We are live on ! Find out more
BIV icon

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
SFSG
351
Sound Financial Strategies Group
Mississippi
$279K +$280K +3,200 New
SIS
352
SVB Investment Services
Utah
$276K +$277K +3,163 New
WSFS
353
Wilmington Savings Fund Society
Delaware
$270K +$271K +3,100 New
OC
354
Oarsman Capital
Wisconsin
$268K -$36.8K -420 -12%
ECA
355
Elevated Capital Advisors
Utah
$265K +$266K +3,035 New
APW
356
Austin Private Wealth
Texas
$262K +$263K +3,005 New
BFEC
357
Benjamin F. Edwards & Company
Missouri
$259K +$240K +2,743 +1,193%
KCM
358
Kanawha Capital Management
Virginia
$258K +$35K +400 +16%
MWP
359
Meridian Wealth Partners
Pennsylvania
$258K +$259K +2,955 New
PA
360
PFG Advisors
Arizona
$255K +$3.15K +36 +1%
WPA
361
West Paces Advisors
Georgia
$253K -$31.2K -356 -11%
SC
362
SouthState Corp
Florida
$248K +$249K +2,840 New
CPA
363
Capital Planning Advisors
California
$248K +$249K +2,847 New
OC
364
Oppenheimer & Co
New York
$244K -$17.2K -196 -7%
MIC
365
Meridian Investment Counsel
California
$241K
SIA
366
Starfire Investment Advisers
Michigan
$241K
SP
367
Symmetry Partners
Connecticut
$240K
RFN
368
RDA Financial Network
Iowa
$240K +$350 +4 +0.1%
BAM
369
Belpointe Asset Management
Nevada
$235K +$35K +400 +17%
QCM
370
Quest Capital Management
Texas
$234K +$12.9K +147 +6%
AFAS
371
Acorn Financial Advisory Services
Virginia
$233K +$234K +2,673 New
JCM
372
Jacobi Capital Management
Pennsylvania
$231K -$7.18K -82 -3%
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$230K -$83.5K -954 -27%
BRC
374
Bell Rock Capital
Delaware
$228K +$8.14K +93 +4%
CWS
375
Cypress Wealth Services
California
$227K -$4.9K -56 -2%

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.