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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
FWM
401
Focused Wealth Management
New York
$11K
ME
402
McIlrath & Eck
Washington
$10K
GI
403
Gradient Investments
Minnesota
$9K
FMP
404
Financial Management Professionals
Texas
$9K +$8.45K +100 New
TFGT
405
TS Financial Group (TSFG)
Illinois
$9K +$9.04K +107 New
SIAP
406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K +$7.69K +91 New
HR
407
Howe & Rusling
New York
$7K +$7.26K +86 New
TC
408
Truvestments Capital
Florida
$5K
LB
409
Legacy Bridge
Iowa
$4K
ETI
410
Enterprise Trust & Investment
California
$4K +$3.55K +42 New
DWM
411
Doyle Wealth Management
Florida
$4K +$4.22K +50 New
AF
412
Allworth Financial
California
$3K +$2.87K +34 New
CFN
413
Cordasco Financial Network
Florida
$2K
SMFS
414
Squar Milner Financial Services
California
$2K
RIA
415
Realta Investment Advisors
Delaware
$1K +$929 +11 New
APSP
416
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$1.1K +13 New
BRWM
417
B. Riley Wealth Management
Tennessee
$557 -$52K -616 -9%
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$519 +$507 +6 New
MWM
419
Meridian Wealth Management
Kentucky
$208 +$20.3K +240 New
UWM
420
USAdvisors Wealth Management
Minnesota
$203 +$198K +2,349 New
WIM
421
Westside Investment Management
California
$4 +$4.31K +51 New
Susquehanna International Group
422
Susquehanna International Group
Pennsylvania
-$10.4M -122,650 Closed
FC
423
Forte Capital
New York
-$5M -59,616 Closed
Millennium Management
424
Millennium Management
New York
-$4.04M -48,089 Closed
FWM
425
Frontier Wealth Management
Missouri
-$2.24M -26,637 Closed

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.