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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
CB
201
Community Bank
New York
$310K -$5.08K -60 -2%
VKH
202
Virtu KCG Holdings
New York
$301K +$296K +3,490 New
TI
203
Truepoint Inc
Ohio
$295K -$5.68K -67 -2%
KA
204
Kovack Advisors
Florida
$295K +$7.63K +90 +3%
SDWMA
205
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K +$289K +3,405 New
AFWA
206
Ancora Family Wealth Advisors
Ohio
$280K +$1.1K +13 +0.4%
EA
207
Efficient Advisors
Ohio
$270K +$265K +3,127 New
MFW
208
Mosaic Family Wealth
Missouri
$269K +$33.9K +400 +15%
FMW
209
Farr Miller & Washington
District of Columbia
$259K
FC
210
Forte Capital
New York
$255K +$4.24K +50 +2%
Lido Advisors
211
Lido Advisors
California
$244K +$240K +2,831 New
GIM
212
Goelzer Investment Management
Indiana
$241K +$236K +2,789 New
ASN
213
Advisory Services Network
Georgia
$238K +$211K +2,493 +944%
FAT
214
First American Trust
California
$236K
MHS
215
M Holdings Securities
Oregon
$236K +$232K +2,732 New
FWP
216
Fiduciary Wealth Partners
Massachusetts
$234K +$932 +11 +0.4%
BFA
217
Beaumont Financial Advisors
Massachusetts
$232K
TWA
218
TCI Wealth Advisors
Arizona
$232K +$5.42K +64 +2%
BO
219
BRR OpCo
Ohio
$231K +$11.5K +136 +5%
ICAS
220
Investors Capital Advisory Services
Massachusetts
$230K -$8.22K -97 -4%
AFP
221
Ausdal Financial Partners
Iowa
$224K +$41.3K +487 +23%
SCM
222
Shelton Capital Management
Colorado
$220K
GI
223
Gradient Investments
Minnesota
$210K -$12.5M -147,706 -98%
ST
224
Smithfield Trust
Pennsylvania
$206K
KA
225
Klingman & Associates
New York
$205K

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.