Vanguard Intermediate-Term Bond ETF
346 hedge funds and large institutions have $10.3B invested in Vanguard Intermediate-Term Bond ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 156 increasing their positions, 89 reducing their positions, and 23 closing their positions.
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
75% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 89
49% more capital invested
Capital invested by funds: $6.87B → $10.3B (+$3.39B)
20.58% more ownership
Funds ownership: 50% → 70.58% (+21%)
4% more funds holding
Funds holding: 334 → 346 (+12)
0% more funds holding in top 10
Funds holding in top 10: 30 → 30 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $432K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.1B |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$133M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$46.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.7M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$40.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$30.8M |
| 3 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
-$28.1M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$4.86M |
| 5 |
Jane Street
New York
|
-$4.06M |
BIV Hedge Fund Activity: Q3 2017 in Review
346 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2017, worth a combined $10.3B — up 49% from $6.87B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new BIV positions and 23 closed out — a net gain of 18 holders — while 156 added to existing stakes and 89 trimmed.
The largest buyer was Bank of America, adding an estimated $3.1B. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $40.4M sold.
- 346 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2017, up from 334 in Q2 2017.
- Funds reported $10.3B of Vanguard Intermediate-Term Bond ETF stock for Q3 2017, up 49% quarter-over-quarter.
- 41 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2017 and 23 closed out, a net change of +18 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2017 was Bank of America, an estimated $3.1B added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2017 was Stuart Chaussee & Associates, an estimated $40.4M sold.
Based on aggregated 13F filings for Q3 2017.