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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
326
Sargent Bickham Lagudis
Colorado
$103K -$5.76K -70 -5%
CFD
327
Creative Financial Designs
Indiana
$103K -$1.15K -14 -1%
FNC
328
First National Corp
Massachusetts
$95K +$83.3K +1,012 +858%
BBHC
329
Brown Brothers Harriman & Co
New York
$81K -$181K -2,200 -70%
M
330
MOTCO
Texas
$80K
WEC
331
Winslow Evans & Crocker
Massachusetts
$80K +$16.5K +200 +27%
CHP
332
Cable Hill Partners
Oregon
$79K +$14.2K +172 +22%
Bessemer Group
333
Bessemer Group
New Jersey
$78K +$7.99K +97 +12%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$6.67K +81 +10%
CAM
335
Chandler Asset Management
California
$72K
RFA
336
Reilly Financial Advisors
California
$69K -$41K -498 -38%
LFG
337
LifePlan Financial Group
Ohio
$69K
BWL
338
Bogart Wealth LLC
Virginia
$66K +$6.59K +80 +11%
VNA
339
Valley National Advisers
Pennsylvania
$64K
PB
340
Pinnacle Bancorp
Nebraska
$62K
SAM
341
Shamrock Asset Management
Texas
$61K
WB
342
Webster Bank
Connecticut
$59K -$24.7K -300 -30%
FRA
343
Front Row Advisors
California
$59K +$4.53K +55 +8%
TA
344
TCG Advisors
Texas
$54K +$52.9K +643 New
CTC
345
Central Trust Company
Missouri
$52K +$10.9K +133 +27%
WP
346
WealthShield Partners
North Carolina
$51K -$165 -2 -0.3%
GEA
347
Glen Eagle Advisors
New Jersey
$50.9K
LYV
348
Live Your Vision
Pennsylvania
$50K
Fidelity Investments
349
Fidelity Investments
Massachusetts
$47K -$134K -1,623 -74%
TWA
350
TCI Wealth Advisors
Arizona
$47K -$2.39K -29 -5%

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.