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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
TTWM
276
TCV Trust & Wealth Management
Virginia
$492K -$40.3K -460 -8%
CFC
277
Coyle Financial Counsel
Illinois
$492K -$1.31K -15 -0.3%
Fidelity Investments
278
Fidelity Investments
Massachusetts
$489K +$333K +3,801 +211%
F
279
F3Logic
Minnesota
$488K -$133K -1,521 -21%
MFT
280
Moisand Fitzgerald Tamayo
Florida
$485K +$21.5K +246 +5%
MAWCM
281
Mine & Arao Wealth Creation & Management
California
$466K +$467K +5,338 New
WB
282
WesBanco Bank
West Virginia
$465K
IA
283
IFP Advisors
Florida
$463K -$350 -4 -0.1%
HNB
284
Huntington National Bank
Ohio
$463K
SCA
285
Spearhead Capital Advisors
Florida
$461K +$19K +217 +4%
ECM
286
Elgethun Capital Management
South Dakota
$459K
IF
287
Insight Folios
North Carolina
$458K +$460K +5,256 New
MGIA
288
Moneta Group Investment Advisors
Missouri
$456K -$963 -11 -0.2%
BFA
289
Bluestem Financial Advisors
Illinois
$456K +$457K +5,224 New
SRSA
290
S.R. Schill & Associates
Washington
$454K -$2.63K -30 -0.6%
BPC
291
Banque Pictet & Cie
Switzerland
$453K
CBOR
292
Community Bank of Raymore
Missouri
$440K
NEWAS
293
N.E.W. Advisory Services
Wisconsin
$435K +$437K +4,985 New
RCM
294
Radnor Capital Management
Pennsylvania
$433K +$435K +4,962 New
SMC
295
Smith, Moore & Co
Missouri
$429K -$91.5K -1,045 -18%
SPIA
296
Steward Partners Investment Advisory
New York
$428K -$65.1K -744 -13%
BRWM
297
B. Riley Wealth Management
Tennessee
$428K -$36.7K -419 -8%
1WA
298
180 Wealth Advisors
Washington
$427K +$13.7K +156 +3%
CAC
299
Certified Advisory Corp
Florida
$417K +$180K +2,051 +75%
SIC
300
Salem Investment Counselors
North Carolina
$416K +$350 +4 +0.1%

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.