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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
BFEC
326
Benjamin F. Edwards & Company
Missouri
$502K +$58.5K +639 +13%
SFM
327
Signet Financial Management
New Jersey
$500K -$12.9K -141 -3%
V
328
Veritable
Delaware
$500K +$155K +1,696 +46%
KF
329
Krilogy Financial
Missouri
$500K +$491K +5,365 New
AT
330
Arden Trust
Delaware
$498K -$13.6K -149 -3%
ECM
331
Elgethun Capital Management
South Dakota
$491K
MAWCM
332
Mine & Arao Wealth Creation & Management
California
$490K -$8.33K -91 -2%
AIC
333
Ameritas Investment Company
Nebraska
$489K -$113K -1,233 -19%
CBOR
334
Community Bank of Raymore
Missouri
$470K
NAS
335
Nicolet Advisory Services
Wisconsin
$469K -$414K -4,522 -47%
BPC
336
Banque Pictet & Cie
Switzerland
$467K
F
337
F3Logic
Minnesota
$466K -$5.4K -59 -1%
WP
338
WealthShield Partners
North Carolina
$462K +$117K +1,281 +35%
HNB
339
Huntington National Bank
Ohio
$461K
VNA
340
Valley National Advisers
Pennsylvania
$450K +$362K +3,957 +454%
KA
341
Kovack Advisors
Florida
$445K +$2.93K +32 +0.7%
WIA
342
World Investment Advisors
California
$444K +$434K +4,741 New
DAS
343
Dynamic Advisor Solutions
Arizona
$442K +$61.2K +669 +16%
FHA
344
First Horizon Advisors
Tennessee
$436K
ATC
345
Argent Trust Co
Tennessee
$435K +$111K +1,214 +35%
BMA
346
Brooks Moore & Associates
Tennessee
$430K
SCA
347
STALEY CAPITAL ADVISERS
Pennsylvania
$429K +$24.7K +270 +6%
TTWM
348
TCV Trust & Wealth Management
Virginia
$426K -$74.6K -815 -15%
HCP
349
Holt Capital Partners
Texas
$419K
SIC
350
Salem Investment Counselors
North Carolina
$415K -$7.96K -87 -2%

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.