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Vanguard Intermediate-Term Bond ETF

527 hedge funds and large institutions have $7.68B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 4360 (+17)

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $7.02B → $7.68B (+$661M)

6% more funds holding

Funds holding: 497527 (+30)

0.47% less ownership

Funds ownership: 59.69%59.22% (-0.47%)

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
10.81%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
1.23%
New
71
Increased
211
Reduced
153
Closed
38
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$772K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
LCNB Corp
Ohio
$1.36M -$137K -1,500 -9%
PAS
227
Park Avenue Securities
New York
$1.36M +$1.34M +14,633 New
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$1.35M +$1.32M +14,450 New
AIM
229
Anchor Investment Management
South Carolina
$1.33M -$10.5K -115 -0.8%
PBF
230
Petix & Botte Financial
California
$1.33M +$1.23M +13,411 +89%
BP
231
Ballentine Partners
Massachusetts
$1.31M
MAM
232
Marquette Asset Management
Minnesota
$1.31M +$348K +3,800 +37%
Millennium Management
233
Millennium Management
New York
$1.26M +$1.24M +13,542 New
FANJ
234
Financial Architects (New Jersey)
New Jersey
$1.24M +$136K +1,486 +13%
WTFG
235
Wells Trecaso Financial Group
Ohio
$1.24M -$97K -1,060 -7%
DADC
236
D.A. Davidson & Co
Montana
$1.21M +$295K +3,223 +33%
FA
237
Fortis Advisors
Pennsylvania
$1.19M -$682K -7,450 -37%
IWA
238
IBEX Wealth Advisors
New Jersey
$1.17M +$1.15M +12,594 New
RPWA
239
Regent Peak Wealth Advisors
Georgia
$1.16M -$7.6K -83 -0.7%
AFAS
240
Acorn Financial Advisory Services
Virginia
$1.15M +$277K +3,028 +33%
PCM
241
Parsons Capital Management
Rhode Island
$1.15M -$13.7K -150 -1%
IFG
242
Independent Financial Group
California
$1.15M +$20K +219 +2%
LWM
243
Laidlaw Wealth Management
New York
$1.14M -$17K -186 -2%
LSA
244
Lion Street Advisors
Texas
$1.12M -$10.8K -118 -1%
HFG
245
Heron Financial Group
New York
$1.11M -$12.7K -139 -1%
BCA
246
Bay Colony Advisors
Massachusetts
$1.08M +$502K +5,488 +89%
WPA
247
West Paces Advisors
Georgia
$1.07M +$783K +8,557 +295%
5L
248
55I LLC
Massachusetts
$1.07M +$161K +1,756 +18%
MCM
249
Maxim Capital Management
California
$1.06M
SS
250
Sunbelt Securities
Texas
$1.06M +$592K +6,468 +131%

BIV Hedge Fund Activity: Q2 2020 in Review

527 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2020, worth a combined $7.68B — up 9.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BIV positions and 38 closed out — a net gain of 33 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Citadel Advisors, exiting entirely with an estimated $241M sold.

  • 527 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2020, up from 497 in Q1 2020.
  • Funds reported $7.68B of Vanguard Intermediate-Term Bond ETF stock for Q2 2020, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2020.