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Vanguard Intermediate-Term Bond ETF

295 hedge funds and large institutions have $7.43B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 71 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

92% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 71

21% more capital invested

Capital invested by funds: $6.16B → $7.43B (+$1.27B)

7% more funds holding

Funds holding: 276295 (+19)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

0.02% less ownership

Funds ownership: 73.02%73% (-0.02%)

Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
7.87%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.88%
New
31
Increased
136
Reduced
71
Closed
9
Calls
$546K
Puts
Net Calls
+$546K
Net Calls Change
-$488K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.46B +$461M +5,336,696 +16%
Wells Fargo
2
Wells Fargo
California
$686M +$172M +1,989,489 +34%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$514M +$16.5M +190,758 +3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$484M +$416M +4,813,713 +706%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291M +$10.3M +118,974 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$207M +$32.9M +380,946 +19%
Morgan Stanley
7
Morgan Stanley
New York
$157M +$7.23M +83,610 +5%
UBS Group
8
UBS Group
Switzerland
$122M +$6.46M +74,733 +6%
MFRM
9
Milliman Financial Risk Management
Illinois
$119M -$1.35M -15,614 -1%
DDSF
10
Diana Davis Spencer Foundation
Maryland
$109M
Ameriprise
11
Ameriprise
Minnesota
$75.1M -$40.1M -463,767 -35%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$66M +$10.6M +122,831 +20%
LPL Financial
13
LPL Financial
California
$51.4M -$16.4M -189,495 -25%
WCWM
14
Willow Creek Wealth Management
California
$50.6M +$4.49M +51,955 +10%
SB
15
Suntrust Banks
Georgia
$43.1M +$3.04M +35,175 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$37.4M +$5.62M +65,025 +18%
NPC
17
National Planning Corporation
California
$32.4M +$330K +3,818 +1%
FNBTCON
18
First National Bank & Trust Co of Newtown
Pennsylvania
$30.3M -$27.2K -315 -0.1%
WI
19
WBI Investments
New Jersey
$29M -$70.9M -820,278 -71%
PWAG
20
Polaris Wealth Advisory Group
California
$28.6M +$1.67M +19,316 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25.2M +$3.88M +44,896 +19%
SBL
22
Sargent Bickham Lagudis
Colorado
$24.2M +$2.98M +34,421 +14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$23.7M +$1.81M +20,953 +8%
Stifel Financial
24
Stifel Financial
Missouri
$23.3M +$7.02M +81,172 +44%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$1.18M +13,614 +6%

BIV Hedge Fund Activity: Q2 2016 in Review

295 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2016, worth a combined $7.43B — up 21% from $6.16B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BIV positions and 9 closed out — a net gain of 22 holders — while 136 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $461M. The largest seller was WBI Investments, cutting an estimated $70.9M.

  • 295 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2016, up from 276 in Q1 2016.
  • Funds reported $7.43B of Vanguard Intermediate-Term Bond ETF stock for Q2 2016, up 21% quarter-over-quarter.
  • 31 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2016 and 9 closed out, a net change of +22 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2016 was Bank of America, an estimated $461M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2016 was WBI Investments, an estimated $70.9M sold.

Based on aggregated 13F filings for Q2 2016.