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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
276
Focus Financial Network
Minnesota
$301K +$72.1K +854 +33%
FMC
277
First Merchants Corp
Indiana
$298K -$124K -1,466 -30%
MWA
278
Martel Wealth Advisors
Washington
$294K -$10.6K -126 -4%
BPC
279
Banque Pictet & Cie
Switzerland
$293K +$286K +3,390 New
Koshinski Asset Management
280
Koshinski Asset Management
Illinois
$287K -$17K -201 -6%
AW
281
ACG Wealth
Georgia
$287K +$48.2K +570 +21%
CB
282
Commerce Bank
Missouri
$286K -$78.5K -929 -22%
CC
283
Courier Capital
New York
$281K -$54.9K -650 -17%
SIA
284
Starfire Investment Advisers
Michigan
$281K
FM
285
Foster & Motley
Ohio
$278K +$272K +3,215 New
ASN
286
Advisory Services Network
Georgia
$276K +$1.35K +16 +0.5%
CSIC
287
Clifford Swan Investment Counsel
California
$276K +$270K +3,194 New
JCM
288
Jacobi Capital Management
Pennsylvania
$275K +$5.83K +69 +2%
William Blair & Company
289
William Blair & Company
Illinois
$274K -$7.6K -90 -3%
AF
290
Affiance Financial
Minnesota
$271K
LIM
291
Leavell Investment Management
Alabama
$270K +$264K +3,120 New
Franklin Resources
292
Franklin Resources
California
$266K -$127K -1,500 -33%
PFS
293
Prospera Financial Services
Texas
$265K +$258K +3,060 New
BBA
294
BLB&B Advisors
Pennsylvania
$263K -$4.22K -50 -2%
PA
295
PFG Advisors
Arizona
$262K +$54.2K +642 +27%
FMW
296
Farr Miller & Washington
District of Columbia
$260K
W
297
Wealthquest
Ohio
$258K
Truist Financial
298
Truist Financial
North Carolina
$258K +$252K +2,979 New
NB
299
Nicolet Bankshares
Wisconsin
$257K
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$256K +$250K +2,964 New

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.