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Vanguard Intermediate-Term Bond ETF

218 hedge funds and large institutions have $3.56B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

100% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 50

40% more capital invested

Capital invested by funds: $2.55B → $3.56B (+$1.01B)

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 203218 (+15)

5.41% more ownership

Funds ownership: 62.88%68.29% (+5.4%)

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
5.81%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.67%
New
37
Increased
100
Reduced
50
Closed
18
Calls
$2.55M
Puts
Net Calls
+$2.55M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Managed Account Advisors
New Jersey
$903M +$275M +3,208,094 +44%
Bank of America
2
Bank of America
North Carolina
$825M +$327M +3,811,054 +66%
Wells Fargo
3
Wells Fargo
California
$374M +$23.3M +271,656 +7%
Morgan Stanley
4
Morgan Stanley
New York
$126M +$21.3M +247,853 +20%
WI
5
WBI Investments
New Jersey
$125M +$125M +1,451,365 New
AUIM
6
Aegon USA Investment Management
Iowa
$115M -$747K -8,708 -0.6%
DDSF
7
Diana Davis Spencer Foundation
Maryland
$107M
UBS Group
8
UBS Group
Switzerland
$84.6M +$24.3M +282,941 +41%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$79.7M +$22.5M +262,047 +40%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$53.1M +$5.79M +67,443 +12%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$51M +$10.3M +120,108 +25%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$49.2M +$6.58M +76,707 +16%
WCWM
13
Willow Creek Wealth Management
California
$46.3M +$538K +6,268 +1%
LPL Financial
14
LPL Financial
California
$37.4M +$21.6M +251,462 +139%
FNBTCON
15
First National Bank & Trust Co of Newtown
Pennsylvania
$33.9M +$1.14M +13,225 +3%
Ameriprise
16
Ameriprise
Minnesota
$20.9M +$14.4M +167,588 +222%
DPI
17
Diversified Portfolios Inc
Michigan
$18.9M -$1.06M -12,369 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$18.3M +$4.06M +47,323 +29%
P
19
Palladiem
Pennsylvania
$17.1M -$159K -1,852 -0.9%
SRSA
20
S.R. Schill & Associates
Washington
$14.4M +$9.19M +107,104 +179%
Stifel Financial
21
Stifel Financial
Missouri
$14.3M +$1.69M +19,692 +14%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$14M -$292K -3,406 -2%
QA
23
Quantitative Advantage
Minnesota
$13.7M +$7.63M +88,895 +128%
SI
24
SII Investments
Wisconsin
$13.6M +$1.57M +18,351 +13%
ONB
25
Old National Bancorp
Indiana
$13.5M +$13.4M +156,489 New

BIV Hedge Fund Activity: Q1 2015 in Review

218 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2015, worth a combined $3.56B — up 40% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BIV positions and 18 closed out — a net gain of 19 holders — while 100 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $327M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $248M.

  • 218 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2015, up from 203 in Q4 2014.
  • Funds reported $3.56B of Vanguard Intermediate-Term Bond ETF stock for Q1 2015, up 40% quarter-over-quarter.
  • 37 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2015 and 18 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $327M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $248M sold.

Based on aggregated 13F filings for Q1 2015.