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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
TC
301
TownSquare Capital
Utah
$248K +$249K +2,855 New
CIBC World Market
302
CIBC World Market
Ontario, Canada
$245K +$243K +2,785 New
SIA
303
Starfire Investment Advisers
Michigan
$243K -$42.4K -485 -15%
MIC
304
Meridian Investment Counsel
California
$243K
SCA
305
Snowden Capital Advisors
New York
$243K +$241K +2,760 New
JCM
306
Jacobi Capital Management
Pennsylvania
$240K -$39.3K -450 -14%
SP
307
Symmetry Partners
Connecticut
$240K -$14.8K -169 -6%
CAC
308
Certified Advisory Corp
Florida
$240K +$90.1K +1,031 +61%
RFN
309
RDA Financial Network
Iowa
$236K +$235K +2,691 New
CWS
310
Cypress Wealth Services
California
$234K
BCM
311
Brookmont Capital Management
Texas
$228K +$1.14K +13 +0.5%
KCM
312
Kanawha Capital Management
Virginia
$225K
SMFS
313
Squar Milner Financial Services
California
$225K +$208K +2,385 +9,938%
SP
314
Successful Portfolios
Florida
$224K +$223K +2,547 New
QCM
315
Quest Capital Management
Texas
$223K +$3.84K +44 +2%
BRC
316
Bell Rock Capital
Delaware
$222K -$6.73K -77 -3%
MFW
317
Mosaic Family Wealth
Missouri
$221K
BFC
318
Bedel Financial Consulting
Indiana
$221K +$1.57K +18 +0.7%
CSIC
319
Clifford Swan Investment Counsel
California
$219K -$61.3K -702 -22%
RFA
320
Reilly Financial Advisors
California
$219K +$149K +1,703 +216%
PFG
321
Pacific Financial Group
Washington
$216K -$5.24K -60 -2%
IFAM
322
Institutional & Family Asset Management
Colorado
$212K -$3.58M -40,926 -94%
HIMC
323
Heritage Investors Management Corp
Maryland
$211K
William Blair & Company
324
William Blair & Company
Illinois
$209K -$69.4K -794 -25%
WIM
325
Weitz Investment Management
Nebraska
$209K

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.