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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
226
Everett Harris & Co
California
$482K +$17.7K +215 +4%
HB
227
Homrich & Berg
Georgia
$480K
LA
228
LexAurum Advisors
Kansas
$469K +$61.7K +750 +15%
1WA
229
180 Wealth Advisors
Washington
$460K -$469K -5,697 -51%
F
230
F3Logic
Minnesota
$443K -$310K -3,771 -42%
FHA
231
First Horizon Advisors
Tennessee
$438K -$196K -2,384 -31%
SRSA
232
S.R. Schill & Associates
Washington
$437K -$30.6K -372 -7%
OC
233
Oppenheimer & Co
New York
$433K -$11.9K -145 -3%
DY
234
Dowling & Yahnke
California
$428K
CBOR
235
Community Bank of Raymore
Missouri
$423K
MGIA
236
Moneta Group Investment Advisors
Missouri
$422K +$414K +5,028 New
HNB
237
Huntington National Bank
Ohio
$421K
MAM
238
Meeder Asset Management
Ohio
$415K -$61K -741 -13%
PO
239
Private Ocean
California
$413K -$2M -24,250 -83%
OFS
240
Orrstown Financial Services
Pennsylvania
$413K +$7.66K +93 +2%
FMC
241
First Merchants Corp
Indiana
$412K -$132K -1,600 -25%
BMA
242
Brooks Moore & Associates
Tennessee
$400K
VAS
243
Vestmark Advisory Solutions
Massachusetts
$391K +$384K +4,663 New
OC
244
Oarsman Capital
Wisconsin
$385K -$28K -340 -7%
FANJ
245
Financial Architects (New Jersey)
New Jersey
$385K +$6.59K +80 +2%
Franklin Resources
246
Franklin Resources
California
$384K -$123K -1,500 -25%
NB
247
NBT Bank
New York
$384K +$16.9K +205 +5%
SCA
248
STALEY CAPITAL ADVISERS
Pennsylvania
$381K -$23.1K -280 -6%
HCP
249
Holt Capital Partners
Texas
$378K
CA
250
Continuum Advisory
Idaho
$374K -$31.9K -387 -8%

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.