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Vanguard Intermediate-Term Bond ETF

276 hedge funds and large institutions have $6.16B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

103,400% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $1K

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 76

18% more capital invested

Capital invested by funds: $5.23B → $6.16B (+$932M)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

6% more funds holding

Funds holding: 261276 (+15)

0.46% more ownership

Funds ownership: 72.56%73.02% (+0.46%)

Holders
276
Holders Change
+15
Holders Change %
+5.75%
% of All Funds
7.35%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.85%
New
40
Increased
116
Reduced
76
Closed
21
Calls
$1.03M
Puts
$1K
Net Calls
+$1.03M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.93B +$215M +2,534,823 +8%
Wells Fargo
2
Wells Fargo
California
$500M +$30M +354,566 +7%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$487M +$7.63M +89,980 +2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$274M +$7.6M +89,632 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$170M +$15.6M +184,178 +10%
Morgan Stanley
6
Morgan Stanley
New York
$146M +$29.9M +352,860 +26%
MFRM
7
Milliman Financial Risk Management
Illinois
$118M +$10.4M +122,999 +10%
Ameriprise
8
Ameriprise
Minnesota
$113M +$43M +507,827 +63%
UBS Group
9
UBS Group
Switzerland
$113M +$16.2M +191,261 +17%
DDSF
10
Diana Davis Spencer Foundation
Maryland
$107M
WI
11
WBI Investments
New Jersey
$99.2M +$3.88M +45,770 +4%
LPL Financial
12
LPL Financial
California
$66.4M +$20.5M +241,417 +46%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$58.8M +$2.49M +29,401 +5%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$54M +$9.48M +111,832 +22%
WCWM
15
Willow Creek Wealth Management
California
$45M -$534K -6,297 -1%
SB
16
Suntrust Banks
Georgia
$39.2M +$2.67M +31,532 +7%
SG Americas Securities
17
SG Americas Securities
New York
$32.3M +$31.8M +374,976 New
NPC
18
National Planning Corporation
California
$31.6M -$283K -3,344 -0.9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$31.1M +$5.69M +67,086 +23%
FNBTCON
20
First National Bank & Trust Co of Newtown
Pennsylvania
$30.4M +$157K +1,858 +0.5%
PWAG
21
Polaris Wealth Advisory Group
California
$26.3M +$25.9M +305,298 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$21.4M +$7.19M +84,803 +52%
SI
23
SII Investments
Wisconsin
$21.1M +$3.02M +35,634 +17%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$20.9M +$332K +3,918 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$20.8M +$3.08M +36,312 +18%

BIV Hedge Fund Activity: Q1 2016 in Review

276 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2016, worth a combined $6.16B — up 18% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BIV positions and 21 closed out — a net gain of 19 holders — while 116 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $215M. The largest seller was HighTower Advisors, cutting an estimated $45M.

  • 276 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2016, up from 261 in Q4 2015.
  • Funds reported $6.16B of Vanguard Intermediate-Term Bond ETF stock for Q1 2016, up 18% quarter-over-quarter.
  • 40 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2016 and 21 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $215M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2016 was HighTower Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2016.