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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
FBT
451
First Bank & Trust
South Dakota
$21K
HWM
452
Howard Wealth Management
Connecticut
$19K +$19.4K +221 New
GCM
453
Gables Capital Management
Florida
$18K
LFG
454
Larson Financial Group
Missouri
$17K +$16.7K +191 New
CAL
455
Capital Analysts LLC
Pennsylvania
$15K
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$15K
HPC
457
HM Payson & Co
Maine
$15K +$15.1K +173 New
SIS
458
Sound Income Strategies
Florida
$14K
WT
459
Whittier Trust
California
$14K
FWM
460
Focused Wealth Management
New York
$14K +$11.6K +133 +554%
WQ
461
Wealth Quarterback
New Jersey
$12.3K +$12.4K +142 New
ME
462
McIlrath & Eck
Washington
$11K +$88 +1 +0.8%
TRCT
463
Tower Research Capital (TRC)
New York
$10K +$9.81K +112 New
TFGT
464
TS Financial Group (TSFG)
Illinois
$9K
RG
465
Retirement Group
California
$9K +$9.02K +103 New
VRM
466
Vectors Research Management
New York
$6K
AF
467
Allworth Financial
California
$5K +$1.66K +19 +56%
ETI
468
Enterprise Trust & Investment
California
$4K
LB
469
Legacy Bridge
Iowa
$4K
KFS
470
Kelly Financial Services
Massachusetts
$3.07K +$3.06K +35 New
SCA
471
Stuart Chaussee & Associates
California
$3K -$17.5K -200 -86%
AWA
472
Arkadios Wealth Advisors
Georgia
$2.92K +$2.89K +33 New
SMFS
473
Squar Milner Financial Services
California
$2K -$209K -2,385 -99%
CFN
474
Cordasco Financial Network
Florida
$2K
WFMPM
475
Woodley Farra Manion Portfolio Management
Indiana
$2K +$1.75K +20 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.