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Vanguard Intermediate-Term Bond ETF
BIV

203 hedge funds and large institutions have $2.55B invested in Vanguard Intermediate-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

125% more funds holding in top 10

Funds holding in top 10: 8 → 18 (+10)

63% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 46

17% more funds holding

Funds holding: 174 → 203 (+29)

6% more capital invested

Capital invested by funds: $2.42B → $2.55B (+$135M)

1.37% less ownership

Funds ownership: 64.25% → 62.88% (-1.4%)

Holders
203
Holders Change
+29
Holders Change %
+16.67%
% of All Funds
5.41%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.48%
New
45
Increased
75
Reduced
46
Closed
11
Calls
$1.75M
Puts
–
Net Calls
+$1.75M
Net Calls Change
+$1.75M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$262M
2
MAA
Managed Account Advisors
New Jersey
+$224M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$19.4M
4
AUIM
Aegon USA Investment Management
Iowa
+$12.2M
5
Wells Fargo
Wells Fargo
California
+$10.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$448M
2
Morgan Stanley
Morgan Stanley
New York
-$7.37M
3
ICOA
Investment Centers of America
North Dakota
-$3.66M
4
VKH
Virtu KCG Holdings
New York
-$3.42M
5
CS
Credit Suisse
Switzerland
-$1,000K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
1
Managed Account Advisors
New Jersey
$615M +$224M +2,629,055 +57%
Bank of America
2
Bank of America
North Carolina
$488M -$448M -5,268,780 -48%
Wells Fargo
3
Wells Fargo
California
$345M +$10.7M +125,660 +3%
AUIM
4
Aegon USA Investment Management
Iowa
$114M +$12.2M +143,601 +12%
DDSF
5
Diana Davis Spencer Foundation
Maryland
$105M +$105M +1,240,000 New
Morgan Stanley
6
Morgan Stanley
New York
$102M -$7.37M -86,695 -7%
UBS Group
7
UBS Group
Switzerland
$59.1M +$59.3M +697,831 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$56.1M +$10.4M +122,424 +23%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$46.4M +$19.4M +228,669 +72%
WCWM
10
Willow Creek Wealth Management
California
$45M +$45.2M +531,042 New
Jones Financial Companies
11
Jones Financial Companies
Missouri
$41.8M +$2.4M +28,242 +6%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$40M +$7.29M +85,723 +22%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$32.2M +$998K +11,739 +3%
DPI
14
Diversified Portfolios Inc
Michigan
$19.6M +$19.7M +231,491 New
P
15
Palladiem
Pennsylvania
$16.9M +$17M +199,865 New
LPL Financial
16
LPL Financial
California
$15.4M +$2.09M +24,623 +16%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$14M -$97.7K -1,149 -0.7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$14M +$2.2M +25,925 +19%
NPC
19
National Planning Corporation
California
$12.4M +$1.43M +16,826 +13%
Stifel Financial
20
Stifel Financial
Missouri
$12.3M +$3.66M +43,029 +42%
AllianceBernstein
21
AllianceBernstein
Tennessee
$11.9M -$25.3K -297 -0.2%
SI
22
SII Investments
Wisconsin
$11.8M +$1.11M +13,080 +10%
IH
23
IFC Holdings
Florida
$11.6M +$681K +8,010 +6%
Comerica Bank
24
Comerica Bank
Texas
$11.5M +$5.56M +65,340 +93%
WF
25
Welch & Forbes
Massachusetts
$11.2M -$275K -3,233 -2%
1
2 3 4 5

BIV Hedge Fund Activity: Q4 2014 in Review

203 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2014, worth a combined $2.55B — up 5.6% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BIV positions and 11 closed out — a net gain of 34 holders — while 75 added to existing stakes and 46 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $262M. The largest seller was Bank of America, cutting an estimated $448M.

  • 203 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $2.55B of Vanguard Intermediate-Term Bond ETF stock for Q4 2014, up 5.6% quarter-over-quarter.
  • 45 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2014 and 11 closed out, a net change of +34 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $262M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2014 was Bank of America, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2014.