Vanguard Intermediate-Term Bond ETF
326 hedge funds and large institutions have $6.65B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 36 closing their positions.
47% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 36
12% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 105
6% more funds holding in top 10
Funds holding in top 10: 35 → 37 (+2)
4% more funds holding
Funds holding: 314 → 326 (+12)
11.51% less ownership
Funds ownership: 70.48% → 58.97% (-12%)
14% less capital invested
Capital invested by funds: $7.75B → $6.65B (-$1.11B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$175M |
| 2 |
Goldman Sachs
New York
|
+$67.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$64.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.6M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.16B |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$34M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$28.6M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$25.5M |
| 5 |
Jane Street
New York
|
-$23.2M |
BIV Hedge Fund Activity: Q4 2016 in Review
326 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2016, worth a combined $6.65B — down 14% from $7.75B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BIV positions and 36 closed out — a net gain of 17 holders — while 118 added to existing stakes and 105 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $175M. The largest seller was Bank of America, cutting an estimated $1.16B.
- 326 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2016, up from 314 in Q3 2016.
- Funds reported $6.65B of Vanguard Intermediate-Term Bond ETF stock for Q4 2016, down 14% quarter-over-quarter.
- 53 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2016 and 36 closed out, a net change of +17 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2016 was Jones Financial Companies, an estimated $175M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2016 was Bank of America, an estimated $1.16B sold.
Based on aggregated 13F filings for Q4 2016.