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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
JIC
251
Joel Isaacson & Co
New York
$632K +$26.1K +298 +4%
CFG
252
CMC Financial Group
Georgia
$630K
CL
253
CPWM LLC
Washington
$625K +$1.23K +14 +0.2%
CCT
254
Country Club Trust
Missouri
$615K -$14.2K -162 -2%
OIA
255
OneDigital Investment Advisors
Kansas
$614K
SS
256
Sunbelt Securities
Texas
$608K +$16.3K +186 +3%
ASN
257
Advisory Services Network
Georgia
$595K +$317K +3,623 +113%
GJIC
258
Gamble Jones Investment Counsel
California
$590K
DA
259
Doliver Advisors
Texas
$572K +$574K +6,555 New
RIG
260
Ramiah Investment Group
Wisconsin
$568K +$571K +6,517 New
PS
261
Portfolio Solutions
Michigan
$568K
CMBA
262
C.M. Bidwell & Associates
Hawaii
$559K +$198K +2,260 +55%
FANJ
263
Financial Architects (New Jersey)
New Jersey
$556K +$92.6K +1,057 +20%
FHA
264
Flagship Harbor Advisors
Massachusetts
$538K +$37.1K +424 +7%
MECA
265
Miller Equity Capital Advisors
Texas
$538K +$540K +6,165 New
AIC
266
Ameritas Investment Company
Nebraska
$537K +$60.8K +694 +13%
SFM
267
Signet Financial Management
New Jersey
$535K -$23K -263 -4%
FPFS
268
First Personal Financial Services
North Carolina
$527K -$66.2K -756 -11%
AP
269
Adero Partners
California
$527K +$529K +6,043 New
EH
270
Equitable Holdings
New York
$526K +$528K +6,034 New
RPG
271
Resource Planning Group
Georgia
$517K
DY
272
Dowling & Yahnke
California
$506K
EHC
273
Everett Harris & Co
California
$501K
WS
274
Wedbush Securities
California
$499K +$501K +5,723 New
OIA
275
Optimum Investment Advisors
Illinois
$497K +$48.2K +550 +11%

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.