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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
APA
301
American Portfolios Advisors
New York
$409K -$176K -2,009 -30%
FHA
302
First Horizon Advisors
Tennessee
$408K -$350 -4 -0.1%
BMA
303
Brooks Moore & Associates
Tennessee
$403K
HR
304
Hayden Royal
North Carolina
$403K +$31.7K +362 +9%
KA
305
Kovack Advisors
Florida
$395K -$294K -3,357 -43%
Cetera Investment Advisers
306
Cetera Investment Advisers
Illinois
$393K -$50.9K -581 -11%
HCP
307
Holt Capital Partners
Texas
$392K
TNB
308
TCF National Bank
South Dakota
$390K +$135K +1,537 +52%
NB
309
NBT Bank
New York
$382K
LIM
310
Leavell Investment Management
Alabama
$379K +$96.3K +1,100 +34%
SCA
311
STALEY CAPITAL ADVISERS
Pennsylvania
$378K +$17.5K +200 +5%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$377K +$350 +4 +0.1%
MWC
313
MKD Wealth Coaches
Michigan
$372K +$1.93K +22 +0.5%
FAT
314
First American Trust
California
$370K
William Blair & Company
315
William Blair & Company
Illinois
$367K +$161K +1,838 +77%
CAAS
316
Capital Asset Advisory Services
Michigan
$365K +$359K +4,104 New
FA
317
FCG Advisors
New Jersey
$364K +$16.2K +185 +5%
ATC
318
Argent Trust Co
Tennessee
$364K +$25K +285 +7%
FP
319
Fiduciary Planning
Florida
$353K +$348K +3,976 New
LFS
320
Lutz Financial Services
Nebraska
$353K +$354K +4,045 New
MIM
321
Moseley Investment Management
Florida
$353K +$355K +4,050 New
CPSC
322
Carl P. Sherr & Co
Massachusetts
$351K +$353K +4,030 New
LA
323
LexAurum Advisors
Kansas
$349K -$153K -1,744 -30%
BWA
324
Beam Wealth Advisors
Louisiana
$345K +$347K +3,960 New
GFPC
325
Global Financial Private Client
Florida
$343K +$345K +3,936 New

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.