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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
RC
276
Roundview Capital
New Jersey
$824K -$76K -830 -9%
LWM
277
Loveless Wealth Management
Montana
$807K +$792K +8,655 New
NWM
278
Northwest Wealth Management
Iowa
$804K +$103K +1,123 +15%
ECA
279
Elevated Capital Advisors
Utah
$804K +$784K +8,569 New
HSBC Holdings
280
HSBC Holdings
United Kingdom
$801K
BF
281
BOK Financial
Oklahoma
$796K -$18.5K -202 -2%
PCS
282
Personal CFO Solutions
New Jersey
$791K +$540K +5,899 +228%
GVAG
283
Great Valley Advisor Group
Delaware
$773K +$292K +3,192 +62%
CAC
284
Certified Advisory Corp
Florida
$753K -$31.7K -346 -4%
ASN
285
Advisory Services Network
Georgia
$753K +$17.6K +192 +2%
CFG
286
Capstone Financial Group
Oklahoma
$744K -$82.2K -898 -10%
EHC
287
Everett Harris & Co
California
$741K
WP
288
WMS Partners
Maryland
$741K +$727K +7,948 New
Luther King Capital Management (LKCM)
289
Luther King Capital Management (LKCM)
Texas
$727K
PIP
290
Peachtree Investment Partners
Florida
$718K +$705K +7,705 New
CL
291
CPWM LLC
Washington
$717K +$47.4K +518 +7%
TCOV
292
Trust Company of Vermont
Vermont
$713K -$71.9K -786 -9%
NL
293
NWAM LLC
Washington
$711K +$396K +4,322 +131%
SFG
294
SNS Financial Group
Minnesota
$702K -$13.8K -151 -2%
FWM
295
Frontier Wealth Management
Missouri
$699K +$686K +7,497 New
KCM
296
Kanawha Capital Management
Virginia
$694K +$265K +2,900 +64%
EPWM
297
Essex Private Wealth Management
Massachusetts
$691K +$680K +7,425 New
FHA
298
Flagship Harbor Advisors
Massachusetts
$678K +$115K +1,255 +21%
JIC
299
Joel Isaacson & Co
New York
$675K
MWC
300
MKD Wealth Coaches
Michigan
$669K +$38.2K +417 +6%

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.