We are live on ! Find out more
BIV icon

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
PIMG
26
Patriot Investment Management Group
Tennessee
$33.7M -$1.84K -21 -0%
FNBTCON
27
First National Bank & Trust Co of Newtown
Pennsylvania
$32.4M +$305K +3,485 +0.9%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$32.4M +$6.21M +70,929 +24%
ETS
29
ESL Trust Services
New York
$29.2M +$29.3M +334,740 New
IA
30
Independence Advisors
Pennsylvania
$27.6M +$257K +2,937 +0.9%
FPTW
31
Franklin, Parlapiano, Turner & Welch
Texas
$27.3M +$369K +4,211 +1%
SI
32
Stephens Inc
Arkansas
$26.9M +$3.2M +36,571 +13%
BA
33
BCM Advisors
Louisiana
$26.9M +$22.7M +259,583 +538%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$26.4M +$708K +8,081 +3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$25.5M -$6.18M -70,519 -19%
BOS
36
Bank of Stockton
California
$24M +$2.2M +25,069 +10%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$23.7M +$1.05M +12,008 +5%
ST
38
Smithfield Trust
Pennsylvania
$23.1M +$2.88M +32,917 +14%
CS
39
Comerica Securities
Michigan
$22.6M +$3.35M +38,279 +17%
HighTower Advisors
40
HighTower Advisors
Illinois
$18.4M +$3.39M +38,759 +22%
DPI
41
Diversified Portfolios Inc
Michigan
$17.9M +$37.4K +427 +0.2%
SWRP
42
Summit Wealth & Retirement Planning
California
$17.3M +$17.4M +198,362 New
BSW
43
Buckingham Strategic Wealth
Missouri
$16.4M +$11.1M +126,239 +203%
CWM
44
Cranbrook Wealth Management
Michigan
$15.9M +$296K +3,385 +2%
RJA
45
Raymond James & Associates
Florida
$15.7M +$3.37M +38,525 +27%
CFS
46
Cannon Financial Strategists
Georgia
$15.4M +$3.19M +36,390 +26%
A
47
AdvicePeriod
California
$15M +$258K +2,942 +2%
FIM
48
Freedom Investment Management
Connecticut
$14.5M -$520K -5,934 -3%
EBT
49
Enterprise Bank & Trust
Massachusetts
$14.5M +$379K +4,326 +3%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$14.1M +$2.08M +23,777 +17%

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.