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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
CFN
526
Cordasco Financial Network
Florida
$3K
WFMPM
527
Woodley Farra Manion Portfolio Management
Indiana
$2K
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$559
WIM
529
Westside Investment Management
California
$4
Citadel Advisors
530
Citadel Advisors
Florida
-$241M -2,699,966 Closed
SG Americas Securities
531
SG Americas Securities
New York
-$11.5M -129,006 Closed
NEAM
532
New England Asset Management
Connecticut
-$3.38M -37,800 Closed
AP
533
Advisors Preferred
Maryland
-$3.05M -34,123 Closed
BNP Paribas Financial Markets
534
BNP Paribas Financial Markets
France
-$2.88M -32,236 Closed
PCM
535
Penserra Capital Management
California
-$2.26M -24,822 Closed
SB
536
Simmons Bank
Arkansas
-$1.75M -19,542 Closed
BSAM
537
Blue Sky Asset Management
Colorado
-$1.39M -15,525 Closed
OMC
538
Old Mission Capital
Illinois
-$1.15M -12,875 Closed
GSWM
539
Golden State Wealth Management
California
-$763K -8,539 Closed
RIG
540
Ramiah Investment Group
Wisconsin
-$564K -6,315 Closed
CWP
541
Capital Wealth Planning
Florida
-$447K -5,004 Closed
LFS
542
Lutz Financial Services
Nebraska
-$361K -4,045 Closed
SP
543
Symmetry Partners
Connecticut
-$360K -4,027 Closed
HC
544
HNP Capital
New York
-$350K -3,845 Closed
FFN
545
Focus Financial Network
Minnesota
-$321K -3,590 Closed
ATFA
546
All Terrain Financial Advisors
Minnesota
-$299K -3,349 Closed
WSFS
547
Wilmington Savings Fund Society
Delaware
-$256K -2,865 Closed
BAC
548
Boys Arnold & Co
North Carolina
-$220K -2,464 Closed
FI
549
FormulaFolio Investments
Michigan
-$219K -2,446 Closed
Vanguard Group
550
Vanguard Group
Pennsylvania
-$207K -2,316 Closed

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.