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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$30.7M +$1.59M +19,275 +6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$30.4M +$4.31M +52,319 +17%
FPTW
28
Franklin, Parlapiano, Turner & Welch
Texas
$26.7M -$595K -7,222 -2%
IA
29
Independence Advisors
Pennsylvania
$25.7M -$65K -789 -0.3%
PAG
30
Private Advisor Group
New Jersey
$24.5M +$2.41M +29,265 +11%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$24M +$2.53M +30,677 +12%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$23.7M +$1.37M +16,614 +6%
CS
33
Comerica Securities
Michigan
$20.3M +$299K +3,629 +2%
SI
34
Stephens Inc
Arkansas
$20.1M +$66K +802 +0.3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$19.7M +$33.7K +409 +0.2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$19.5M -$54.2K -658 -0.3%
HAFS
37
Hapanowicz & Associates Financial Services
Pennsylvania
$18.3M +$988K +11,999 +6%
DPI
38
Diversified Portfolios Inc
Michigan
$17.7M +$215K +2,606 +1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$15.6M +$2.29M +27,833 +18%
FIM
40
Freedom Investment Management
Connecticut
$15M -$8.11M -98,492 -35%
CWM
41
Cornerstone Wealth Management
Missouri
$14.6M -$244K -2,969 -4%
MBT
42
Monroe Bank & Trust
Michigan
$14.5M +$1.03M +12,483 +8%
Goldman Sachs
43
Goldman Sachs
New York
$14.1M -$6.87M -83,482 -33%
CFG
44
CMC Financial Group
Georgia
$13.9M -$13.8M -167,406 -50%
CWM
45
Cranbrook Wealth Management
Michigan
$13.6M -$78.9K -959 -0.6%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$13.6M -$187K -2,267 -1%
A
47
AdvicePeriod
California
$13.6M +$5.91M +71,838 +80%
MIM
48
Morningstar Investment Management
Illinois
$12.3M +$6.65M +80,775 +123%
EBT
49
Enterprise Bank & Trust
Massachusetts
$11.2M +$11M +133,992 New
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$11.1M +$2.27M +27,516 +26%

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.