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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
WWM
426
Western Wealth Management
Colorado
$216K +$212K +2,313 New
SRC
427
Shufro Rose & Co
New York
$213K +$209K +2,288 New
NCM
428
Neumann Capital Management
California
$212K +$208K +2,273 New
RFN
429
RDA Financial Network
Iowa
$211K +$183 +2 +0.1%
MIS
430
Morningstar Investment Services
Illinois
$210K -$230K -2,511 -53%
SIS
431
SVB Investment Services
Utah
$208K
SWIG
432
Strategic Wealth Investment Group
Kentucky
$207K -$26K -284 -11%
APP
433
Avantax Planning Partners
Iowa
$207K +$203K +2,222 New
PP
434
Pegasus Partners
Wisconsin
$206K +$202K +2,211 New
ESB
435
Essex Savings Bank
Connecticut
$204K +$200K +2,189 New
MBTD
436
Mechanics Bank - Trust Department
California
$204K +$200K +2,190 New
WP
437
WealthSource Partners
California
$201K -$776K -8,482 -80%
JCM
438
Jacobi Capital Management
Pennsylvania
$200K -$45.9K -501 -19%
BCM
439
Brookmont Capital Management
Texas
$200K +$196K +2,142 New
Franklin Resources
440
Franklin Resources
California
$195K +$190K +2,075 New
FCA
441
FinTrust Capital Advisors
South Carolina
$179K +$126K +1,381 +256%
AWM
442
Apollon Wealth Management
South Carolina
$176K +$173K +1,892 New
ACA
443
Atlas Capital Advisors
Wyoming
$171K +$168K +1,834 New
AF
444
Affiance Financial
Minnesota
$169K +$83.7K +915 +102%
FFC
445
First Financial Corp
Indiana
$157K
OC
446
Oakworth Capital
Alabama
$154K +$8.33K +91 +6%
NPP
447
New Potomac Partners
Maryland
$136K
WB
448
West Bancorporation
Iowa
$131K +$129K +1,405 New
AIC
449
Archer Investment Corporation
Indiana
$126K
FPB
450
First PREMIER Bank
South Dakota
$122K +$87K +951 +261%

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.