Vanguard Intermediate-Term Bond ETF
406 hedge funds and large institutions have $10.8B invested in Vanguard Intermediate-Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 27 closing their positions.
233% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 27
51% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 98
17% more funds holding
Funds holding: 346 → 406 (+60)
5% more capital invested
Capital invested by funds: $10.3B → $10.8B (+$564M)
0.24% more ownership
Funds ownership: 70.59% → 70.83% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 30 → 30 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$177M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$147M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$74.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$54M |
| 5 |
LPL Financial
San Diego,
California
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$20.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$19.8M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$11.2M |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
-$10.2M |
| 5 |
Goldman Sachs
New York
|
-$7.86M |
BIV Hedge Fund Activity: Q4 2017 in Review
406 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2017, worth a combined $10.8B — up 5.5% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new BIV positions and 27 closed out — a net gain of 63 holders — while 148 added to existing stakes and 98 trimmed.
The largest buyer was Bank of America, adding an estimated $177M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $20.1M sold.
- 406 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2017, up from 346 in Q3 2017.
- Funds reported $10.8B of Vanguard Intermediate-Term Bond ETF stock for Q4 2017, up 5.5% quarter-over-quarter.
- 90 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2017 and 27 closed out, a net change of +63 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2017 was Bank of America, an estimated $177M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2017 was Schroder Investment Management Group, an estimated $20.1M sold.
Based on aggregated 13F filings for Q4 2017.