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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
SBL
476
Sargent Bickham Lagudis
Colorado
$53K
TWA
477
TCI Wealth Advisors
Arizona
$52K -$1.56K -17 -3%
BlackRock
478
BlackRock
New York
$51K -$84.5K -923 -63%
HDIM
479
Hanson & Doremus Investment Management
Vermont
$50K
NCM
480
New Capital Management
Texas
$50K
BAMG
481
Brand Asset Management Group
Missouri
$50K +$49.2K +538 New
BFIM
482
Beese Fulmer Investment Management
Ohio
$50K +$49.5K +541 New
First Manhattan
483
First Manhattan
New York
$48K
DI
484
Disciplined Investments
Oklahoma
$46K -$16K -175 -26%
CFO
485
CVA Family Office
Colorado
$41K +$183 +2 +0.5%
SF
486
Synovus Financial
Georgia
$38K -$2.94M -32,158 -99%
PO
487
Private Ocean
California
$35K
NSB
488
Norway Savings Bank
Maine
$34K
GI
489
Gradient Investments
Minnesota
$31K
CAM
490
Chandler Asset Management
California
$28K -$51.2K -559 -65%
RCA
491
Ranch Capital Advisors
Florida
$26K -$1.01K -11 -4%
HIA
492
Harbor Investment Advisory
Maryland
$26K
SSB
493
Sandy Spring Bank
Maryland
$26K
HPC
494
HM Payson & Co
Maine
$26K +$15.7K +171 +158%
FP
495
Financial Perspectives
Minnesota
$25K
CIAS
496
Capital Investment Advisory Services
North Carolina
$24K
EI
497
Ellevest Inc
New York
$23K
WEC
498
Winslow Evans & Crocker
Massachusetts
$23K
FBT
499
First Bank & Trust
South Dakota
$22K
GCM
500
Gables Capital Management
Florida
$20K

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.