We are live on ! Find out more
BIV icon

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
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$253 +3 +0.3%
CAM
352
Chandler Asset Management
California
$74K
PO
353
Private Ocean
California
$72K -$345K -4,086 -83%
SBL
354
Sargent Bickham Lagudis
Colorado
$71K -$34K -402 -33%
BWL
355
Bogart Wealth LLC
Virginia
$69K
EWM
356
Executive Wealth Management
Michigan
$69K +$27.3K +323 +69%
RFA
357
Reilly Financial Advisors
California
$68K -$2.62K -31 -4%
VNA
358
Valley National Advisers
Pennsylvania
$66K
BBHC
359
Brown Brothers Harriman & Co
New York
$65K -$18K -213 -22%
PB
360
Pinnacle Bancorp
Nebraska
$64K
SAM
361
Shamrock Asset Management
Texas
$63K
MWP
362
MYCIO Wealth Partners
Pennsylvania
$61K +$59.1K +700 New
TFS
363
TrustCore Financial Services
Tennessee
$61K +$59.1K +700 New
Fidelity Investments
364
Fidelity Investments
Massachusetts
$60K +$10.8K +128 +23%
CPA
365
Clear Perspective Advisors
Illinois
$59K +$57.9K +685 New
MAU
366
MRA Associates USA
Arizona
$55.3K +$54K +639 New
TWA
367
TCI Wealth Advisors
Arizona
$54K +$6.17K +73 +13%
WP
368
WealthShield Partners
North Carolina
$53K
GEA
369
Glen Eagle Advisors
New Jersey
$52.4K
FRA
370
Front Row Advisors
California
$51K -$9.38K -111 -16%
TF
371
TimeScale Financial
Massachusetts
$51K +$49.9K +591 New
LFG
372
LifePlan Financial Group
Ohio
$50K -$20.1K -238 -29%
BlackRock
373
BlackRock
New York
$50K +$24.4K +289 +100%
AWM
374
Avior Wealth Management
Nebraska
$47K
FCA
375
FinTrust Capital Advisors
South Carolina
$47K

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.