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Vanguard Intermediate-Term Bond ETF

478 hedge funds and large institutions have $8.9B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 214 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 29

140% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 89

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

17% more funds holding

Funds holding: 407478 (+71)

4% more capital invested

Capital invested by funds: $8.54B → $8.9B (+$358M)

0.03% more ownership

Funds ownership: 65.94%65.97% (+0.03%)

Holders
478
Holders Change
+71
Holders Change %
+17.44%
% of All Funds
9.42%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.69%
New
104
Increased
214
Reduced
89
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$810K +$814K +9,293 New
ABC
227
Associated Banc-Corp
Wisconsin
$807K -$350 -4 -0%
PAS
228
Park Avenue Securities
New York
$800K +$527K +6,021 +191%
AAMC
229
Asset Allocation & Management Company
Illinois
$800K +$803K +9,173 New
KWM
230
Kingsview Wealth Management
Oregon
$799K -$18.2K -208 -2%
FA
231
Fortis Advisors
Pennsylvania
$789K +$792K +9,044 New
RMA
232
Roffman Miller Associates
Pennsylvania
$774K +$5.34K +61 +0.7%
22CM
233
20/20 Capital Management
California
$762K +$753K +8,595 New
BF
234
BOK Financial
Oklahoma
$759K -$254K -2,900 -25%
SFS
235
Sowell Financial Services
Arkansas
$752K +$448K +5,117 +146%
HSBC Holdings
236
HSBC Holdings
United Kingdom
$750K +$438K +5,000 +139%
SWP
237
Stratos Wealth Partners
Ohio
$746K +$24.5K +280 +3%
NAS
238
Nicolet Advisory Services
Wisconsin
$742K -$8.32K -95 -1%
Koshinski Asset Management
239
Koshinski Asset Management
Illinois
$702K +$363K +4,146 +107%
LFAS
240
Level Four Advisory Services
Texas
$697K +$77.8K +888 +12%
TCOV
241
Trust Company of Vermont
Vermont
$695K +$88.7K +1,013 +15%
SFG
242
SNS Financial Group
Minnesota
$694K -$14.5K -166 -2%
SAM
243
Secure Asset Management
Michigan
$691K +$694K +7,926 New
FLA
244
Financial Life Advisors
Texas
$684K -$196K -2,240 -22%
OFS
245
Orrstown Financial Services
Pennsylvania
$678K +$247K +2,816 +58%
IAN
246
Integrated Advisors Network
Texas
$675K +$678K +7,737 New
NWM
247
Northwest Wealth Management
Iowa
$652K +$77.6K +886 +13%
BCA
248
Bay Colony Advisors
Massachusetts
$649K +$11.5K +131 +2%
AA
249
Ancora Advisors
Ohio
$644K +$3.77K +43 +0.6%
Luther King Capital Management (LKCM)
250
Luther King Capital Management (LKCM)
Texas
$641K

BIV Hedge Fund Activity: Q4 2019 in Review

478 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2019, worth a combined $8.9B — up 4.2% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new BIV positions and 29 closed out — a net gain of 75 holders — while 214 added to existing stakes and 89 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $55.2M. The largest seller was Susquehanna International Group, cutting an estimated $12.3M.

  • 478 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2019, up from 407 in Q3 2019.
  • Funds reported $8.9B of Vanguard Intermediate-Term Bond ETF stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 104 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2019 and 29 closed out, a net change of +75 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $55.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2019 was Susquehanna International Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2019.