services
Massachusetts
$230K +$28.6K +340 +14%
FAT
204
First American Trust
California
$228K +$231K +2,741 New
MFW
205
Mosaic Family Wealth
Missouri
$225K +$229K +2,719 New
SWM
206
SVA Wealth Management
Wisconsin
$224K
FWP
207
Fiduciary Wealth Partners
Massachusetts
$224K +$227K +2,702 New
BFA
208
Beaumont Financial Advisors
Massachusetts
$223K
TWA
209
TCI Wealth Advisors
Arizona
$218K +$421 +5 +0.2%
SCM
210
Shelton Capital Management
Colorado
$211K
BO
211
BRR OpCo
Ohio
$211K +$4.21K +50 +2%
ST
212
Smithfield Trust
Pennsylvania
$199K -$3.37K -40 -2%
KA
213
Klingman & Associates
New York
$197K
OFS
214
Orrstown Financial Services
Pennsylvania
$185K +$842 +10 +0.5%
AFP
215
Ausdal Financial Partners
Iowa
$175K +$177K +2,106 New
ADL
216
Asset Dedication LLC
California
$160K +$162K +1,921 New
DSN
217
D. Scott Neal
Kentucky
$143K +$145K +1,723 New
MA
218
MUFG Americas
New York
$139K
NFG
219
Next Financial Group
Texas
$137K
CFA
220
Carroll Financial Associates
North Carolina
$130K
DBT
221
Dubuque Bank & Trust
Iowa
$125K
CPIG
222
Chicago Partners Investment Group
Illinois
$116K
AWM
223
Avior Wealth Management
Nebraska
$102K +$4.88K +58 +5%
PSUF
224
People's United Financial
Connecticut
$97K
TC
225
Trust Company
Kansas
$91.4K +$92.6K +1,100 New

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.