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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
22CM
251
20/20 Capital Management
California
$1.04M +$328K +3,581 +48%
Nomura Asset Management
252
Nomura Asset Management
Japan
$1.01M -$63.2K -690 -6%
FWIA
253
Fort Washington Investment Advisors
Ohio
$1.01M +$29.5K +322 +3%
LWM
254
Lenox Wealth Management
Ohio
$1M -$34.6K -378 -3%
CA
255
Calton & Associates
Florida
$1M +$95.5K +1,043 +11%
VC
256
Veracity Capital
Georgia
$996K +$246K +2,690 +34%
WAG
257
Winthrop Advisory Group
Massachusetts
$993K +$5.95K +65 +0.6%
SWM
258
SigFig Wealth Management
California
$981K +$530K +5,788 +122%
AWM
259
Avior Wealth Management
Nebraska
$973K +$46.2K +505 +5%
GWMIA
260
Global Wealth Management Investment Advisory
Florida
$964K +$3.29K +36 +0.3%
LA
261
LexAurum Advisors
Kansas
$960K +$220K +2,408 +30%
APA
262
American Portfolios Advisors
New York
$954K +$380K +4,149 +68%
AFA
263
Arlington Financial Advisors
California
$946K -$254K -2,774 -21%
IF
264
Insight Folios
North Carolina
$937K -$323K -3,532 -26%
CCM
265
Coe Capital Management
Illinois
$925K
SCG
266
Sonata Capital Group
Washington
$924K -$10.1K -110 -1%
VA
267
Valmark Advisers
Ohio
$924K +$907K +9,915 New
Lido Advisors
268
Lido Advisors
California
$882K -$178K -1,947 -17%
FSA
269
Financial Sense Advisors
California
$879K -$349K -3,817 -29%
RW
270
REDW Wealth
New Mexico
$865K -$6.41K -70 -0.7%
PFC
271
Poplar Forest Capital
California
$860K
KWM
272
Kingsview Wealth Management
Oregon
$859K -$19.4K -212 -2%
AAMC
273
Asset Allocation & Management Company
Illinois
$855K
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$839K +$25.2K +275 +3%
SAM
275
Secure Asset Management
Michigan
$836K +$83.9K +917 +11%

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.