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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
CIBC World Market
376
CIBC World Market
Ontario, Canada
$225K -$18K -205 -7%
BFC
377
Bedel Financial Consulting
Indiana
$221K +$1.93K +22 +0.9%
HIMC
378
Heritage Investors Management Corp
Maryland
$221K +$12.1K +138 +6%
MFW
379
Mosaic Family Wealth
Missouri
$219K
LIM
380
Loudon Investment Management
New Hampshire
$219K +$220K +2,510 New
RFA
381
Reilly Financial Advisors
California
$218K +$350 +4 +0.2%
CSIC
382
Clifford Swan Investment Counsel
California
$217K
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$216K +$89.1K +1,018 +70%
SCA
384
Snowden Capital Advisors
New York
$216K -$25K -286 -10%
RFC
385
Regions Financial Corp
Alabama
$211K +$211K +2,415 New
IFAM
386
Institutional & Family Asset Management
Colorado
$210K -$175 -2 -0.1%
BW
387
Bison Wealth
Georgia
$210K +$211K +2,405 New
WIM
388
Weitz Investment Management
Nebraska
$207K
WP
389
WealthShield Partners
North Carolina
$207K +$29.9K +341 +17%
TA
390
TFG Advisers
Michigan
$164K +$165K +1,881 New
SAM
391
S.A. Mason
Michigan
$157K +$158K +1,801 New
CCM
392
Covington Capital Management
California
$151K
IFWM
393
Institute for Wealth Management
Colorado
$149K -$53.8K -614 -26%
CB
394
Community Bank
New York
$145K
TPWA
395
TRUE Private Wealth Advisors
Oregon
$145K +$146K +1,667 New
OC
396
Oakworth Capital
Alabama
$137K
AWM
397
Avior Wealth Management
Nebraska
$137K +$90K +1,028 +188%
CFG
398
Capstone Financial Group
Oklahoma
$132K +$133K +1,519 New
CTC
399
Central Trust Company
Missouri
$128K +$14.7K +168 +13%
NPP
400
New Potomac Partners
Maryland
$127K

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.