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Vanguard Intermediate-Term Bond ETF

527 hedge funds and large institutions have $7.68B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 4360 (+17)

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $7.02B → $7.68B (+$661M)

6% more funds holding

Funds holding: 497527 (+30)

0.47% less ownership

Funds ownership: 59.69%59.22% (-0.47%)

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
10.81%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
1.23%
New
71
Increased
211
Reduced
153
Closed
38
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$772K
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$43.8M +$43M +470,349 New
BA
27
BCM Advisors
Louisiana
$43.1M +$16.3M +177,787 +63%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$42.1M +$1.89M +20,703 +5%
PIMG
29
Patriot Investment Management Group
Tennessee
$37.5M -$24.2K -264 -0.1%
FNBTCON
30
First National Bank & Trust Co of Newtown
Pennsylvania
$35.1M -$509K -5,562 -1%
SFS
31
Sowell Financial Services
Arkansas
$35.1M +$17M +185,828 +98%
Jane Street
32
Jane Street
New York
$32.2M -$13.7M -149,238 -30%
PAG
33
Private Advisor Group
New Jersey
$31M +$2.63M +28,724 +9%
BOS
34
Bank of Stockton
California
$28.2M +$1.48M +16,129 +6%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$28.1M +$16.6M +181,384 +151%
IA
36
Independence Advisors
Pennsylvania
$28M -$1.02M -11,163 -4%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$28M +$3.26M +35,647 +13%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$27.9M +$1.62M +17,711 +6%
FPTW
39
Franklin, Parlapiano, Turner & Welch
Texas
$26.9M -$337K -3,687 -1%
ST
40
Smithfield Trust
Pennsylvania
$25.4M -$703K -7,685 -3%
HighTower Advisors
41
HighTower Advisors
Illinois
$24.4M +$1.75M +19,145 +8%
CS
42
Comerica Securities
Michigan
$24.3M -$788K -8,609 -3%
RJA
43
Raymond James & Associates
Florida
$24.2M +$8.95M +97,769 +60%
TAIM
44
TD Ameritrade Investment Management
Nebraska
$22.9M -$9.41M -102,784 -30%
VCM
45
Verde Capital Management
Michigan
$19.7M +$3.03M +33,153 +19%
MML Investors Services
46
MML Investors Services
Massachusetts
$19.7M +$6.25M +68,238 +48%
SWRP
47
Summit Wealth & Retirement Planning
California
$19.3M +$35.5K +388 +0.2%
CFS
48
Cannon Financial Strategists
Georgia
$19M +$669K +7,304 +4%
DPI
49
Diversified Portfolios Inc
Michigan
$19M -$359K -3,918 -2%
MAP
50
Milestone Advisory Partners
North Carolina
$18.4M +$18.1M +197,694 New

BIV Hedge Fund Activity: Q2 2020 in Review

527 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2020, worth a combined $7.68B — up 9.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BIV positions and 38 closed out — a net gain of 33 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Citadel Advisors, exiting entirely with an estimated $241M sold.

  • 527 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2020, up from 497 in Q1 2020.
  • Funds reported $7.68B of Vanguard Intermediate-Term Bond ETF stock for Q2 2020, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2020.