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Vanguard Intermediate-Term Bond ETF
BIV

261 hedge funds and large institutions have $5.23B invested in Vanguard Intermediate-Term Bond ETF in 2015 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 18

59% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 64

19% more capital invested

Capital invested by funds: $4.39B → $5.23B (+$842M)

12% more funds holding

Funds holding: 233 → 261 (+28)

4.13% more ownership

Funds ownership: 68.43% → 72.56% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 30 → 30 (0)

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

Holders
261
Holders Change
+28
Holders Change %
+12.02%
% of All Funds
6.85%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.79%
New
50
Increased
102
Reduced
64
Closed
18
Calls
$17K
Puts
$17K
Net Calls
–
Net Calls Change
+$416K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$609M
2
HighTower Advisors
HighTower Advisors
Illinois
+$44.8M
3
WI
WBI Investments
New Jersey
+$32.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.5M
5
NPC
National Planning Corporation
California
+$24.8M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$18.7M
2
Ameriprise
Ameriprise
Minnesota
-$17.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$11.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.49M
5
SSG
Summit Securities Group
New York
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.61B +$609M +7,232,316 +30%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$461M +$4.11M +48,874 +0.9%
Wells Fargo
3
Wells Fargo
California
$452M +$19.2M +227,847 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$148M +$28.5M +338,135 +23%
Morgan Stanley
5
Morgan Stanley
New York
$112M +$234K +2,779 +0.2%
MFRM
6
Milliman Financial Risk Management
Illinois
$103M +$105M +1,245,085 New
DDSF
7
Diana Davis Spencer Foundation
Maryland
$103M – – –
UBS Group
8
UBS Group
Switzerland
$92.9M +$3.68M +43,711 +4%
WI
9
WBI Investments
New Jersey
$91.7M +$32.3M +383,311 +53%
Ameriprise
10
Ameriprise
Minnesota
$67M -$17.3M -205,875 -20%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$54.2M +$1.24M +14,748 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$46M +$44.8M +531,608 +2,409%
LPL Financial
13
LPL Financial
California
$44M +$24.4M +289,615 +121%
WCWM
14
Willow Creek Wealth Management
California
$43.9M -$260K -3,087 -0.6%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$42.7M -$18.7M -222,237 -30%
SB
16
Suntrust Banks
Georgia
$35.1M +$4.08M +48,416 +13%
NPC
17
National Planning Corporation
California
$31.3M +$24.8M +294,290 +393%
FNBTCON
18
First National Bank & Trust Co of Newtown
Pennsylvania
$29.1M -$1.6M -18,990 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$24.3M +$973K +11,561 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$19.8M +$1.32M +15,662 +7%
DPI
21
Diversified Portfolios Inc
Michigan
$17.7M -$1.92M -22,803 -10%
SI
22
SII Investments
Wisconsin
$17.3M +$2M +23,725 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$17M +$4.21M +49,973 +32%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$16.3M +$2.58M +30,695 +19%
IH
25
IFC Holdings
Florida
$16.1M +$1.49M +17,716 +10%
1
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BIV Hedge Fund Activity: Q4 2015 in Review

261 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2015, worth a combined $5.23B — up 19% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BIV positions and 18 closed out — a net gain of 32 holders — while 102 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $609M. The largest seller was Fifth Third Bancorp, cutting an estimated $18.7M.

  • 261 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2015, up from 233 in Q3 2015.
  • Funds reported $5.23B of Vanguard Intermediate-Term Bond ETF stock for Q4 2015, up 19% quarter-over-quarter.
  • 50 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2015 and 18 closed out, a net change of +32 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2015 was Bank of America, an estimated $609M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2015 was Fifth Third Bancorp, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.