We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

168 hedge funds and large institutions have $2.4B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

39% more capital invested

Capital invested by funds: $1.73B → $2.4B (+$673M)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

6% more funds holding

Funds holding: 158168 (+10)

6.15% more ownership

Funds ownership: 56.98%63.12% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
4.83%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
21
Increased
60
Reduced
50
Closed
11
Calls
$678K
Puts
Net Calls
+$678K
Net Calls Change
+$978K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$981M +$252M +2,993,748 +35%
Wells Fargo
2
Wells Fargo
California
$320M +$32.4M +384,784 +11%
MAA
3
Managed Account Advisors
New Jersey
$211M +$127M +1,509,520 +153%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206M +$10.5M +124,648 +5%
Morgan Stanley
5
Morgan Stanley
New York
$118M -$5.66M -67,334 -5%
U
6
UBS
Switzerland
$54.7M +$7.79M +92,688 +17%
AUIM
7
Aegon USA Investment Management
Iowa
$44.5M +$1.48M +17,616 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$38.5M +$4.69M +55,767 +14%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$37.3M +$905K +10,760 +3%
FNBTCON
10
First National Bank & Trust Co of Newtown
Pennsylvania
$30.1M +$367K +4,365 +1%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$27.7M -$15.1M -179,299 -35%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$27.3M +$5.58M +66,394 +26%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$14.3M +$805K +9,569 +6%
LPL Financial
14
LPL Financial
California
$13.5M +$714K +8,486 +6%
AllianceBernstein
15
AllianceBernstein
Tennessee
$12.1M +$12M +142,350 New
WF
16
Welch & Forbes
Massachusetts
$11.7M -$190K -2,259 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.3M +$1.19M +14,123 +13%
SI
18
SII Investments
Wisconsin
$10.1M +$2.91M +34,551 +41%
IH
19
IFC Holdings
Florida
$9.98M +$907K +10,790 +10%
NPC
20
National Planning Corporation
California
$9.73M +$420K +4,992 +5%
SMM
21
Stadion Money Management
Georgia
$9.18M +$246K +2,920 +3%
MBT
22
Monroe Bank & Trust
Michigan
$9.03M +$1.29M +15,327 +17%
NIA
23
Northstar Investment Advisors
Colorado
$8.8M +$29.3K +349 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8.7M -$329K -3,916 -4%
FAAM
25
First Allied Asset Management
California
$7.54M -$5.62M -66,869 -43%

BIV Hedge Fund Activity: Q2 2014 in Review

168 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2014, worth a combined $2.4B — up 39% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BIV positions and 11 closed out — a net gain of 10 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $252M. The largest seller was Fifth Third Bancorp, cutting an estimated $15.1M.

  • 168 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2014, up from 158 in Q1 2014.
  • Funds reported $2.4B of Vanguard Intermediate-Term Bond ETF stock for Q2 2014, up 39% quarter-over-quarter.
  • 21 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2014 and 11 closed out, a net change of +10 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $252M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2014 was Fifth Third Bancorp, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2014.