Vanguard Intermediate-Term Bond ETF
560 hedge funds and large institutions have $8.65B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 97 reducing their positions, and 25 closing their positions.
637% more call options, than puts
Call options by funds: $1.78M | Put options by funds: $241K
201% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 97
168% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 25
13% more capital invested
Capital invested by funds: $7.68B → $8.65B (+$969M)
6% more funds holding
Funds holding: 527 → 560 (+33)
5% more funds holding in top 10
Funds holding in top 10: 60 → 63 (+3)
0.77% less ownership
Funds ownership: 59.22% → 58.45% (-0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$149M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$97.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$94.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$88.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$72.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$61.2M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$52.6M |
| 3 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
-$47.6M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$43.8M |
| 5 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$36.7M |
BIV Hedge Fund Activity: Q3 2020 in Review
560 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2020, worth a combined $8.65B — up 13% from $7.68B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new BIV positions and 25 closed out — a net gain of 42 holders — while 292 added to existing stakes and 97 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $149M. The largest seller was Wells Fargo, cutting an estimated $61.2M.
- 560 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2020, up from 527 in Q2 2020.
- Funds reported $8.65B of Vanguard Intermediate-Term Bond ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 67 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2020 and 25 closed out, a net change of +42 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2020 was Northwestern Mutual Wealth Management, an estimated $149M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2020 was Wells Fargo, an estimated $61.2M sold.
Based on aggregated 13F filings for Q3 2020.