Vanguard Intermediate-Term Bond ETF
332 hedge funds and large institutions have $7.41B invested in Vanguard Intermediate-Term Bond ETF in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 98 reducing their positions, and 34 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 98
26% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 34
12% more capital invested
Capital invested by funds: $6.65B → $7.41B (+$766M)
2% more funds holding
Funds holding: 326 → 332 (+6)
0.14% less ownership
Funds ownership: 58.97% → 58.83% (-0.14%)
18% less funds holding in top 10
Funds holding in top 10: 38 → 31 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$384M |
| 2 |
Goldman Sachs
New York
|
+$178M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$163M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$74.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$103M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$39.7M |
| 3 |
Morgan Stanley
New York
|
-$30.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$25.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.4M |
BIV Hedge Fund Activity: Q1 2017 in Review
332 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2017, worth a combined $7.41B — up 12% from $6.65B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BIV positions and 34 closed out — a net gain of 9 holders — while 140 added to existing stakes and 98 trimmed.
The largest buyer was Bank of America, adding an estimated $384M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $103M sold.
- 332 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2017, up from 326 in Q4 2016.
- Funds reported $7.41B of Vanguard Intermediate-Term Bond ETF stock for Q1 2017, up 12% quarter-over-quarter.
- 43 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2017 and 34 closed out, a net change of +9 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2017 was Bank of America, an estimated $384M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2017 was Milliman Financial Risk Management, an estimated $103M sold.
Based on aggregated 13F filings for Q1 2017.