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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$31.8M +$456K +5,403 +1%
FNBTCON
27
First National Bank & Trust Co of Newtown
Pennsylvania
$30.9M -$852K -10,088 -3%
IA
28
Independence Advisors
Pennsylvania
$27.1M +$559K +6,613 +2%
FPTW
29
Franklin, Parlapiano, Turner & Welch
Texas
$26.5M -$1.05M -12,443 -4%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$25.3M +$526K +6,229 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$25.2M +$738K +8,734 +3%
PAG
32
Private Advisor Group
New Jersey
$24.5M -$749K -8,861 -3%
SI
33
Stephens Inc
Arkansas
$22M +$1.32M +15,614 +7%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$21.9M +$1.53M +18,093 +8%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$21.3M +$1.18M +13,993 +6%
HAFS
36
Hapanowicz & Associates Financial Services
Pennsylvania
$19.1M +$214K +2,536 +1%
CS
37
Comerica Securities
Michigan
$18.9M -$2.01M -23,832 -10%
DPI
38
Diversified Portfolios Inc
Michigan
$18.1M -$99.5K -1,178 -0.6%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$15.4M -$625K -7,401 -4%
CWM
40
Cranbrook Wealth Management
Michigan
$15.3M +$1.18M +13,990 +9%
FIM
41
Freedom Investment Management
Connecticut
$15M -$462K -5,465 -3%
ST
42
Smithfield Trust
Pennsylvania
$14.7M +$8.27M +97,884 +136%
A
43
AdvicePeriod
California
$14.3M +$250K +2,963 +2%
MBT
44
Monroe Bank & Trust
Michigan
$14.1M -$773K -9,151 -5%
EBT
45
Enterprise Bank & Trust
Massachusetts
$14M +$2.31M +27,374 +20%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$13.2M -$817K -9,666 -6%
AP
47
Advisors Preferred
Maryland
$12.4M +$12.1M +143,114 New
Goldman Sachs
48
Goldman Sachs
New York
$12M -$2.43M -28,816 -17%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$11.9M +$467K +5,527 +4%
MML Investors Services
50
MML Investors Services
Massachusetts
$11.5M +$1.42M +16,807 +14%

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.