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Vanguard Intermediate-Term Bond ETF

406 hedge funds and large institutions have $8.54B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $8.39B → $8.54B (+$147M)

2.17% less ownership

Funds ownership: 68.04%65.87% (-2.2%)

3% less funds holding

Funds holding: 418406 (-12)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
8.9%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.53%
New
32
Increased
176
Reduced
117
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$32.1M +$6.44M +73,748 +25%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$32M +$16.2M +184,968 +104%
PAG
28
Private Advisor Group
New Jersey
$30.8M +$5.76M +65,884 +23%
IA
29
Independence Advisors
Pennsylvania
$27.6M +$106K +1,209 +0.4%
FPTW
30
Franklin, Parlapiano, Turner & Welch
Texas
$27.2M +$212K +2,428 +0.8%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$26.4M +$4.16M +47,647 +19%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$25.9M +$116K +1,332 +0.5%
SI
33
Stephens Inc
Arkansas
$23.9M +$1.46M +16,659 +7%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$22.8M +$1.2M +13,783 +6%
BOS
35
Bank of Stockton
California
$22M +$21.9M +250,281 New
ST
36
Smithfield Trust
Pennsylvania
$20.4M +$5.38M +61,618 +36%
CS
37
Comerica Securities
Michigan
$19.5M +$289K +3,310 +2%
DPI
38
Diversified Portfolios Inc
Michigan
$18M -$393K -4,503 -2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$16.3M +$16.2M +185,094 New
CWM
40
Cranbrook Wealth Management
Michigan
$15.7M +$209K +2,392 +1%
HighTower Advisors
41
HighTower Advisors
Illinois
$15.2M +$11.7M +133,438 +341%
FIM
42
Freedom Investment Management
Connecticut
$15.2M -$75.6K -865 -0.5%
A
43
AdvicePeriod
California
$14.8M +$344K +3,939 +2%
EBT
44
Enterprise Bank & Trust
Massachusetts
$14.3M +$52.2K +598 +0.4%
FMC
45
First Merchants Corp
Indiana
$14.2M +$1.36M +15,518 +451%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$13.5M +$124K +1,415 +0.9%
RJA
47
Raymond James & Associates
Florida
$12.4M +$1.88M +21,497 +18%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$12.4M +$304K +3,476 +3%
CFS
49
Cannon Financial Strategists
Georgia
$12.4M +$1.75M +20,053 +17%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$12.1M +$1.2M +13,728 +11%

BIV Hedge Fund Activity: Q3 2019 in Review

406 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2019, worth a combined $8.54B — up 1.8% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BIV and 32 opened new positions — a net loss of 8 holders — while 117 trimmed existing stakes and 176 added.

The largest buyer was Envestnet Asset Management, adding an estimated $74.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $119M.

  • 406 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2019, down from 418 in Q2 2019.
  • Funds reported $8.54B of Vanguard Intermediate-Term Bond ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 32 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2019 and 40 closed out, a net change of -8 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $74.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $119M sold.

Based on aggregated 13F filings for Q3 2019.