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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Avantax Advisory Services
Texas
$200K +$195K +2,307 New
TPWA
327
TRUE Private Wealth Advisors
Oregon
$187K -$979K -11,586 -84%
ESB
328
Essex Savings Bank
Connecticut
$184K
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$169K +$50.2K +594 +44%
TA
330
TCG Advisors
Texas
$169K +$110K +1,306 +203%
FNBOSM
331
First National Bank of South Miami
Florida
$159K
PA
332
Parallel Advisors
California
$153K -$93.7K -1,109 -39%
CAC
333
Certified Advisory Corp
Florida
$147K
JPLA
334
Joseph P. Lucia & Associates
New York
$146K -$6.66M -78,780 -98%
CB
335
Community Bank
New York
$144K
OC
336
Oakworth Capital
Alabama
$135K +$132K +1,565 New
AIM
337
Acropolis Investment Management
Missouri
$127K
LWM
338
Liberty Wealth Management
California
$127K +$3.97K +47 +3%
NPP
339
New Potomac Partners
Maryland
$126K
ACA
340
Atlas Capital Advisors
Wyoming
$124K +$103K +1,217 +574%
CTC
341
Central Trust Company
Missouri
$112K +$57.7K +683 +110%
CFD
342
Creative Financial Designs
Indiana
$106K +$422 +5 +0.4%
MA
343
MUFG Americas
New York
$105K -$117K -1,380 -53%
DAC
344
Dividend Assets Capital
South Carolina
$98K +$95.6K +1,132 New
CFA
345
Carroll Financial Associates
North Carolina
$96K -$12.5K -148 -12%
FIB
346
First Interstate Bank
Montana
$88K +$85.7K +1,015 New
GRP
347
Global Retirement Partners
California
$85K +$72.7K +861 +694%
PCM
348
Penserra Capital Management
California
$84K -$2.88M -34,146 -97%
WEC
349
Winslow Evans & Crocker
Massachusetts
$82K
MWM
350
Merriman Wealth Management
Washington
$80.6K -$102K -1,207 -1%

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.