We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

406 hedge funds and large institutions have $8.54B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $8.39B → $8.54B (+$147M)

2.17% less ownership

Funds ownership: 68.04%65.87% (-2.2%)

3% less funds holding

Funds holding: 418406 (-12)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
8.9%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.53%
New
32
Increased
176
Reduced
117
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
276
HSBC Holdings
United Kingdom
$317K
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$315K +$54.7K +626 +21%
TCM
278
Traynor Capital Management
Pennsylvania
$311K -$15.7K -180 -5%
SFS
279
Sowell Financial Services
Arkansas
$308K +$306K +3,505 New
OC
280
Oarsman Capital
Wisconsin
$307K -$43.7K -500 -13%
FFN
281
Focus Financial Network
Minnesota
$307K +$874 +10 +0.3%
CA
282
Continuum Advisory
Idaho
$300K -$25.5K -292 -8%
MWA
283
Martel Wealth Advisors
Washington
$296K -$2.88K -33 -1%
AW
284
ACG Wealth
Georgia
$292K +$262 +3 +0.1%
NL
285
NWAM LLC
Washington
$292K +$70.7K +809 +32%
VAS
286
Vestmark Advisory Solutions
Massachusetts
$291K -$157K -1,798 -35%
CC
287
Courier Capital
New York
$288K
WPA
288
West Paces Advisors
Georgia
$287K -$23.4K -268 -8%
LIM
289
Leavell Investment Management
Alabama
$285K +$10.5K +120 +4%
FM
290
Foster & Motley
Ohio
$283K
PAS
291
Park Avenue Securities
New York
$277K +$275K +3,146 New
ASN
292
Advisory Services Network
Georgia
$276K
BBA
293
BLB&B Advisors
Pennsylvania
$275K +$7.16K +82 +3%
CA
294
Calton & Associates
Florida
$269K +$267K +3,051 New
FMW
295
Farr Miller & Washington
District of Columbia
$268K +$4.28K +49 +2%
OC
296
Oppenheimer & Co
New York
$264K -$130K -1,486 -33%
DP
297
Dearborn Partners
Illinois
$260K
TNB
298
TCF National Bank
South Dakota
$259K +$257K +2,940 New
Truist Financial
299
Truist Financial
North Carolina
$257K -$4.98K -57 -2%
PA
300
PFG Advisors
Arizona
$254K -$13.5K -154 -5%

BIV Hedge Fund Activity: Q3 2019 in Review

406 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2019, worth a combined $8.54B — up 1.8% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BIV and 32 opened new positions — a net loss of 8 holders — while 117 trimmed existing stakes and 176 added.

The largest buyer was Envestnet Asset Management, adding an estimated $74.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $119M.

  • 406 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2019, down from 418 in Q2 2019.
  • Funds reported $8.54B of Vanguard Intermediate-Term Bond ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 32 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2019 and 40 closed out, a net change of -8 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $74.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $119M sold.

Based on aggregated 13F filings for Q3 2019.