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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
GEA
426
Glen Eagle Advisors
New Jersey
$52.9K
TF
427
TimeScale Financial
Massachusetts
$51K
LFG
428
LifePlan Financial Group
Ohio
$51K +$88 +1 +0.2%
SBL
429
Sargent Bickham Lagudis
Colorado
$49K -$21.9K -250 -31%
RCA
430
Ranch Capital Advisors
Florida
$49K +$49.6K +567 New
FCA
431
FinTrust Capital Advisors
South Carolina
$47K
HDIM
432
Hanson & Doremus Investment Management
Vermont
$47K
NCM
433
New Capital Management
Texas
$47K
First Manhattan
434
First Manhattan
New York
$45K
FRA
435
Front Row Advisors
California
$40K
AIC
436
Archer Investment Corporation
Indiana
$40K +$39.8K +454 New
FFC
437
First Financial Corp
Indiana
$39K +$39.4K +450 New
WB
438
Webster Bank
Connecticut
$37K
TT
439
TI-Trust
Illinois
$37K +$37.4K +427 New
PO
440
Private Ocean
California
$34K
1NWS
441
1 North Wealth Services
Maryland
$32K +$29.9K +342 +1,221%
AssetMark Inc
442
AssetMark Inc
California
$32K +$31.8K +363 New
NSB
443
Norway Savings Bank
Maine
$31K
RBC
444
Roble Belko & Company
Pennsylvania
$30K
GI
445
Gradient Investments
Minnesota
$29K +$20.4K +233 +233%
AF
446
Advisornet Financial
Minnesota
$28K -$2.45K -28 -8%
RIA
447
Realta Investment Advisors
Delaware
$27K
HIA
448
Harbor Investment Advisory
Maryland
$26K +$26.3K +300 New
RMAM
449
Raab & Moskowitz Asset Management
New Jersey
$26K +$26.9K +307 New
FP
450
Financial Perspectives
Minnesota
$23.4K +$23.5K +268 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.