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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
AP
376
Adero Partners
California
$339K -$220K -2,400 -40%
NEWAS
377
N.E.W. Advisory Services
Wisconsin
$330K +$324K +3,541 New
RIA
378
Regal Investment Advisors
Michigan
$328K +$322K +3,519 New
SWM
379
SeaCrest Wealth Management
New York
$327K +$53.5K +585 +20%
IWM
380
IHT Wealth Management
Illinois
$322K -$975K -10,654 -76%
MPIA
381
Mountain Pacific Investment Advisers
Idaho
$320K +$315K +3,439 New
OC
382
Oppenheimer & Co
New York
$317K -$36.8K -402 -11%
RA
383
RFG Advisory
Alabama
$317K +$39.6K +433 +15%
EAM
384
Evanson Asset Management
California
$316K -$93.2K -1,018 -23%
BBA
385
BLB&B Advisors
Pennsylvania
$315K
DP
386
Dearborn Partners
Illinois
$313K
MWA
387
Martel Wealth Advisors
Washington
$313K -$4.85K -53 -2%
JPLA
388
Joseph P. Lucia & Associates
New York
$304K +$200K +2,180 +201%
FAT
389
First American Trust
California
$302K +$45.8K +500 +18%
FM
390
Foster & Motley
Ohio
$300K
BPA
391
Beacon Pointe Advisors
California
$292K +$286K +3,129 New
CIBC World Market
392
CIBC World Market
Ontario, Canada
$291K -$7.32K -80 -3%
SF
393
Symphony Financial
Texas
$276K +$46.3K +506 +21%
ANTB
394
AMG National Trust Bank
Colorado
$276K +$271K +2,964 New
SFP
395
Strategic Financial Partners
Oregon
$274K -$4.12K -45 -2%
MWP
396
Meridian Wealth Partners
Pennsylvania
$272K -$12.4K -136 -4%
LIM
397
Loudon Investment Management
New Hampshire
$272K +$11.4K +125 +4%
TC
398
TownSquare Capital
Utah
$268K -$73.1K -799 -22%
SC
399
SouthState Corp
Florida
$265K
SIA
400
Starfire Investment Advisers
Michigan
$262K +$4.39K +48 +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.