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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
LWM
401
Liberty Wealth Management
California
$122K +$2.36K +27 +2%
SF
402
Synovus Financial
Georgia
$110K +$9.02K +103 +9%
CT
403
Caldwell Trust
Florida
$108K +$108K +1,235 New
AIM
404
Acropolis Investment Management
Missouri
$104K -$34.7K -396 -25%
DAC
405
Dividend Assets Capital
South Carolina
$99K
MA
406
MUFG Americas
New York
$98K
CFA
407
Carroll Financial Associates
North Carolina
$97K -$5.78K -66 -6%
JPLA
408
Joseph P. Lucia & Associates
New York
$95K -$52.5K -600 -36%
MWP
409
MYCIO Wealth Partners
Pennsylvania
$94K
FGAM
410
Financial Gravity Asset Management
Texas
$93K -$169K -1,925 -32%
PA
411
Parallel Advisors
California
$93K +$88 +1 +0.1%
GRP
412
Global Retirement Partners
California
$84K
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$438 +5 +0.5%
PA
414
PSI Advisors
Florida
$79K +$79.9K +913 New
AF
415
Affiance Financial
Minnesota
$78K +$78.3K +894 New
BlackRock
416
BlackRock
New York
$77K +$16.4K +187 +27%
WEC
417
Winslow Evans & Crocker
Massachusetts
$76K
CAM
418
Chandler Asset Management
California
$75K
VNA
419
Valley National Advisers
Pennsylvania
$74K +$7.27K +83 +11%
DI
420
Disciplined Investments
Oklahoma
$72K +$72K +822 New
BWL
421
Bogart Wealth LLC
Virginia
$70K
PB
422
Pinnacle Bancorp
Nebraska
$64K -$613 -7 -0.9%
TFS
423
TrustCore Financial Services
Tennessee
$61K
TWA
424
TCI Wealth Advisors
Arizona
$57K +$6.83K +78 +14%
ACA
425
Aptus Capital Advisors
Alabama
$55K +$55.9K +638 New

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.